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95sales CRM vs Finmap

Finmap counts the money. 95sales CRM shows where it comes from and goes

Finmap shows how much came in, not where from: leads, calls and managers live in another system. 95sales CRM covers the whole path — from lead and call to payment and location profit. Each person sees their part, the owner sees it all.

  • Live in 1 day
  • We migrate from Finmap
  • No annual contracts
  • 30-minute demo
What we
compare
95sales
CRM
Finmap
Leads and client pipeline✓straight to pipeline✗via an external CRM
Calls and AI scoring✓Binotel, Ringostat✗no telephony
Revenue by ad source✓shows what pays off✗no
Payment in the client record✓with visit history~counterparty only
Payroll: salary + % + bonus✓calculated for you✗% entered by hand
Transaction limit✓no limit✗600–5,000 a month
Launch with data migration✓1 day, done by us~DIY or paid setup
Bank auto-sync~imports, Stripe, Wise✓2,800+ integrations
Apps and Telegram bot✗PWA, apps coming soon✓iOS, Android, bot
Pricefrom $99/mo, monthly$25–85/mo, bookkeeping only

Finmap — bookkeeping and banks. 95sales CRM — the whole clinic, from first call to location profit.

0 lost every call and lead lands in a record
AI reviews and scores every call
P&L for every center, in real time
Debts visible at once, invoices go out by themselves
Your database medical data encrypted, role-based access
1 day to launch, with your data migrated

Where we win

What 95sales CRM has and Finmap doesn’t

  • Leads arrive on their ownSite, quizzes, ads and calls go straight to the pipeline
  • Patients book themselvesFrom your site or a link: visits and lab tests go straight to the schedule, with the ad source
  • AI listens to every callSee who is ready to book and where a patient was lost
  • See which ads pay offPayments per source, not clicks
  • Telephony in the recordBinotel and Ringostat, missed calls in their own list
  • Treatment by planCourses, procedures and visits — misses show up at once

Comparison

Why clinics switch to 95sales CRM

Pick 95sales CRM if

  • You want to see each payment with its lead, call and ad
  • Commission-based pay is still calculated by hand
  • You have many transactions and plan limits get in the way
  • You need clients, bookings and finance in one system
Book a demo →

What Finmap is missing

  • No leads, calls or telephony — you can’t see where money comes from
  • No revenue by ad source
  • Commission in payroll is entered by hand
  • Capped at 600–5,000 transactions a month

Try 95sales CRM

Live in 1 day: switching takes one Finmap export file, and our team does it. Clients, bookings, calls and finance in one system, with no transaction limit.

Try it in a demo →

Data on Finmap is from its official website, October 2026. In-depth: Finmap vs 95sales CRM ↓

Who it’s for

Fits your type of center — from day one

No bending your work around the software: patients, care, families and money are already set up for your format.

We’ll show on a demo how it works for your center.

Show me →

What the CRM does

Six jobs the CRM takes off your plate

Pick what hurts most — and see how it’s handled day to day.

Network money — without Excel or an accountant

Income, expenses, patient debts and each center’s profit add up by themselves. You see what the month will bring while it’s still halfway through.

Screens are from the real CRM; people and amounts are fictional.

Where money leaks

A patient calls — and the lead gets lost between shifts

Patients come through calls — their own and their relatives’. If a call isn’t logged in a record, your ads paid for a client who went to a competitor.

How it works

The patient journey — from call to payment

Five steps where centers lose patients and money — and how the CRM covers each one.

  1. 01 Leads arrive on their own Website, Google, Meta and calls — straight into the CRM with the ad source.
  2. 02 AI reviews the call in the record A score, the transcript, what the manager did and missed, the next step.
  3. 03 Admission without paperwork Contract and consents — a phone photo into the record; the office checks, the CRM tracks deadlines.
  4. 04 Care by plan Shift tasks on the nurse’s phone, misses show up at once.
  5. 05 Money without reconciliations Charges, patient payments, debts and each center’s profit.

On the phone

Right on the phone — each role sees its own

The owner sees the money, a manager sees leads and call reviews, a nurse sees her shift. The CRM installs on the home screen like an app, with instant notifications.

OwnerMoney, debts and leads on one screen
ManagerAI scores every call and shows what to improve
NurseShift procedures — one tap to check off

For the owner

The whole network on one screen. The whole week in the planner.

The holding view shows revenue by region and a combined P&L across all centers. The planner gathers patient follow-ups, procedures, payments and documents for the week — overdue on top.

