Customer Success Management Training

Help Desk

Web and Video Conferencing

Customer Support

Continuous Integration

Development

Business Intelligence (BI)

Collaboration

Environmental, Social, and Governance (ESG)

Payment Facilitation

VoIP

Enterprise

Accounting

Payment Gateway

Finance and Accounting

Applicant Tracking

Corporate Learning Management

Course Authoring

HR Management

Payroll

Professional Employer Organizations (PEO)

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

AI Governance

Access Gateways

Cloud Storage

Disaster Recovery as a Service (DRaaS)

Fraud Detection

Graph Database

High Availability Cluster

Infrastructure-as-Code (IaC)

Infrastructure-as-a-Service

Integration Platform as a Service (iPaaS)

Network Behavior Analysis

Network Performance Monitoring

SOA Application Gateways

SaaS Management

Secure Email Gateway

System Monitoring

Traffic Switching

Value-Added Resellers (VARs)

Virtualization Management

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Audience Engagement

Content Management

Content Marketing

Customer Reference Management

Data Management

Email Marketing

Gamification

Marketing Automation

Mobile Marketing

SMS Marketing

Social Media Management

Survey & Forms Building

Video Streaming

Web Analytics

Marketing

Project Management

Professional Services

Customer Relationship Management (CRM)

Sales Gamification

Social Commerce

Sales

Architecture

Commercial Drone

Equation Editors

Home Health Care

Insurance Agency Management

Membership Management

OSS/BSS (Operations Support/Business Support)

Online Voting

Practice Management

Revenue Cycle Management (RCM)

Simulation

Text Analysis

Vertical-Specific

Find top rated software and services based on in-depth reviews from verified users. 400+ software categories including PaaS, NoSQL, BI, HR, and more.

360 View

360 View (inBusiness Services)

Redtail CRM

Orion Advisor Tech

Salesforce Financial Services Cloud

Salesforce

Zinnia SmartOffice

Zinnia

Wealthbox CRM

Wealthbox (Starburst Labs, Inc)

DealCloud

Intapp

Junxure

AdvisorEngine

CRMnext

CRMNEXT (Acidaes Solutions)

Dynamo Software

Zeni

Pilot.com

Clockify

Zoho CRM

QuickBooks Online

### Financial Data Management
Reviewers appreciate Fuelfinance's financial data management capabilities, noting its ability to streamline processes and enhance collaboration within teams. While some users acknowledge limitations in scalability for larger organizations with complex financial needs, the platform's intuitive visualization tools and user-friendly interface are highlighted as key strengths. Users value Fuelfinance for its efficiency in handling tasks typically assigned to internal accounting teams, showcasing its potential to optimize financial operations effectively.

### Accounting and Financial Planning
Reviewers have expressed a mix of opinions regarding Fuelfinance's accounting and financial planning features. While some users appreciate the suite of tools that simplify financial management for startups, others have raised concerns about the platform's compatibility with existing accounting software. The ability to analyze project performance and COGS has been highlighted as particularly useful, although the lack of accounts receivables options has been noted as a drawback. Despite these varying perspectives, Fuelfinance's accounting and financial planning functionalities seem to offer valuable insights for users seeking to enhance their financial understanding and project performance analysis.

### Insights and Analysis
Some users appreciate Fuelfinance's intuitive visualization tools that make it easy to interpret financial data at a glance. However, others express a preference for financial management solutions with a longer track record in the market, citing a need for a higher level of trust in the software they use. This mixed sentiment indicates that while Fuelfinance's insights and analysis capabilities are valued by some, others may seek a more established option for their financial data analysis needs.

### CRM Integration and Tools
Users generally appreciate Fuelfinance's suite of tools and management capabilities. When it comes to crm integration and tools, reviewers have expressed mixed opinions. Some users find the integration with Google Sheets and Clockify to be a valuable feature, enhancing collaboration and efficiency within teams. However, there are also concerns raised about the complexity of the tools, with some users feeling that they may be too intricate for their needs. Despite this, Fuelfinance's crm integration and tools seem to offer a range of functionalities that cater to different user preferences and requirements.

### User Experience and Interface
Users find Fuelfinance's interface to be visually appealing and easy to navigate, with intuitive visualization tools that aid in interpreting financial data efficiently. While some users may initially find the setup process challenging, the platform's utilization of Google Spreadsheets as a front-end tool is praised for its familiarity and ease of use. However, there is a consensus that users may need some time to become fully comfortable with all the features Fuelfinance has to offer.

Growth

Unlimited

Creatio

Redtail CRM is a cloud-based CRM soluton specifically  for financial advisors. Redtail is offered as a subscription service and, unlike most of the other CRM providers available, is priced per database, rather than per user, allowing up to 15 database users for one monthly subscription cost.

Starter

Basic

Fuelfinance

CRMs provide a system of record for a company's contacts and communications with them. CRMs specific to the needs of financial advisors and their agencies provide the contact and task management features, as well as workflow automation, associated to general CRMs. But features unique to CRMs for financial agencies might include prospecting workflows, compliance-minded communication tools, customer onboarding workflows with finance specific assessments, financial document imaging and storage management, as well as integration with investment portfolio management tools.

Financial Services CRM

fuelfinance

We Do Your Finance

Hold on to your seatbelts, we are launching our video explainer, created with the amazing Ozero team. Now, our video is worth a thousand words. You can get a detailed picture of what we do here in a couple of minutes. 

We are very excited to share it with you and will be very grateful for your feedback. So please like/share/repost, it’s a good financial karma move 💸💸💸💸

Huge thank you to Ksenia Shnaider for our amazing outfits and Saga Development for the venue.

Friendly reminder💡that Fuel is a cloud-based financial department. And we take care of:
💸 Financial reports
📊 Monthly Cash Flow, P&L, Balance Sheet
📈 Financial planning. It includes budgeting for the next 6-12-18 months with a forecast of what may happen and what is likely to happen
🔮 Plan-fact analysis. It’s a monthly process that improves both how the organization is run and the precision of future planning
🧩 Unit economics - per every customer - how much are we making/losing (and when, and why)

TrustRadius is a technology and business research firm based in Austin, Texas. The company is known as a review platform for verified B2B technology and software reviews through a proprietary algorithm and human verification.

TrustRadius

Home

Financial Services CRM Systems

Fuelfinance

Overview

What is Fuelfinance?