FinCRM

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What is FinCRM?

FinCRM holds expertise in providing Full Stack Office Management and Customer Relationship Management (CRM) software solutions.

FinCRM holds expertise in providing Customer Relationship Management (CRM) software and Full Stack Office Management solutions. The company possesses prowess in developing tailored CRM software solutions with integration of advanced features to empower your workforce and lead to the pathway of lucrative business opportunities. It also offers CRM integrated Office Management Software to streamline your internal operations, improve marketing proficiency, and upsurge productivity.

FinCRM is developed to serve several industries, including insurance, bank, NBFC, education, e-commerce, auto dealership, and more. The software is developed in such a way that any industry player can customize it as per requirement.

FinCRM Features :
Account & Contact Management
Leads Management
Opportunity Management
Revenue Forecasting
Dynamic Entity Creation
Sales Pipeline Visualization
Tasks Management
Daily Time Sheet
Lead Capture Automation
Data Import & Export
Marketing Campaign Management
Email & SMS Reminders
Reports & Dashboards
Meetings & Calendar
Client Portal
Estimates & Invoices
Knowledge Base
Document Manager



FinCRM Awards


FinCRM currently scores 82/100 in the CRM category. This is based on user satisfaction (86/100), press buzz (32/100), and other relevant information on FinCRM gathered from around the web.

The score for this software has declined over the past month. What is this?
www.fincrm.net

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CRM Market Radar

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FinCRM Product Overview

  • Account & Contact Management

  • Leads Management

  • Opportunity Management

  • Revenue Forecasting

  • Dynamic Entity Creation

  • Sales Pipeline Visualizaton

  • Tasks Management

  • Daily Time Sheet

  • Lead Capture Automation

  • Client Portal


Languages Supported: English

CRM Software Buyer Guide 2024

Product recommendations, vendor rankings, market overview and tips on how to select CRM software for business. Published in July 2024.

This software category covers a wide range of applications aimed at making customer relationship management easier and more organized for businesses. CRM software typically features the ability to track customer interactions across multiple communication ch...

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FinCRM Features

  • 2-Factor Authentication
  • 360 Degree Feedback
  • API
  • Application Tracking
  • Attendance Tracking
  • Batch Permissions & Access
  • Calendar Management
  • Chat
  • Contact Management
  • Contact Sharing
  • Customer Management
  • Dashboard
  • Data Export
  • Data Import
  • Data Visualization
  • Document Comparison
  • Email Integration
  • Employee Database
  • Employee Incentive Management
  • Employee Onboarding
  • External Integrations
  • Feedback Management
  • File Sharing
  • File Transfer
  • Forecasting
  • Gantt Charts
  • Google Apps Integration
  • History/Version Control
  • Lead Management
  • Lead Scoring
  • Marketing Automation
  • Multi-User
  • Notifications
  • Onboarding
  • Project Management
  • Scheduling
  • Social-Media Integration
  • Task Scheduling/Tracking
  • Third-Party Plugins/Add-Ons
  • Timesheets
  • Travel Management
  • Vacation & Absence Calendar
  • Call Tracking
  • Time Management
  • Click-to-Dial
  • Network Traffic Monitoring
  • Sales Automation
  • Pipeline Management
FinCRM Pricing

FinCRM Pricing Plans

STARTER

Custom
1 user(s) / month
  • 5 Users
  • 200 SMS/month
  • 10 GB Storage
  • All CRM Features

ESSENTIAL

$10.00
1 user(s) / month
  • 10 Users
  • 500 SMS/month
  • 25 GB Storage
  • All CRM Features

ENTERPRISE

$8.00
1 user(s) / month
  • 20 Users
  • 1000 SMS/month
  • 60 GB Storage
  • All CRM Features

ULTIMATE

Custom
1 user(s) / month
  • 50 Users
  • 2500 SMS/month
  • 150 GB Storage
  • All CRM Features

Plans starting from: $10.00/month Credit card required: No

FinCRM FAQs

Does FinCRM offer guides, tutorials and or customer support?

Phone support,
Knowledgebase,
Customer management,
Online Support,
FAQs

Does FinCRM offer multi-user capability (e.g. teams)?

The software offers multi-user capability.

Who are the main user groups of FinCRM?

Startups,
Small companies,
Enterprises,
Mid-size companies

What platforms does FinCRM support?

Web-based, Android, iOS, Mac, Windows

What are some applications FinCRM is commonly used in tandem with?

Google Contacts and Calendars,
LDAP,
IMAP

Does FinCRM integrate with any other apps?

Yes

Does FinCRM offer an API?

Yes

What is FinCRM generally used for?

Tracking and managing day-to-day customer-centric operations.

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FinCRM Competitors FinCRM Alternatives

FinCRM Alternatives & Competitors

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Zoho CRM
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Odoo CRM
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SAP CRM
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FinCRM User Reviews

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