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.
Increase in operational
Reduction in billing
Lower total cost of
Lower loss of marketing
Simple, straightforward user interface with a minimal learning curve, along with easy onboarding, and training programs to help you get started smoothly.
From Excel sheets to FinCRM, we can now make sure that no leads are wasted and that every task done by the team is properly documented.
One of the best in the market, and features like client portal that allow us to make things easier by involving the client right in the action, acts as cherry on the top.