Exclusive Stunning Features

Here's why our customers choose us

Smart features that enable your team to generate more business and deliver a great customer engagement experience.

Assign, Manage, Monitor

Team

Manage Multiple Teams

Create and manage multiple teams as per your organization's need. Allocate tasks to respective
teams and track the progress.

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Define the roles and positions.

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Edit and remove teams and members.

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Assign clients and tasks easily.

Team Management
Task

Create a Task

Create a task, independent or assigned by a client,
once or recurring. Assign it to individual resource
or a team.

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Monitor the task with regular stream syn.

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Status updates to keep a check.

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Reminders are attach to your tasks on email or SMS.

Task Management
Lead

Convert leads to opportunities

Convert your leads into opportunities, and see your business booming. Reward your sources and makes your business standout.

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Keep a track on the mode of leads.

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Segregate leads using a wide variety of filter options.

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Watch all activities assigned users all at one place i.e. meetings, calls, streams and tasks.

Lead Management
Role

Set a various Roles

Set various roles in your organization that you need to manage your business which accelerate performance. and more competitive.

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Assign to resources & define organization hierarchy.

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Grant or deny permission to maintain authority & responsibility.

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Define access for every role & extent activity of each role.

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Edit, Remove and add unlimited roles.

Role Management
Client

Add your clients

Add your clients and assign a portal and define access. Allowing the client to have a view over the updates helps to maintain transparency.

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Tasks can be created, either by you or the client.

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Raise estimates/ quotations and let your client accept or decline.

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Raise invoices and track payment history.

CRM With Client Portal

Customer Results

Learn how our customers are achieving dramatic results with FinCRM.

33%

Surge in Lead Capturing
Efficiency

29%

Increase in Operational
Efficiency

45%

More Efficient Document
Management

75%

Improvement in Ease of
Data Migration

What our clients say about us?

Testimonials