Features – Mikcrm

What separates you from others.

We focus on helping you organize finances with clarity, giving real-time insights into income, expenses, and profit to drive smarter decisions.

01.

Organize accounts easily and accurately

This powerful feature lets you structure all your financial accounts in one place, giving you clarity and control over assets, liabilities, income, and expenses. Create a customized chart of accounts that adapts to your business needs effortlessly.

02.

Record every transaction with accuracy

The Journal Account ensures all financial transactions are captured in detail, helping you maintain accuracy, transparency, and compliance. It’s the foundation for reliable reporting and audit-ready records.

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03.

Get a clear view of assets and liabilities

The Balance Sheet provides real-time insights into assets, liabilities, and equity, giving you a snapshot of financial health. It helps you track growth, manage obligations, and make informed business decisions.

04.

Measure income, expenses, and net profit

The Profit & Loss statement helps you evaluate performance by tracking revenue, expenses, and overall profitability in real-time. It ensures better planning, budgeting, and forecasting for your business.

Simplify operations and grow with MikCRM.

Journal Entries

Record every financial transaction in minutes with structured, customizable templates.

Chart of Accounts

Track all assets, liabilities, income, and expenses in real-time with an organized COA.

Balance Sheet

Generate instant reports to view your financial position with integrated CRM and accounting data.

Invoices

Create and share invoices instantly via direct link or embed them in client portals.

eApprovals

Keep records accurate with legally-binding digital approvals for transactions.

Payments

Collect payments seamlessly, reconcile automatically, and boost cash flow efficiency.

Frequently asked questions:

What is MIK CRM & Accounting?

MIK CRM is an all-in-one platform to manage customers, vendors, invoices, bills, expenses, and payments—helping businesses simplify operations.
Can I manage multiple businesses or branches?

Yes. MIK CRM allows you to manage multiple businesses, branches, or projects under one account.
Can I access the CRM from mobile devices?

Yes, MIK CRM is responsive and works seamlessly on desktops, tablets, and smartphones.
Do you offer customer support?

Yes, our support team is available 24/7 to help you with setup, training, or troubleshooting.
What is your refund policy?

We understand the importance of customer satisfaction and we strive to provide the best products and services. However, please note that due to the nature of our products and services, we do not offer refunds after a purchase has been made.

What clients said:

“Most of our time used to be taken up by administrative work whereas now we can focus on building out programs to help our employees.
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Mark Zellers

Director of Human Resources.

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André Garcia

Client Success Manager

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