Account and Contact Management

Create, edit or remove entities suited to your business’ requirements.

industry1

Save All Your Accounts & Contacts at One Place

Don’t shuffle tabs to find out contact details of your clients. Now, you can save unlimited client information at one place. A built-in account and contact manager in FinCRM will help you to safely handle and store details of n number of clients for as long as you want. Secure your data by assigning users and maintain privacy of your entire account/contact list.

Maintain Client Data Privacy

When you have data of your clients, then you also have responsibility to keep it safe any way. Exposing this data to every user can pose risk and to deal with this, FinCRM has brought a solution at your desk. You can assign a single client’s data to one user and only the respective user will be able to access that data. This differential characteristic of FinCRM makes it an outstanding choice among other CRMs.

industry1
industry1

From Name to Address, Everything is Here

Different businesses may have different requirements for customer details. Here FinCRM defines its peculiarity by allowing customization in customer detail form. Maintain each detail, including addresses, website, multiple phone numbers, multiple emails, industry, recent conversation, etc. of every client at one place. You can simply select the details that you need about the customer and create your own form. Deploy FinCRM and never wander from application to application for any single client information.

Import & Export Data in Bulk

The feature that adds quirk to FinCRM is export and import of data in bulk. This characteristic makes FinCRM out of the way from other CRMs in the market. You can create, import or export any number of records in FinCRM without any restriction and charges, unlike other CRM software. With no limitations on record keeping, expand your customer base as much as possible and forget about disposing any other data to lodge new data.

industry1
industry1

360º Contact/Account Management

With the details of clients, we have designed accounts and contact managers to present a consolidated view of all the activities effectuated with the contact/account. FinCRM has managed to present series of activities performed with the contact/account on the single page for your convenience. No need to juggle between places to look into the calls, meetings, and tasks with the client. Everything you need to know is available on the same page for holistic experience.

Know Every Conversation with Client

Knowing everything about your client from start to end is utmost important in business. From account/contact creation to every conversation with the client, you can see everything on the single page through streams in FinCRM. The assigned users can post recent conversation with the client, which will be visible along with the entire client info. This will help other person to know better about previous conversation/business with the client and better customer handling.

industry1
industry1

Save All Your Accounts/Contacts at One Place

Don’t shuffle tabs to find out contact details of your clients. Now, you can save unlimited client information at one place. A built-in account and contact manager in FinCRM will help you to safely handle and store details of n number of clients for as long as you want. Secure your data by assigning users and maintain privacy of your entire account/contact list.

industry1

Maintain Client Data Privacy

When you have data of your clients, then you also have responsibility to keep it safe any way. Exposing this data to every user can pose risk and to deal with this, FinCRM has brought a solution at your desk. You can assign a single client’s data to one user and only the respective user will be able to access that data. This differential characteristic of FinCRM makes it an outstanding choice among other CRMs.

industry1

From Name to Address, Everything is Here

Different businesses may have different requirements for customer details. Here FinCRM defines its peculiarity by allowing customization in customer detail form. Maintain each detail, including addresses, website, multiple phone numbers, multiple emails, industry, recent conversation, etc. of every client at one place. You can simply select the details that you need about the customer and create your own form. Deploy FinCRM and never wander from application to application for any single client information.

industry1

Import & Export Data in Bulk

The feature that adds quirk to FinCRM is export and import of data in bulk. This characteristic makes FinCRM out of the way from other CRMs in the market. You can create, import or export any number of records in FinCRM without any restriction and charges, unlike other CRM software. With no limitations on record keeping, expand your customer base as much as possible and forget about disposing any other data to lodge new data.

industry1

360º Contact/Account Management

With the details of clients, we have designed accounts and contact managers to present a consolidated view of all the activities effectuated with the contact/account. FinCRM has managed to present series of activities performed with the contact/account on the single page for your convenience. No need to juggle between places to look into the calls, meetings, and tasks with the client. Everything you need to know is available on the same page for holistic experience.

industry1

Know Every Conversation with Client

Knowing everything about your client from start to end is utmost important in business. From account/contact creation to every conversation with the client, you can see everything on the single page through streams in FinCRM. The assigned users can post recent conversation with the client, which will be visible along with the entire client info. This will help other person to know better about previous conversation/business with the client and better customer handling.