Project finance and partner settlements without spreadsheet chaos
ІнвестОблік CRM brings agreements, participant shares, objects, work, actual expenses, income, debt, and fund distribution into one controlled system.
For those who work with people every day
Partners and co-investors
Each participant can see their share, contributions, expenses, internal debt, and amount payable.
Project manager
Control work, contractors, deadlines, payments, and budget variances in one place.
Object owner or operator
A management view of investment, actual costs, income, and available funds for each object.
What problems does it solve?
Object, work, and payment data is scattered across spreadsheets, chats, and bank statements.
It is unclear who funded an expense and how much each participant should have contributed.
A budget exists, but actual spend, remaining funds, and overruns are difficult to see quickly.
Internal debt and offsets are calculated manually and create disputes between partners.
After a correction, it is hard to reconstruct who changed a financial record, when, and why.
Payments in UAH, EUR, and USD have to be converted separately and explained to partners.
Everything you need for your daily work
One simple system for daily work, clients and control.
Agreements, shares, and objects
Link an object to one or more agreements; participants and shares are carried over automatically.
Work and contractors
Planned and actual dates, statuses, responsible staff, contractors, contract value, and payments.
Expenses and supplier offers
Classify expenses and record funding source, sponsor, participant payments, and offer files.
Internal debt and repayments
The system calculates who funded other participants and records repayments and offsets.
Income and fund distribution
Record income and prepare distribution periods, reserves, debt offsets, and share-based payouts.
Management dashboard
Budget, actual spend, remaining funds, income, debt, payouts, and control signals filtered by object and period.
Dedicated currency field
UAH by default. EUR and USD, transaction amount, exchange rate, and rate date are available on Standard and above.
Reminders and Telegram
Link reminders to objects, work, and expenses; connect employees and participants to Telegram.
Photos and change history
Store photos by object and work item, and review the change history of key records.
How it works
Add participants
Create partner or company records with contact and legal details.
Record the agreement
Set dates, currency, and participant shares totaling exactly 100%.
Create the object and work plan
Link the agreement and add the investment estimate, work, contractors, and dates.
Track actuals and distribution
Post expenses and income, control debt, and approve participant payouts.
Pricing plans
Start free, scale as you grow.
| Feature |
Trial
0 UAH / 14 days
|
Basic
650 UAH
/ month
|
Most popular
Standard
1 300 UAH
/ month
|
Premium
2 600 UAH
/ month
|
Enterprise
5 200 UAH
/ month
|
|---|---|---|---|---|---|
| Users | 5 | 1 | 5 | Unlimited | Unlimited |
| Active objects | 5 | 1 | 5 | 25 | Unlimited |
| Agreements, participants, and shares | ✓ | ✓ | ✓ | ✓ | ✓ |
| Work, expenses, and income | ✓ | ✓ | ✓ | ✓ | ✓ |
| Income and fund distribution | ✓ | ✓ | ✓ | ✓ | ✓ |
| Multi-currency: UAH, EUR, USD | ✓ | — | ✓ | ✓ | ✓ |
| Employee roles | ✓ | — | ✓ | ✓ | ✓ |
| Telegram notifications | ✓ | — | ✓ | ✓ | ✓ |
| Management dashboard | Full | Basic | Full | Full | Full |
| Change history | Full | 30 days | 12 months | Full | Full |
| API access | — | — | — | ✓ | ✓ |
| Interface terminology customization | — | — | — | — | ✓ |
| Dedicated manager and SLA | — | — | — | — | ✓ |
| Self-hosted option | — | — | — | — | ✓ |
| Register free trial | |||||
Ready to get started?
Test ІнвестОблік CRM with a real scenario: add an agreement and object, post an expense, and see how the system calculates contributions, debt, and available funds.