15 Days Free Trial. No credit card required.

Choose yours among different packages for different businesses.

    • STARTER
      750

      user/month, billed monthly

      For small startups with up to 5 users.

      • 5 Users
      • 200 SMS/month
      • 10 GB Storage
      • All CRM Features
    • ESSENTIAL
      700

      user/month, billed monthly

      For SMEs having employee size up to 10 users.

      • 10 Users
      • 500 SMS/month
      • 25 GB Storage
      • All CRM Features
    • ENTERPRISE
      600

      user/month, billed monthly

      For firms operating with upto 20 users.

      • 20 Users
      • 1000 SMS/month
      • 60 GB Storage
      • All CRM Features
    • ULTIMATE
      500

      user/month, billed monthly

      For big companies looking for CRM with upto 50 users.

      • 50 Users
      • 2500 SMS/month
      • 150 GB Storage
      • All CRM Features

Can't decide which plan is right for you?

Customize your plan on the grounds of your requirements

No of Users

No of SMS

Disk Space(in GB)

  • CUSTOM

    2700

    Billed Monthly

    • 54 Users
    • 2200 SMS/month
    • 90 GB Storage
    • All CRM Features

FEATURES THAT YOU GET IN ALL THE PLANS

Account & Contact Management

Account & Contact Management

Create, export, or import accounts & contacts using FinCRM and track them easily anytime.

Know More
Leads Management

Leads Management

Smartly capture, distribute, and track all your leads without hassle under one umbrella platform.

Know More
Opportunity Management

Opportunity Management

Help sales and marketing teams with FinCRM to track and manage opportunities from a single platform.

Know More
Revenue Forecasting

Revenue Forecasting

Recognize most lucrative lead sources through FinCRM and forecast your business revenue.

Know More
Dynamic Entity Creation

Dynamic Entity Creation

Create entities in CRM and store unlimited data in them without paying extra charges.

Know More
Sales Pipeline Visualizaton

Sales Pipeline Visualizaton

Glance at the stage of every lead in the sales pipeline with the centralized view in FinCRM.

Know More
Tasks Management

Tasks Management

Make the most out of your time by allocating and managing tasks easily through FinCRM.

Know More
Daily Time Sheet

Daily Time Sheet

Keep track of every employee’s daily work through the bonus office organizer and daily sheet.

Know More
Lead Capture Automation

Lead Capture Automation

Capture leads from third-party websites, marketing campaigns, web forms, and marketplaces with zero leakage.

Know More
Data Import & Export

Data Import & Export

Leverage unlimited data import and export with FinCRM. No hidden fee, no restriction for unlimited records.

Know More
Marketing Campaign Management

Marketing Campaign Management

Promote your products/services by sending promotional emails/SMS and manage marketing campaigns

Know More
Email & Sms Reminders

Email & SMS Reminders

Be it a follow up, meeting, or deadline reminder, contact your customers through FinCRM

Know More
Reports & Dashboards

Reports & Dashboards

Get better insights through graphical reports of a marketing campaign, leads source, or individual/team.

Know More
Meetings & Calendar

Meetings & Calendar

Never get late for any meeting by setting reminder beforehand in calendar in FinCRM.

Know More
Client Portal

Client Portal

Maintain transparency with clients and strengthen their trust on you with FinCRM.

Know More
Estimates & Invoices

Estimates & Invoices

Prepare quotes & invoices within FinCRM in just few minutes and never lose a deal.

Know More
  Knowledge Base

Knowledge Base

Keep your staff updated and improve their expertise about business through knowledge base.

Know More
Document Manager

Document Manager

Use the encrypted, safest and, the most reliable document manager in FinCRM to store your most important files.

Know More

Frequently asked questions

What is CRM?

CRM or Customer relationship management is a technical approach to streamline operations, increase productivity, and accelerate sales. It is a tool used by every business, from start-up to MNC, to manage their important data safely. Every kind of business, including real estate, business advisory, financial consultancy, travel & tourism, banks, etc., can use CRM software to get a better way of handling external interactions and relationships with customers. It is one central place to store customer, lead, and prospect details in a systematic manner. CRM software is a solution to many problems being faced by any organization. You can easily drive your business by gaining insights from the right CRM for your business and touch the highest peaks of success.

Can I get a demo and 15-days free trial of FinCRM?

Yes, you can get a demo and free trial of FinCRM. For demo, you just need to register on our website: http://www.fincrm.net. For free trial, you need to register and sign up for it on our website. You can enjoy services of our ‘Starter’ pack for first 15 days. This plan will include access to 5 users, 200 SMS/month, 10 GB storage, and all CRM features. After 15th day, these services will be revoked and you will have to buy any desired plan to restart using FinCRM.

How do you accept payments for any FinCRM plan?

You can pay us using any general payment methods, such as debit card, credit card, UPI, etc. to purchase or upgrade any plan.

Do you have partnership program for reselling FinCRM?

Yes, we have channel partnership program for reselling FinCRM. You can explore our partnership program for reselling CRM here: http://fincrm.net/partner

Can I upgrade or downgrade my plan anytime?

Yes, you can upgrade, downgrade, or cancel your plan anytime. To switch your CRM subscription plan, visit here http://fincrm.net/pricing.

Do you provide solutions for every business type?

