Lead Management

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

industry1

Automatic Lead Generation with Zero Leakage

More leads are equal to more money but collecting a massive amount of leads manually is bustling. To ease your work life and provide you more profits, FinCRM introduces automatic lead capturing with no chance of leakage. Today’s leads are tomorrow’s opportunities and losing any potential lead can cost you so much. Leave all these worries on us and leverage FinCRM for efficient business and leveled-up RoI.

Keep a Record of Offline Leads

Among various methods of lead generation, one of the traditional ways is offline lead capturing. Whatever the method you are using, every lead is important. With FinCRM, you can create leads manually in the system and keep track of their progress all the while till closure. We have left no chance of losing prospects at any stage so that you can focus on lead conversion more than generation.

industry1
industry1

Convert to Opportunity

When you know that leads are interested in your services, convert them into opportunity in just a click. While converting, determine stage in pipeline, set probability of conversion, and decide a date to close the deal. These details will ease your repeated data entry process and help you to prioritize opportunities logically.

Glance at Progress through Streams

Whenever you make any change in lead data, i.e. from creation to conversion, everything will be visible to the users in streams. FinCRM has aimed to make your process error-free and organized for offering better services. You can simply leave a distinguishing mark on customers’ mind by using case-by-case approach through streams.

industry1
industry1

360º View of Activities

Now, you don’t need to switch between applications or screens for the entire customer history. You can see activities performed on a particular lead on a single page in organized manner through FinCRM. Whether you have scheduled a meeting or call, all you can see on a single page and manage your work easily.

Drag and Drop in Kanban View

Everything organized and filtered seems very easy to works with. Kanban view in FinCRM is developed with the same target, i.e. to ease your job. You can see all the leads filtered according to their status and examine sales pipeline. You can eve drag and drop leads from one status to another directly from kanban display to turn your hectic work into hustle-free job.

industry1
industry1

Analyze Marketing Campaigns Bringing Quality Leads

Along with creating leads in FinCRM, you can also keep a record of marketing campaigns producing the most leads. This will bring you the complete picture of all your marketing campaigns and offer a gist about where to invest. After deploying FinCRM, you will have an ideal set of information, which can be very helpful to allocate budget and plan future campaigns accordingly.

Restricted Lead Data Editing

When you have someone’s information, you have all the responsibilities to protect it too. As FinCRM already protects leads from leakage, it also allows admin to authorize users for making revisions in lead data. Not every user will be able to edit lead information, which sets the new standards for data privacy and empowers your business.

industry1
industry1

Automatic Lead Generation with Zero Leakage

More leads are equal to more money but collecting a massive amount of leads manually is bustling. To ease your work life and provide you more profits, FinCRM introduces automatic lead capturing with no chance of leakage. Today’s leads are tomorrow’s opportunities and losing any potential lead can cost you so much. Leave all these worries on us and leverage FinCRM for efficient business and leveled-up RoI.

industry1

Keep a Record of Offline Leads

Among various methods of lead generation, one of the traditional ways is offline lead capturing. Whatever the method you are using, every lead is important. With FinCRM, you can create leads manually in the system and keep track of their progress all the while till closure. We have left no chance of losing prospects at any stage so that you can focus on lead conversion more than generation.

industry1

Convert to Opportunity

When you know that leads are interested in your services, convert them into opportunity in just a click. While converting, determine stage in pipeline, set probability of conversion, and decide a date to close the deal. These details will ease your repeated data entry process and help you to prioritize opportunities logically.

industry1

Glance at Progress through Streams

Whenever you make any change in lead data, i.e. from creation to conversion, everything will be visible to the users in streams. FinCRM has aimed to make your process error-free and organized for offering better services. You can simply leave a distinguishing mark on customers’ mind by using case-by-case approach through streams.

industry1

360º View of Activities

Now, you don’t need to switch between applications or screens for the entire customer history. You can see activities performed on a particular lead on a single page in organized manner through FinCRM. Whether you have scheduled a meeting or call, all you can see on a single page and manage your work easily.

industry1

Drag and Drop in Kanban View

Everything organized and filtered seems very easy to works with. Kanban view in FinCRM is developed with the same target, i.e. to ease your job. You can see all the leads filtered according to their status and examine sales pipeline. You can eve drag and drop leads from one status to another directly from kanban display to turn your hectic work into hustle-free job.

industry1

Analyze Marketing Campaigns Bringing Quality Leads

Along with creating leads in FinCRM, you can also keep a record of marketing campaigns producing the most leads. This will bring you the complete picture of all your marketing campaigns and offer a gist about where to invest. After deploying FinCRM, you will have an ideal set of information, which can be very helpful to allocate budget and plan future campaigns accordingly.

industry1

Restricted Lead Data Editing

When you have someone’s information, you have all the responsibilities to protect it too. As FinCRM already protects leads from leakage, it also allows admin to authorize users for making revisions in lead data. Not every user will be able to edit lead information, which sets the new standards for data privacy and empowers your business.