See it on a sample

A bank statement — and the clinic’s P&L is ready

Hundreds of transactions sort themselves into categories: income, expenses, profit and margin by month — no Excel, no accountant.

Monthly P&L: expense groups expand into categories, projects, margin

Plan vs actual: a monthly budget by category, overspending visible mid-month

CRM + Finmap or one system

What two services and double entry really cost

A payment lands in the CRM, then someone copies it into finance and reconciles. See what two services plus double entry really cost — in money and in staff hours.

95sales client reviews

Built by a team 180+ companies trust

The same 95sales team has run ads, analytics and sales for clinics, SaaS and e-commerce for years. The CRM grew out of that work — here’s what clients say about us.

Verified 95sales contracts on Upwork

See the CRM in action.30 minutes, on your center’s example.

Book a demo →
95salesteam

Who builds and rolls out the CRM

The people who build the CRM roll it out.

The CRM is set up and supported by the people who build it — no call center, no handing you to a junior after you sign.

180+verified reviews
4.9average rating on Upwork
  • One person leads your launch — from demo to go-live
  • CRM, ads and analytics — all in-house
  • A shared chat with the people building the CRM
  • A reply within an hour, no ticket queue

What’s included

Leads, care, money and team — in one system.

Usually it’s a spreadsheet, a messenger, an accountant and a notebook at the nurse station. Here it’s one CRM where everyone has a role.

Not sure it fits you?Describe your center — we’ll reply in one message how the CRM fits your process.

Describe my center →

It all starts with a demo.30 minutes — and you’ll see the CRM on your own center’s example.

Book a demo →

Free, before any contract

We’ll show what your center loses without a CRM

Medical data

Patient data lives by its own rules

We built the CRM so it’s hard to leak even from the inside.

  • The clinic’s own database Patients, payments and payroll live in your clinic’s separate database. The platform can’t see your business.
  • AES-256 encryption Diagnoses, relatives, care notes and call recordings are encrypted with the clinic’s key.
  • Role-based access Everyone sees only what their job needs. Sales can’t see a patient after admission.
  • 2FA and audit log Code-based login, activity log, screen lock, sign-out on all devices.

Security2FA by role, screen lock, watermark, support access only with your permission.

Activity logWho did what and when — visible to the owner.

Questions about security?

Ask on a demo →

Objections

What we hear on the first call

“We run on spreadsheets and it works”

A spreadsheet won’t remind you of a procedure or tell you which center is losing money. We move it over in a day.

“Nurses won’t use it”

A nurse’s phone shows only her shift and a “done” button. Training takes 10 minutes.

“We worry about medical data”

Each center has its own database, data is encrypted, access is strictly role-based.

“Rollout will take six months”

One day: database, patient migration, roles. After that we’re in touch every day.

What it costs

Three plans, prices up front

Start

$99 per month

One clinic or center: the whole CRM, no limits

  • Leads from site, ads and calls — into the pipeline
  • Telephony: Binotel, Ringostat, missed calls
  • AI listens to 300 calls a month
  • Patients, booking, courses and care plans
  • SMS/Viber appointment reminders
  • Payments, debts, cash, P&L and payroll
  • Roles, 2FA, encryption, activity log
  • Unlimited users and patients

over 300 calls — $0.08 per call

Pick on the demo →
Most popular

Business

$199 per month

A clinic with a sales team and ads

Everything in Start, plus:

  • Online booking on your site and by link
  • AI listens to 700 calls a month
  • AI assistant: 300 questions about money, leads and patients

over the limit — $0.06 per call, $0.12 per question

Pick on the demo →

Network

$499 per month

A network of centers: network finance and large AI limits

Everything in Business, plus:

  • Network finance: budget vs actual by category
  • Management balance sheet: cash, debts, liabilities
  • Bank statements and Finmap — upload a file
  • AI listens to 1,500 calls a month
  • AI assistant: 1,000 questions
  • The lowest over-limit rates

over the limit — $0.05 per call, $0.10 per question

Pick on the demo →

No annual contracts. Switch plans yourself, from the 1st. AI limit reached — pay per use at the plan rate or pause: your call, with an optional cap. Call limits assume the economy scoring model; the maximum model uses 5 reviews per call.

