CRM Software for Business Advisory

Business advisors are a set of ideal professionals who are required to operate under a set of norms, under a specified format and in a time bound manner with a ton of confidential documents. All of this applies to their huge client base, and at the same time they are also involved in acquiring new clients. The number of tasks are not less, but the operating mode can be cut short to just one i.e. FinCRM. Read below to find out how.

CRM Software for Business Advisory | FinCRM

How FinCRM can be Instrumental for Business Advisory?

Attending important meetings, complete time-constraint tasks, knowledge of the latest government regulations, and the list of the works done by a business advisory firm goes on. Effectuating and completing all these tasks smoothly might not be easy. FinCRM not only helps you in maintaining records, but in task management, performance report generation, storing confidential documents, keeping up-to-date with the latest statutory measures, auto lead capturing and more. Let’s see how our CRM can turn out to be a savior for business advisory firms.

Leads from 3rd party channels | FinCRM

Grab Potential Leads Automatically

Lead capturing is one of the most mundane tasks in a business advisory. How about skipping this task? Yes, this is possible with FinCRM. You can skip the manual lead capturing process and rely on our CRM software for that. Select desired 3rd party channels, such as Sulekha, Indiamart, Facebook, etc. and our CRM software will capture leads automatically for you. This saves your time from checking e-mail or the 3rd party channel every time and then manually recording it into a spreadsheet, FinCRM does it all automatically. Also, it helps you identify which channel is providing you the best results. Interesting, right?

Rely on CRM for Your Task Management Job

A professional business advisor can grow his services only if the clients are more than satisfied, for which he needs to be proactive when it comes to time management. Assigning a task to the right person with enough potential to deliver it by the deadline is of utmost importance when it comes to client satisfaction. Not just one time tasks, we’ve even covered you in case of recurring tasks. You can even share this task with your client and he can transparently check all the updates related to it by himself, instead of the traditional follow-up routine. It never stops impressing you.

Task management software | FinCRM
End to End Encryption for Documents | FinCRM

Stay Stress-free About Security of Important Documents

Business advisory professionals have to maintain a safe record of a colossal amount of confidential documents for several years to be in line with various statutory regulations. Security and Confidentiality are still vulnerable when your documents are exposed to unwanted accessibility or unwanted data loss. FinCRM offers you not just any ordinary cloud based document manager, it’s equipped with access control and maker-checker feature to let you control who can upload or download or see the documents in any folder or subfolder and never lets anyone delete any file out rightly, without being approved by the admin. Trust us, even we won’t ever get to know what do you store on your document manager.

Forecast Revenue with Graphical Reports

With the analysis of clients’ businesses, a business advisory also needs to keep a check on its own growth. Graphical reports produced by FinCRM can do this task for you. You will get in-depth revenue forecast reports and sales & marketing team performance with various filters to analyze your business growth from every angle. You can even figure out your most productive marketing campaign and allocate your resources accordingly. It is your chance to streamline your marketing tactics to generate more leads, convert them, and strengthen the weak points by leveraging our CRM software.

Presentation of sales through graphs | FinCRM
Generate GST Invoice | FinCRM

Digitize your Billing Process with FinCRM

Professional services industry is facing quite a rise in competitors with the rise of technology. Speed and cost effectiveness are a few factors which can give you the required edge. When capturing leads through third party channels or other modes, it becomes relevant to accept the fact that there is a prospective client who is receiving estimates from your competitors. You can prepare digitized estimates & GST compliant invoices directly from our CRM and share it with clients or prospects instantly. Also keep a record of every payments received and leverage debtor’s ageing reports to never miss a payment from anyone.

Stay Updated Using Knowledge Base

There is always room for improvement for everyone. Especially in business advisory, where various professionals regularly deal with updated government norms, laws and other dynamic details. Each of your employees can stay updated about every knowledgeable topic with the knowledge base in FinCRM. You can simply upload the required draft/article and assign access to people. You can now stay always ready to acquire more and more customers with an intelligent workforce.

Finance Firm Knowledge Base | FinCRM
Message Reminders | FinCRM

Never miss out with SMS and Email Reminders

Most people experience difficulty in remembering about payment deadlines amidst busy schedules and have to pay penalties. But when they are dealing with you, here is an opportunity to offer best customer experience to your clients. Send personalized SMS and email reminders to your clients/prospects nudging them about payment deadlines, follow-ups, or meetings. Our CRM software has the peculiarity to let you preset time & date for sending email and SMS reminders to your prospects and save them from penalties, missed appointments, and much more.

Share Crucial Details with Clients through Secure Doorway

Clients, these days, expect as much as transparency and access to their financial documents. Take the time by forelock and grab this opportunity to win clients’ trust through FinCRM. We have designed our CRM software with a very secure doorway, namely “Client Portal”, to let you share info with clients through a secure doorway. So, you can improve the turnaround time of your business advisory and complete projects before time.

