Data Import & Export

Import and export unlimited data without paying extra.

industry1

Forget About Manual Data Entry

When all the businesses are focusing on automating their workflows, then why would you like to do work manually? FinCRM offers automated data import/export to enter new data and fetch it from CRM. Like your competitors, you can also automate your operations and invest more time in generating revenue.

Import All Data (Accounts/Contacts/Leads)

Data can be gathered from any source, that can be offline or online. But a record of every lead/account/contact should be kept altogether in an orderly manner. You can import an entire list of any data in FinCRM and streamline your work. Better record keeping offers better customer acquisition and increases ROI.

industry1
industry1

Export Large Data from CRM in Just One GO

Exporting data can be a pain but not with FinCRM. Now, export thousands of accounts in just a matter of minutes with minimal efforts. Transferring data is a menial work, which can take anything between several minutes to days, if done manually. FinCRM intensely focuses on saving your time from doing such hectic jobs and concentrating on performing some productive tasks. You can export any data in excel format to slack off you work load with this CRM software.

Customize Your Form Fields

Different businesses have different requirements and jargons. There can be a field namely ‘Industry’, but other businesses may call it ‘Vertical’ or ‘Domain’. FinCRM allows you to customize each and every field that you want to import data in. You can map each field, its name and remove the field that is not needed to map. It enables contextual database management by acquiring relevant information and facilitates with no data loss in transition.

industry1
industry1

Forget About Manual Data Entry

When all the businesses are focusing on automating their workflows, then why would you like to do work manually? FinCRM offers automated data import/export to enter new data and fetch it from CRM. Like your competitors, you can also automate your operations and invest more time in generating revenue.

industry1

Import All Data (Accounts/Contacts/Leads)

Data can be gathered from any source, that can be offline or online. But a record of every lead/account/contact should be kept altogether in an orderly manner. You can import an entire list of any data in FinCRM and streamline your work. Better record keeping offers better customer acquisition and increases ROI.

industry1

Export Large Data from CRM in Just One GO

Exporting data can be a pain but not with FinCRM. Now, export thousands of accounts in just a matter of minutes with minimal efforts. Transferring data is a menial work, which can take anything between several minutes to days, if done manually. FinCRM intensely focuses on saving your time from doing such hectic jobs and concentrating on performing some productive tasks. You can export any data in excel format to slack off you work load with this CRM software.

industry1

Customize Your Form Fields

Different businesses have different requirements and jargons. There can be a field namely ‘Industry’, but other businesses may call it ‘Vertical’ or ‘Domain’. FinCRM allows you to customize each and every field that you want to import data in. You can map each field, its name and remove the field that is not needed to map. It enables contextual database management by acquiring relevant information and facilitates with no data loss in transition.