Yes, we provide FinCRM with vertical-specific solutions. We serve various verticals, such as real estate, banks & NBFCs, education, ecommerce, business advisory, travel & tourism, insurance, healthcare, etc. You will get customized solutions for your vertical in this CRM software.

Do you offer customized subscription plans?

We can customize your subscription plans in accordance with your requirements. You can simply let us know your needs in CRM and we will personalize FinCRM for you. You can check price of the customized package through meter available below standard subscription plans here: http://fincrm.net/pricing.

Can I get more emails/SMS after my limit expires?

Yes, there can be a possibility that you use all the SMS/emails available in your package and you need more. Considering this, we have provided an option for you to buy add-ons and continue using SMS/email services. You can see all the add-ons available through your dashboard and buy them from there to have some more SMS/emails for use.

Can I save unlimited records in FinCRM?

FinCRM allows you to create dynamic entities as per your business requirements, wherein you can store unlimited records without paying extra for that. Also, there is no capping for data import/export and you need not to pay anything extra for this. You will get exported data file in excel format for reducing your work in systemizing that data. There are no hidden charges with this CRM and that’s why we are gaining more & more trust of our customers.

How my data is secure with FinCRM?

At FinCRM, we are anxious about the security of your data. Therefore, we use AWS servers to store your data in single database, which makes our data storage system stronger. Our storage system is highly encrypted and that’s why, we ensure your data security in our CRM.

How much time does onboarding process of FinCRM take?

Onboarding process of FinCRM is very simple and less time consuming. You just need to register and request for a subscription and within maximum 30 minutes, you are good to go with our CRM.

How do you compare FinCRM to the competition?

FinCRM provides you the most affordable and all-inclusive platform to streamline the entire journey of your customers. From generating leads to predicting the future revenue, it helps you in managing your entire sales process. FinCRM is a CRM-cum-office organizer, which leaves no headache of integrating or even opening any other software for office operations. The outstanding features of this CRM-cum-office organizer reinforce our foothold in the competition.

Have more questions?

For more queries, you can contact us on support@fincrm.net. We will be glad to solve your queries and include you in our long-term customers’ list.

CRM or Customer relationship management is a technical approach to streamline operations, increase productivity, and accelerate sales. It is a tool used by every business, from start-up to MNC, to manage their important data safely. Every kind of business, including real estate, business advisory, financial consultancy, travel & tourism, banks, etc., can use CRM software to get a better way of handling external interactions and relationships with customers. It is one central place to store customer, lead, and prospect details in a systematic manner. CRM software is a solution to many problems being faced by any organization. You can easily drive your business by gaining insights from the right CRM for your business and touch the highest peaks of success.

Yes, you can get a demo and free trial of FinCRM. For demo, you just need to register on our website: http://www.fincrm.net . For free trial, you need to register and sign up for it on our website. You can enjoy services of our ‘Starter’ pack for first 15 days. This plan will include access to 5 users, 200 SMS/month, 10 GB storage, and all CRM features. After 15th day, these services will be revoked and you will have to buy any desired plan to restart using FinCRM.

You can pay us using any general payment methods, such as debit card, credit card, UPI, etc. to purchase or upgrade any plan.

Yes, we have channel partnership program for reselling FinCRM. You can explore our partnership program for reselling CRM here: http://fincrm.net/partner

Yes, you can upgrade, downgrade, or cancel your plan anytime. To switch your CRM subscription plan, visit here http://fincrm.net/pricing.

Yes, we provide FinCRM with vertical-specific solutions. We serve various verticals, such as real estate, banks & NBFCs, education, ecommerce, business advisory, travel & tourism, insurance, healthcare, etc. You will get customized solutions for your vertical in this CRM software.

We can customize your subscription plans in accordance with your requirements. You can simply let us know your needs in CRM and we will personalize FinCRM for you. You can check price of the customized package through meter available below standard subscription plans here: http://fincrm.net/pricing.

Yes, there can be a possibility that you use all the SMS/emails available in your package and you need more. Considering this, we have provided an option for you to buy add-ons and continue using SMS/email services. You can see all the add-ons available through your dashboard and buy them from there to have some more SMS/emails for use.

FinCRM allows you to create dynamic entities as per your business requirements, wherein you can store unlimited records without paying extra for that. Also, there is no capping for data import/export and you need not to pay anything extra for this. You will get exported data file in excel format for reducing your work in systemizing that data. There are no hidden charges with this CRM and that’s why we are gaining more & more trust of our customers.

At FinCRM, we are anxious about the security of your data. Therefore, we use AWS servers to store your data in single database, which makes our data storage system stronger. Our storage system is highly encrypted and that’s why, we ensure your data security in our CRM.

Onboarding process of FinCRM is very simple and less time consuming. You just need to register and request for a subscription and within maximum 30 minutes, you are good to go with our CRM.

FinCRM provides you the most affordable and all-inclusive platform to streamline the entire journey of your customers. From generating leads to predicting the future revenue, it helps you in managing your entire sales process. FinCRM is a CRM-cum-office organizer, which leaves no headache of integrating or even opening any other software for office operations. The outstanding features of this CRM-cum-office organizer reinforce our foothold in the competition.

For more queries, you can contact us on support@fincrm.net. We will be glad to solve your queries and include you in our long-term customers’ list.