Secure doorway for Clients | FinCRM
Keep a record of the leads | FinCRM

Keep Unlimited Record of Leads & Opportunities in CRM

As we already know that you have to keep data secure for years and meanwhile, you get so many new customers also. Many other CRM software options in the market may put up additional charges for storing accounts, leads, and opportunities above the capping. But this is not the case with FinCRM. You can store as much leads, opportunities, & accounts and records in custom entities for as long as you want. You can also import and export unlimited records in our CRM software. And yes, this is all at no extra cost, just for your service.

Leads from 3rd party channels | FinCRM

Grab Potential Leads Automatically

Lead capturing is one of the most mundane tasks in a business advisory. How about skipping this task? Yes, this is possible with FinCRM. You can skip the manual lead capturing process and rely on our CRM software for that. Select desired 3rd party channels, such as Sulekha, Indiamart, Facebook, etc. and our CRM software will capture leads automatically for you. This saves your time from checking e-mail or the 3rd party channel every time and then manually recording it into a spreadsheet, FinCRM does it all automatically. Also, it helps you identify which channel is providing you the best results. Interesting, right?

Task management software | FinCRM

Rely on CRM for Your Task Management Job

A professional business advisor can grow his services only if the clients are more than satisfied, for which he needs to be proactive when it comes to time management. Assigning a task to the right person with enough potential to deliver it by the deadline is of utmost importance when it comes to client satisfaction. Not just one time tasks, we’ve even covered you in case of recurring tasks. You can even share this task with your client and he can transparently check all the updates related to it by himself, instead of the traditional follow-up routine. It never stops impressing you.

End to End Encryption for Documents | FinCRM

Stay Stress-free About Security of Important Documents

Business advisory professionals have to maintain a safe record of a colossal amount of confidential documents for several years to be in line with various statutory regulations. Security and Confidentiality are still vulnerable when your documents are exposed to unwanted accessibility or unwanted data loss. FinCRM offers you not just any ordinary cloud based document manager, it’s equipped with access control and maker-checker feature to let you control who can upload or download or see the documents in any folder or subfolder and never lets anyone delete any file out rightly, without being approved by the admin. Trust us, even we won’t ever get to know what do you store on your document manager.

Presentation of sales through graphs | FinCRM

Forecast Revenue with Graphical Reports

With the analysis of clients’ businesses, a business advisory also needs to keep a check on its own growth. Graphical reports produced by FinCRM can do this task for you. You will get in-depth revenue forecast reports and sales & marketing team performance with various filters to analyze your business growth from every angle. You can even figure out your most productive marketing campaign and allocate your resources accordingly. It is your chance to streamline your marketing tactics to generate more leads, convert them, and strengthen the weak points by leveraging our CRM software.

Generate GST Invoice | FinCRM

Digitize your Billing Process with FinCRM

Professional services industry is facing quite a rise in competitors with the rise of technology. Speed and cost effectiveness are a few factors which can give you the required edge. When capturing leads through third party channels or other modes, it becomes relevant to accept the fact that there is a prospective client who is receiving estimates from your competitors. You can prepare digitized estimates & GST compliant invoices directly from our CRM and share it with clients or prospects instantly. Also keep a record of every payments received and leverage debtor’s ageing reports to never miss a payment from anyone.

Finance Firm Knowledge Base | FinCRM

Stay Updated Using Knowledge Base

There is always room for improvement for everyone. Especially in business advisory, where various professionals regularly deal with updated government norms, laws and other dynamic details. Each of your employees can stay updated about every knowledgeable topic with the knowledge base in FinCRM. You can simply upload the required draft/article and assign access to people. You can now stay always ready to acquire more and more customers with an intelligent workforce.

Message Reminders | FinCRM

Never miss out with SMS and Email Reminders

Most people experience difficulty in remembering about payment deadlines amidst busy schedules and have to pay penalties. But when they are dealing with you, here is an opportunity to offer best customer experience to your clients. Send personalized SMS and email reminders to your clients/prospects nudging them about payment deadlines, follow-ups, or meetings. Our CRM software has the peculiarity to let you preset time & date for sending email and SMS reminders to your prospects and save them from penalties, missed appointments, and much more.

Secure doorway for Clients | FinCRM

Share Crucial Details with Clients through Secure Doorway

Clients, these days, expect as much as transparency and access to their financial documents. Take the time by forelock and grab this opportunity to win clients’ trust through FinCRM. We have designed our CRM software with a very secure doorway, namely “Client Portal”, to let you share info with clients through a secure doorway. So, you can improve the turnaround time of your business advisory and complete projects before time.

Keep a record of the leads | FinCRM

Keep Unlimited Record of Leads & Opportunities in CRM

As we already know that you have to keep data secure for years and meanwhile, you get so many new customers also. Many other CRM software options in the market may put up additional charges for storing accounts, leads, and opportunities above the capping. But this is not the case with FinCRM. You can store as much leads, opportunities, & accounts and records in custom entities for as long as you want. You can also import and export unlimited records in our CRM software. And yes, this is all at no extra cost, just for your service.