Lead Management

Generate, manage, and protect your leads in FinCRM

Lead Management System

Automatic Lead Capturing with Zero Leakage

More leads equals to more money, but collecting a massive amount of leads manually is bustling. To ease your work life and provide you more profits, FinCRM introduces automatic lead capturing with no chance of leakage. You can integrate this CRM software with online channels, such as social media, Google ads, email, webinar, chat, third party websites, etc., and see automatic lead capturing from these channels. Today’s leads are tomorrow’s opportunities and losing any potential lead can cost you a lot. Leave all these worries on us and leverage FinCRM for efficient business and leveled-up RoI.

Maintain Every Offline Lead on Record

Among various methods of lead capturing, one of the traditional ways is offline lead capturing. Whatever the method you are using, every lead is important. With FinCRM, you can create leads manually in the system or upload leads in bulk. You can keep track of their progress all the while till closure. We have left no chance of losing prospects at any stage so that you can focus on lead conversion more than losses.

Offline Lead Management With CRM
Actions Taken on Lead

360º View of Activities on Leads

Now, you don’t need to switch between applications or screens for the entire customer history. You can see activities performed on a particular lead on a single page in organized manner through FinCRM. Whether you have scheduled a meeting or a call, all you can see on a single page and manage your work easily.

Glance at the Progress of Leads

Just capturing leads is not enough, but progress of leads is also extremely important. You can see every lead moving forward in sales pipeline through FinCRM. From the very first move to the conversion of lead, you can keep an eye on everything. You can simply leave a distinguishing mark on customers’ mind by using case-by-case approach through streams of our CRM software.

Lead Progress Tracking
Convert Lead Into Opportunity With FinCRM

Click Once and Convert Lead into Opportunity

When you know that leads are interested in your services, why to wait for converting them into opportunity? We have paved a simplest way for you, just a click. Yes, one click and you don’t have to enter the entire details again. While converting, determine stage in pipeline, set probability of conversion, and decide a date to close the deal. These details will ease your repeated data entry process and help you to prioritize opportunities logically.

Drag and Drop Leads in Kanban View

Everything organized and filtered seems very easy to work with. Kanban view in FinCRM is developed with the same target, i.e. to ease your job. You can see all the leads filtered according to their status and examine sales pipeline. You can eve drag and drop leads from one status to another directly from kanban display in our CRM software to turn your hectic work into hustle-free job.

Kanban View in FinCRM
Protect Lead Data With User Authorization

Restricted Editing of Lead Data for Enhanced Privacy

When you hold someone’s information, you have all the responsibilities to protect it too. As FinCRM already protects leads from leakage, it also allows admin to authorize users for making revisions in lead data. Not every user will be able to edit lead information in our CRM software, which sets the new standards for data privacy and empowers your business.

Lead Management System

Automatic Lead Capturing with Zero Leakage

More leads equals to more money, but collecting a massive amount of leads manually is bustling. To ease your work life and provide you more profits, FinCRM introduces automatic lead capturing with no chance of leakage. You can integrate this CRM software with online channels, such as social media, Google ads, email, webinar, chat, third party websites, etc., and see automatic lead capturing from these channels. Today’s leads are tomorrow’s opportunities and losing any potential lead can cost you a lot. Leave all these worries on us and leverage FinCRM for efficient business and leveled-up RoI.

Offline Lead Management With CRM

Maintain Every Offline Lead on Record

Among various methods of lead capturing, one of the traditional ways is offline lead capturing. Whatever the method you are using, every lead is important. With FinCRM, you can create leads manually in the system or upload leads in bulk. You can keep track of their progress all the while till closure. We have left no chance of losing prospects at any stage so that you can focus on lead conversion more than losses.

Actions Taken on Lead

360º View of Activities on Leads

Now, you don’t need to switch between applications or screens for the entire customer history. You can see activities performed on a particular lead on a single page in organized manner through FinCRM. Whether you have scheduled a meeting or a call, all you can see on a single page and manage your work easily.

Lead Progress Tracking

Glance at the Progress of Leads

Just capturing leads is not enough, but progress of leads is also extremely important. You can see every lead moving forward in sales pipeline through FinCRM. From the very first move to the conversion of lead, you can keep an eye on everything. You can simply leave a distinguishing mark on customers’ mind by using case-by-case approach through streams of our CRM software.

Convert Lead Into Opportunity With FinCRM

Click Once and Convert Lead into Opportunity

When you know that leads are interested in your services, why to wait for converting them into opportunity? We have paved a simplest way for you, just a click. Yes, one click and you don’t have to enter the entire details again. While converting, determine stage in pipeline, set probability of conversion, and decide a date to close the deal. These details will ease your repeated data entry process and help you to prioritize opportunities logically.

Kanban View in FinCRM

Drag and Drop Leads in Kanban View

Everything organized and filtered seems very easy to work with. Kanban view in FinCRM is developed with the same target, i.e. to ease your job. You can see all the leads filtered according to their status and examine sales pipeline. You can eve drag and drop leads from one status to another directly from kanban display in our CRM software to turn your hectic work into hustle-free job.

Protect Lead Data With User Authorization

Restricted Editing of Lead Data for Enhanced Privacy

When you hold someone’s information, you have all the responsibilities to protect it too. As FinCRM already protects leads from leakage, it also allows admin to authorize users for making revisions in lead data. Not every user will be able to edit lead information in our CRM software, which sets the new standards for data privacy and empowers your business.