Finance Management
Streamline deposits, withdrawals, and transfers with smarter financial workflows inside your CRM.
Where Finance Gets Hard
Eight Gaps That Make Financiacl Flow Harder
Keep every money move clear, fast and easy to track.
Finance teams handle many tasks each day. They track deposits, withdrawals, transfers and wallet changes. When these tasks are split across tools, work takes more time.
VAST CRM brings these finance tasks into one workflow. Your team can track each request, check its status and keep key details in one place.
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01
A deposit was
waiting for action.Track deposit requests from one place. See the user, payment method, amount, status and key transaction details without checking many systems.
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02
A withdrawal needed
quick action.Keep withdrawal requests easy to follow. Your team can see pending, processing, approved and rejected requests and take action as needed.
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03
Payment details were
hard to track.Keep payment data with each finance request. View the payment method, amount, account details, date and status from the same record.
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04
Transfers needed too
much manual work.Manage wallet and account transfers through a clear workflow. Support both manual and automatic transfer types where your setup allows it.
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05
Finance teams could
not find a request fast.Use filters to find the right finance record. Search by date, email, status, branch, wallet and other key fields.
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06
Different payment methods
made work harder.Manage requests across bank, UPI, crypto and supported payment gateways. Keep each payment record linked to its method and status.
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07
Manual checks slowed
down daily finance work.Use finance workflows that support automation where it is set up. Your team can still review requests when manual action is needed.
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08
Finance data was spread
across different records.Keep deposits, withdrawals and transfers in the admin portal. Clear records make daily checks, reports and finance work easier to manage.
What You Can Manage
From Deposit to Withdrawal, Keep Finance Simple
Manage key finance tasks with clear steps, smart tools and less manual work.
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Stage one
Deposits
Make deposits easier to manage. Track each request from start to finish. Use automation where your payment setup supports it.
- Bank and UPI payments
- Crypto payment options
- Payment gateway support
- Deposit status tracking
- Amount and payment details
- Automated deposit flow
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Stage two
Wallets & Transfers
Keep wallet and transfer activity easy to follow. Track money as it moves between wallets and trading accounts. Choose manual or automatic transfer flows where supported.
- Wallet management
- Wallet to account transfers
- Account to account transfers
- Internal money transfers
- Manual transfer option
- Automatic transfer option
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Stage three
Withdrawals
Keep withdrawal requests clear and easy to track. Your team can review each request and move it through the right status. Automation can also reduce manual work where your setup allows it.
- Bank and UPI withdrawals
- Crypto withdrawal options
- Payment gateway support
- Pending and processing status
- Approved and rejected status
- Automated withdrawal flow
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Stage four
Track & Review
Keep finance records clear after each transaction. Check amounts, dates, payment methods and status. Use the data for daily checks and finance reports.
- Transaction records
- Deposit and withdrawal history
- Transfer records
- Status and payment details
- Finance filters
- Reports and data export
Payment Methods
More Payment Options, Smoother Finance Flow
Support bank, UPI, crypto and gateway payments while keeping deposits and withdrawals easy to manage.
- Bank Transfer. Support bank-based deposits and withdrawals with clear payment records. Track account details, requested amounts, received amounts and payment status for each transaction.
- UPI. Add UPI as a simple payment option for your finance flow. Keep UPI requests linked to the right user, amount, date and transaction status for easy tracking.
- Crypto Payment Gateway. Connect a crypto payment gateway with your finance system. Track crypto payment requests with the related user, amount, payment details and transaction status.
- Payment Link. Use payment links to make deposit collection simple. Keep each payment request linked to the right user and track whether the payment is pending, completed or rejected.
- Crypto. Support crypto-based deposits and withdrawals with network and currency details. Keep crypto transactions linked to the finance record for easier tracking.
- Netpay Gateway. Connect Netpay Gateway to your finance setup and manage related payment activity. Track requests, amounts, status and transaction details from the admin portal.
Make Finance Easier With Smarter Payments and Less Manual Work.
Questions about Finance
Everything About Finance Management
Simple answers about payments, transfers, withdrawals and finance tracking.
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VAST CRM supports bank transfer, UPI, crypto, crypto payment gateway, payment link and Netpay Gateway. Your team can track the method, amount, date and status for each finance request.
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Yes. VAST CRM supports automated deposit workflows where the payment setup allows it. Your team can also view pending, completed and rejected deposit requests from the admin portal.
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Yes. Withdrawal workflows can be set up to reduce manual work. Your team can still review withdrawal requests and track pending, processing, approved and rejected status.
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Yes. VAST CRM supports both manual and automatic transfer types. Your team can track the requested amount, received amount, status, date and other transfer details.
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Yes. The admin portal gives your team separate views for deposits, withdrawals and transfers. You can use filters such as date, email, status and branch to find the records you need.
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Yes. Finance teams can view balance history, daily balance logs and account statements. Records can show the transaction type, amount, wallet, source and transaction date.