In every plan

The whole CRM on every plan — no limits on users, patients or transactions; plans differ only in AI limits

Included

  • Leads, calls and AI review
  • Patients, booking and care plans
  • Payments, debts and center finances
  • Team, tasks and payroll
  • Roles, encryption, 2FA, audit log
  • Support and tweaks for your process

One-off, priced upfront

  • Data migration from spreadsheets or another CRM
  • Connecting telephony and your website
  • Setup for a non-standard process

Add-ons

Add them when you need them

The whole CRM is already in your plan. Add-ons bring extra channels and services on top and work with any plan.

First 14 days free
Soon

Social inbox

+$39 per month

Instagram Direct, Messenger and comments in one window with your leads.

  • Reply in Direct and Messenger right from the CRM
  • Instagram and Facebook comments: see what is still unanswered
  • Each conversation is linked to the lead and the ad
  • Response time for every admin

We connect your Meta accounts during setup.

Soon

Fiscal receipts (Ukraine)

+$19 per month

Ukrainian fiscal receipts (PRRO) straight from the CRM cash desk.

  • A receipt is issued when payment is taken
  • The receipt is sent via Viber or email
  • Shifts and Z-reports match the CRM cash desk
  • Refunds and prepayments get receipts too

Runs on Checkbox; you pay its plan directly.

Soon

Reviews

+$29 per month

More ratings on Maps, and you hear about complaints first.

  • After the visit: a “rate your visit” message
  • One-tap link to a Google Maps review
  • A low score goes straight to the manager
  • Google reviews in the CRM, reply from there

Messages go out via your Viber/SMS, like appointment reminders.

Turn an add-on on or off in CRM settings; it is billed from the 1st together with your plan. Not a fit within the 14-day trial: switch it off and pay nothing.

★★★★★ Live in 1 day · a separate database for your center

Demo and estimate for your center — $0.

Demo on your examplepatient journey, care and money — as it would work for you
Included
Loss estimatehow many leads, calls and dollars leak without a CRM
Included
Launch planmigration, roles, telephony — step by step
Included
Trial accesstry the CRM with your team before deciding
Yours
Total for demo and estimatean implementation consultant usually charges $300+
$300 $0

You pay nothing and owe nothing.

We discuss a subscription only if you want one after the demo. The price is known before you start.

In-depth: Finmap vs 95sales CRMfull criteria table, switching, FAQ

What 95sales CRM does that Finmap doesn't

The key difference: Finmap counts the money, while 95sales CRM shows which client, manager and ad campaign it came from. According to Finmap's website as of October 2026, it does not offer the following:

  • CRM and money in one system. Leads, pipeline, client profiles, appointments and payments in one place, with no exports between tools. See lead pipeline.
  • Payments by client and by manager. Every payment sits in a client profile, and revenue can be broken down by manager, ad source, brand and website. See analytics.
  • Client debts by due date. Charges, payments and receivables show up in the client profile and in a shared list of overdue accounts. See payments and debts.
  • Payroll. Base salary + commission + bonus − deductions, a percentage of each specialist's services, PDF payslips; salaries owed flow straight into the balance sheet. See payroll.
  • Calls with AI review. Binotel and Ringostat (Ukrainian telephony providers), transcription, deal probability 0–100, manager score 1–5 and a red flag for the manager's boss. See AI call analysis.
  • No operation limit. Every Finmap plan caps operations per month; 95sales CRM has no such cap.
  • Our team handles the move. A Finmap export uploads as one file: accounts, categories, expense items, counterparties, projects and transfers. See bank statement import.
  • Reports tied to clients. P&L, budget vs actual and the balance sheet are built from the same payments, debts and payroll your team works with, so nothing is entered twice.

What is Finmap

Finmap is online management accounting software for owners of small and mid-sized businesses. It is a Ukrainian startup founded in 2019; its official website cites more than 18,000 customers in 54 countries.

According to Finmap's website as of October 2026, it includes:

  • Cash Flow, P&L, balance sheet, budget vs actual and project profitability reports;
  • a payment calendar, receivables and payables (from the Pro plan);
  • multi-currency with automatic exchange rates;
  • bank connections and integrations; the integrations page lists PayPal, Stripe, Wise, Revolut Business, Plaid, QuickBooks Online, Xero, Sage, Odoo and NetSuite;
  • bank statement and Excel import;
  • AI categorization of transactions;
  • iOS and Android apps and a Telegram bot;
  • an open API (from the Pro plan);
  • an interface in 14 languages and a 7-day trial with no card.

Finmap has no CRM, client database, sales pipeline or call handling: it is finance software, not a CRM.

