Client Portal

Easily track your team's performance and sales with well designed reports.

industry1

Portal for Client Transparency

Transparency in business is very important to gain trust of your clients and do deals with them for a longer time. FinCRM brings the most secured client portal to effectuate transparent business with your clients. You just need to grant access to your client for viewing or performing required actions. Allowing them to see certain tasks will build the trust in business and strengthen your client relationship.

Let Them Assist You in Generating Leads

We have always been talking about lead generation as one of the most difficult and tedious task. But it can become quite easy if you start getting cooperation of your client. Now, allow access to your client to create and add leads to get more deals in your pipeline. More deals will put more revenue in your pocket and lead to a successful business.

industry1
industry1

Share Access to Financial Module

Let your client access financial module to create and share quotes & invoices. It will eventually bring down your workload and experience client some liberty. FinCRM will prepare you for everything to build a mutually profitable relationship with client and earn myriad benefits.

Gather and Implement Ideas from Clients

No one holds supreme expertise in every work and always require some assistance. With FinCRM, you can give your client a chance to access to contacts, cases, or leads so they can impart their market knowledge through streams. Your customer may get a better resolution and service when two heads will work together to achieve same goal.

industry1
industry1

Allow Your Client to Track Task Progress

Transparency, good stewardship, and honesty work in business at all times. FinCRM values this and developed client portal to let client see the progress of every user on their respective tasks. From scratch to deal closure, client can glance at every action taken by user and trust you more with the allotted project. This fortifying confidence will turn into long-lasting business relationship along with elevated RoI.

industry1

Portal for Client Transparency

Transparency in business is very important to gain trust of your clients and do deals with them for a longer time. FinCRM brings the most secured client portal to effectuate transparent business with your clients. You just need to grant access to your client for viewing or performing required actions. Allowing them to see certain tasks will build the trust in business and strengthen your client relationship.

industry1

Let Them Assist You in Generating Leads

We have always been talking about lead generation as one of the most difficult and tedious task. But it can become quite easy if you start getting cooperation of your client. Now, allow access to your client to create and add leads to get more deals in your pipeline. More deals will put more revenue in your pocket and lead to a successful business.

industry1

Share Access to Financial Module

Let your client access financial module to create and share quotes & invoices. It will eventually bring down your workload and experience client some liberty. FinCRM will prepare you for everything to build a mutually profitable relationship with client and earn myriad benefits.

industry1

Gather and Implement Ideas from Clients

No one holds supreme expertise in every work and always require some assistance. With FinCRM, you can give your client a chance to access to contacts, cases, or leads so they can impart their market knowledge through streams. Your customer may get a better resolution and service when two heads will work together to achieve same goal.

industry1

Allow Your Client to Track Task Progress

Transparency, good stewardship, and honesty work in business at all times. FinCRM values this and developed client portal to let client see the progress of every user on their respective tasks. From scratch to deal closure, client can glance at every action taken by user and trust you more with the allotted project. This fortifying confidence will turn into long-lasting business relationship along with elevated RoI.