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: https://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: https://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 https://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: https://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 firstname.lastname@example.org. We will be glad to solve your queries and include you in our long-term customers’ list.