מנהל פיננסי

Financi Manager is the companion mobile app for the Financi CRM platform.

The app allows Financi users to access important CRM information directly from their mobile device and stay connected to their business anytime, anywhere.

With Financi Manager, you can quickly review important data from your Financi CRM dashboard and manage your workflow on the go.

Key Features:

• View and manage customers and leads
• Access important CRM information from your Financi dashboard
• Monitor task and activity updates
• Receive notifications and stay up to date with your workflow
• Secure login for authorized Financi users

The app is designed as a lightweight mobile version of the Financi CRM system, providing quick access to essential tools for agents and teams using the Financi platform.

Financi Manager works in collaboration with Financi’s online CRM system:
https://www.financi.co.il

Note: An active Financi account may be required to use the app.