Exclusive Stunning Features
Smart features that enable your team to generate more business and deliver a great customer engagement experience.
Send automated Email and SMS reminders to your clients and make your job easier.
Create and manage multiple teams as per your organization's need. Allocate tasks to respective
teams and track the progress.
Define the roles and positions.
Edit and remove teams and members.
Assign clients and tasks easily.
Create a task, independent or assigned by a client,
once or recurring. Assign it to individual resource
or a team.
Monitor the task with regular stream syn.
Status updates to keep a check.
Reminders are attach to your tasks on email or SMS.
Convert your leads into opportunities, and see your business booming. Reward your sources and makes your business standout.
Keep a track on the mode of leads.
Segregate leads using a wide variety of filter options.
Watch all activities assigned users all at one place i.e. meetings, calls, streams and tasks.
Set various roles in your organization that you need to manage your business which accelerate performance. and more competitive.
Assign to resources & define organization hierarchy.
Grant or deny permission to maintain authority & responsibility.
Define access for every role & extent activity of each role.
Edit, Remove and add unlimited roles.
Add your clients and assign a portal and define access. Allowing the client to have a view over the updates helps to maintain transparency.
Tasks can be created, either by you or the client.
Raise estimates/ quotations and let your client accept or decline.
Raise invoices and track payment history.
Learn how our customers are achieving dramatic results with FinCRM.
Surge in Lead Capturing
Increase in Operational
More Efficient Document
Improvement in Ease of
Digital Marketing Specialist
FinCRM has everything that we needed for business in our company. I am glad that I chose FinCRM to improve our marketing activities and lead capturing. It has user-friendly interface, which is easy to use even by layman. I would highly recommend FinCRM, who is looking forward to establishing a successful business.
The thing that I liked the most about FinCRM is its clean and simple user interface. We don’t need an expert to use it and guide us. Now, we can complete all the compliances timely without missing any deadlines. We have felt more powerful with the insightful reports generated by FinCRM in no time. Our employees are really happy using it and saving a lot of time.
We used to do a lot of work manually without realizing that we can save a lot of our time. Introduction of FinCRM in our daily work has made us achieve our goals faster and prepare higher targets. It is a complete package to carry out all the office operations. The office organizer in FinCRM is like cherry on the cake.
We have given FinCRM to our sales & marketing team and it will be prudent to say that we have seen a lot of improvements. Teams are clearing sales pipeline faster and we are more wisely investing in marketing campaigns. The reports that we get through FinCRM are so precise and easy to read for making important decisions.
I was earlier so much worried about losing important documents. We have been using some cloud-based services but never felt 100% security. But FinCRM has taken away all my stress of document administration. I am storing a large number of documents in FinCRM without ever losing them. I can boundlessly say that I am entirely satisfied.
Before using FinCRM, we were extremely worried about falling leads through cracks. We explored a lot of CRMs to cope up with this and ended up choosing FinCRM for trial. From the first day of deploying FinCRM, we understood that it is going to be with us in long-run. We haven’t faced a single issue with FinCRM till now. Keep the good work up.