Security Consulting CRM

Your organization. Your tasks. Your finances.
All in one place.

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About CRM

Our CRM system is a powerful tool for comprehensive management of your organization’s internal processes. It allows you to not only manage tasks and projects but also ensures effective communication with auditors and consultants, as well as helps you control the finances of your organization in real-time.

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Functions
Project tasks management
Fin module
Manager’s support
Organization management with different permissions and access
  • Seamlessly create, assign, and track project tasks from start to finish.
  • Organize tasks by priority, due date, or responsible team members to ensure timely delivery.
  • Set up recurring tasks, milestones, and reminders to stay ahead of deadlines.
  • Collaborate with team members through shared task lists and instant updates.
  • Monitor and manage your organization’s finances in real-time with detailed financial reports.
  • Track and categorize expenses, revenues, and financial transactions with ease.
  • Automate invoicing, payment tracking, and budget forecasting to ensure better financial planning.
  • Access a centralized view of your financial data, improving transparency and decision-making.
  • Our managers offer personalized consultations to help you optimize system usage for your organization’s needs.
  • Receive ongoing support through phone, email, or in-app messaging for any questions or issues.
  • Managers help tailor system features and functionalities to suit specific business processes.
  • Regular follow-ups ensure you’re getting the most out of our CRM’s capabilities, driving long-term success.
  • Easily manage user roles and permissions, ensuring that the right people have access to the right information.
  • Set up hierarchical access control, so sensitive data is only visible to authorized users.
  • Customize permissions for various departments and teams, ensuring smooth internal workflows.
Why choose Our System?
Integration of all processes into one platform

All information is gathered in a single system — task management, communication with consultants and auditors, financial operations — all available whenever and wherever needed.

Ease of use and simplicity

We implement accounting systems and prevent financial losses.

Scalability

We work with businesses across various industries.

Security and confidentiality

Our team consists of professionals with years of financial experience.

217 +
Private clients

Our CRM system has empowered individuals and entrepreneurs to streamline their processes, enhance communication, and keep track of their tasks and finances effortlessly.

> 50
Corporate clients

We proudly serve over 50 corporate clients across various industries. Our CRM system is designed to scale and adapt, helping businesses of all sizes to optimize their workflows, manage teams, and ensure smooth operations across multiple departments.

21
Managers working with our clients

Our dedicated team of 21 experienced managers ensures that each client receives personalized and hands-on support. They work closely with clients to understand their unique needs and provide expert guidance on how to maximize the CRM’s capabilities.

The performance metrics of our clients after the implementation of our CRM system

The chart displays data since the launch in 2025.