Account & Contact Management

Create and save unlimited accounts and contacts in FinCRM.

	Account Management Software

Save All Your Accounts/Contacts at One Place

Have you been shuffling tabs to find out contact details of your clients? Now you got a solution. Save unlimited client information in FinCRM. A built-in account and contact management system in our CRM software can help you to safely handle and store details of n number of clients for as long as you want. Secure your data by assigning users and maintaining privacy of your entire account/contact list.

Maintain Client Data Privacy

With the data of your clients, you also get responsibility to keep it safe any way. Exposing this data to every employee can pose risk to the security and privacy of data. To deal with this, FinCRM has brought an account and contact management solution at your desk. You can assign a single client’s data to one user and only the respective user can access that data. This differential characteristic of our CRM software makes it an outstanding choice among other CRMs.

Client Data Privacy With Account Management
Create Customized Form in FinCRM

From Name to Address, Everything is Here

Different businesses have different requirements for customer details. Here, FinCRM defines its peculiarity by allowing customization in customer detail form. Maintain each detail, including addresses, websites, multiple phone numbers, multiple emails, industry, recent conversation, etc., of every client at one place. You can simply select the details that you need about the customer and create your own customized form. Deploy FinCRM and never wander from application to application for any single client information.

Import & Export Data in Bulk without Restrictions

The feature that adds quirk to FinCRM is unrestricted import and export of data in bulk. This characteristic makes FinCRM out of the way from other CRMs in the market. You can create, import or export any number of records in FinCRM without any restriction and charges, unlike other CRM software. With no limitations on record keeping, expand your customer base as much as possible and forget about disposing any other data to lodge new data.

Import & Export Data in Bulk
	All in One CRM for Contact/Account Management

360º Contact/Account Management

For the details of clients, we have designed accounts and contact management system to present a consolidated view of all the activities effectuated with the contact/account. FinCRM has managed to present series of activities performed with the contact/account on the single page for your convenience. No need to juggle between places to look into the calls, meetings, and tasks with the client. Everything you need to know is available on the one page in our CRM software for holistic experience.

Perceive Every Conversation with Client

Knowing every important conversation with your client from start to end is utmost important in business. From account/contact creation to every conversation with the client, you can see everything on the single page through streams in FinCRM. The assigned users can post recent conversation with the client, which can be seen along with the entire client info. This will help other person to know better about previous conversation/business with the client for improved customer handling.

Conversation Tracking
	Account Management Software

Save All Your Accounts/Contacts at One Place

Have you been shuffling tabs to find out contact details of your clients? Now you got a solution. Save unlimited client information in FinCRM. A built-in account and contact management system in our CRM software can help you to safely handle and store details of n number of clients for as long as you want. Secure your data by assigning users and maintaining privacy of your entire account/contact list.

Client Data Privacy With Account Management

Maintain Client Data Privacy

With the data of your clients, you also get responsibility to keep it safe any way. Exposing this data to every employee can pose risk to the security and privacy of data. To deal with this, FinCRM has brought an account and contact management solution at your desk. You can assign a single client’s data to one user and only the respective user can access that data. This differential characteristic of our CRM software makes it an outstanding choice among other CRMs.

Create Customized Form in FinCRM

From Name to Address, Everything is Here

Different businesses have different requirements for customer details. Here, FinCRM defines its peculiarity by allowing customization in customer detail form. Maintain each detail, including addresses, websites, multiple phone numbers, multiple emails, industry, recent conversation, etc., of every client at one place. You can simply select the details that you need about the customer and create your own customized form. Deploy FinCRM and never wander from application to application for any single client information.

Import & Export Data in Bulk

Import & Export Data in Bulk without Restrictions

The feature that adds quirk to FinCRM is unrestricted import and export of data in bulk. This characteristic makes FinCRM out of the way from other CRMs in the market. You can create, import or export any number of records in FinCRM without any restriction and charges, unlike other CRM software. With no limitations on record keeping, expand your customer base as much as possible and forget about disposing any other data to lodge new data.

	All in One CRM for Contact/Account Management

360º Contact/Account Management

For the details of clients, we have designed accounts and contact management system to present a consolidated view of all the activities effectuated with the contact/account. FinCRM has managed to present series of activities performed with the contact/account on the single page for your convenience. No need to juggle between places to look into the calls, meetings, and tasks with the client. Everything you need to know is available on the one page in our CRM software for holistic experience.

Conversation Tracking

Perceive Every Conversation with Client

Knowing every important conversation with your client from start to end is utmost important in business. From account/contact creation to every conversation with the client, you can see everything on the single page through streams in FinCRM. The assigned users can post recent conversation with the client, which can be seen along with the entire client info. This will help other person to know better about previous conversation/business with the client for improved customer handling.