Finmap vs 95sales CRM: 17 criteria

In short: Finmap shows money on its own, while 95sales CRM shows it alongside clients, managers and calls, with finance already included in the CRM price. A head-to-head price comparison isn't fair: Finmap is finance only, while 95sales CRM is a full CRM with finance included.

Criterion95sales CRMFinmap
Type of systemCRM: leads, calls, clients, payments, payroll and financeManagement accounting software
Clients and pipelineClient profiles, kanban, loss reasonsNo, counterparties only
Payments by client and managerEvery payment in the client profile; revenue by manager and sourceTransactions by counterparty and project
Client debtsReceivables by due date in the profile and a listReceivables and payables, from Pro
PayrollBase + % + bonus − deductions, PDF payslipsNo built-in payroll found on the website
Calls and AI reviewBinotel, Ringostat, AI score for every callNo
P&LMonthly, expense groups, projects, margin, Excel exportYes, from Lite
Cash FlowCash movements by cash desk and account; no separate cash flow reportYes
Budget vs actualBy expense item per month, "same as last month", "3-month average"Yes
Balance sheetManagement view as of today: cash, cash desks, client debts, salaries owed, taxes, client advancesYes, from Pro
Payment calendarNoYes, from Pro
BanksStatement import (.xlsx/.csv) from any bank; Stripe and Wise sync automaticallyBank connections (2 / 15 / 100 by plan) and integrations
Operation limitNone600 / 1,500 / 5,000 per month
MobilePWA on the phone with push notifications; iOS and Android apps coming sooniOS, Android, Telegram bot
Interface languagesEnglish, Ukrainian, Russian14 languages
APIWebhooks for leads; no open API for financeOpen API, from Pro
Price per monthStart $99, Business $199, Network $499; the whole CRM includedLite $25, Pro $45, Advanced $85 (finance only); discounts for 6 or 12 months

Where 95sales CRM is stronger

95sales CRM is stronger wherever money has to be tied to people: which clients paid, who owes, which manager brought the revenue and what it cost in salaries.

Payments, debts and clients in one place

In finance software, income is a line with a counterparty and an amount. In 95sales CRM the same payment sits in the client profile next to the contract, calls and charges. Say an agency has 40 clients on monthly retainers: the owner sees who hasn't paid this month, which manager runs the account and when the last call happened. More in payments and debts.

Payments and debts in 95sales CRM: every payment is linked to a client, and overdue accounts are sorted by due date. Sample data.

P&L, budget and balance sheet without double entry

The monthly P&L is built from client payments, expenses by item, payroll and subscriptions; items roll up into groups, with a project filter and Excel export. Budget vs actual shows plan, actual, variance and overspend for each item. The management balance sheet as of today counts cash in accounts and cash desks, client debts, salaries owed, unpaid taxes and client advances.

Monthly P&L in 95sales CRM: revenue, expenses by group, payroll, subscriptions and margin. The data is fictional.

No operation limit

Finmap plans cap operations at 600, 1,500 or 5,000 per month. For a business with many small payments, such as a clinic or a service company, that cap is reached quickly. 95sales CRM has no operation limit, and uploading the same statement twice creates no duplicates.

Calls, ads and money in one chain

A lead from an ad, a call with AI review, a payment and the resulting profit form one chain in one system. So you see not only how much you earned but where the money came from: by source, manager and brand.

What Finmap has — and how 95sales CRM handles it

  1. Banks and integrations. Finmap offers bank connections (up to 100 on the top plan), crypto wallets and integrations with PayPal, Stripe, Wise, Revolut Business, QuickBooks, Xero and others. In 95sales CRM, statements from any bank upload as .xlsx or .csv files, Stripe and Wise sync automatically, re-uploading the same statement creates no duplicates, and any of the last 30 uploads can be undone.
  2. Mobile apps and a Telegram bot. In Finmap you log a transaction from your phone through the app or the bot. 95sales CRM runs on the phone as a PWA with push notifications and a role-based menu, with iOS and Android apps coming soon to the App Store and Google Play. There is no bot for entering transactions: a payment goes straight into the client profile and flows into the P&L and balance sheet.
  3. 14 interface languages. 95sales CRM has three — English, Ukrainian and Russian — and each user picks their own.
  4. An open API from the Pro plan. 95sales CRM has webhooks for leads; there is no open API for finance.
  5. Payment calendar and Cash Flow report. 95sales CRM has no payment calendar and no separate cash flow report. Instead you get cash movements by cash desk and account, budget vs actual by expense item, and a management balance sheet as of today with client debts and salaries owed.
  6. Price. Finmap Lite costs $25 a month, with a 7-day free trial and discounts for 6 or 12 months upfront. 95sales CRM has no free plan or trial. For $99 a month and up, you get the whole CRM — leads, calls, clients, payroll and finance — with no operation limit and no annual contract.

What a business loses when money stays in Finmap

  • The link between a payment and a client. Finmap has counterparties and projects, but no client profiles, pipeline or calls. Which patient hasn't paid for a course, and who handles them, has to be looked up in another system.
  • Where the money came from. Finmap has no calls or ad tracking, so you can't see which channel or manager brought the revenue.
  • Payroll with commission. No built-in payroll was found on Finmap's website. In 95sales CRM, each specialist's percentage of their services is calculated automatically, and salaries owed flow into the balance sheet.
  • Room to grow. Finmap plans cap operations at 600, 1,500 or 5,000 a month. A clinic with many small payments hits that cap quickly; 95sales CRM has no cap.
  • Time spent reconciling. A separate CRM plus Finmap means two subscriptions and copying payments between them by hand. Run the numbers below.

How much a CRM plus Finmap really costs

A CRM plus Finmap costs two subscriptions plus the time of whoever copies payments from one system to the other and reconciles them. Run your own numbers: other services’ prices are from their websites as of October 2026, and the double-entry hours are your estimate.

How to switch from Finmap to 95sales CRM

Our team handles the switch: you send the export, we upload and check it. The full process is covered in the guide how to move from Excel or Finmap to finance in a CRM.

  1. Export. You export transactions from Finmap to Excel. Bank statements in .xlsx or .csv work too.
  2. Upload. The CRM recognizes a Finmap file and its columns on its own: date, amount, type, account, counterparty, category and subcategory, project. Columns can be remapped by hand.
  3. Check. Before anything is saved, a dry run shows how many transactions are new and how many already exist, plus income, expenses, transfers, new accounts and new expense items.
  4. Import. Accounts are created automatically, categories become expense groups, subcategories become expense items, and transfers between your own accounts stay transfers. Income is matched to clients by counterparty name. Uploading the same file again creates no duplicates.
  5. Undo if something is wrong. The owner can undo any of the last 30 uploads: its transactions and the payments and expenses created from them are removed, while accounts and expense items stay.

File formats are covered on the bank statement import page, and moving your client base in data import.

Why clinics switch to 95sales CRM

  • Private clinics: payments, course balances and doctors' pay with commission sit next to patients and calls, with no operation limit.
  • Agencies and service businesses: retainers, receivables by due date and revenue by manager in one place.
  • Businesses running paid ads: you see which source brought each payment, not just how much money came in.
  • Teams tired of double entry: P&L, budget vs actual and the balance sheet are built from the same payments your managers work with.
  • How the reports differ: see cash flow vs P&L.

FAQ

What clinics ask

How is 95sales CRM different from Finmap?

Finmap is management accounting software: banks, cash flow, P&L, balance sheet and a payment calendar. 95sales CRM is a full CRM with clients, calls, payments, debts and payroll, plus monthly P&L, budget vs actual and a balance sheet.

How much does Finmap cost, and are there limits?

According to Finmap's website as of October 2026: Lite $25 (up to 600 operations a month), Pro $45 (up to 1,500) and Advanced $85 (up to 5,000) on monthly billing. Banks, users and AI requests are capped too.

How much does 95sales CRM with finance cost?

Plans are Start $99, Business $199 and Network $499 a month. There is no operation limit, billing is monthly and there are no annual contracts.

Can I move my data from Finmap?

Yes. A Finmap export uploads as one file: accounts, expense items, counterparties, projects and transfers. Our team does the move, and an upload can be undone.

Does 95sales CRM have a mobile app and bank connections?

Today the CRM runs on your phone as a PWA with push notifications; iOS and Android apps are coming soon to the App Store and Google Play. Bank statements are uploaded as .xlsx or .csv files, and Stripe and Wise sync automatically.

Can I use Finmap and 95sales CRM together?

You can: 95sales CRM becomes the main system for clients, calls and payments, and Finmap stays as an add-on. But then payments have to be tracked in two places and reconciled. The usual point of switching is to keep money, clients and payroll in one system, and our team handles the move from Finmap.