Business Advisory

Data management process in a business advisory takes longer than any other industry. CA/CS firms, like yours, need to store & manage data securely for as long as 6-8 years and sometimes even longer than that. For all this time, you have to use this data for various tasks, such as bookkeeping, taxation (direct or indirect), auditing, etc. All these jobs are to be performed in compliance with various statuary regulations. That’s why data storage and management carries so much importance in business advisory.

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How FinCRM can be Instrumental for Business Advisory?

Manual data storage and management for 6 years or more take bundles of efforts. This is one of the reasons that we are presenting FinCRM with high security to take care of your data. Our CRM software not only helps you in storing data, but in task management, performance report generation, marketing campaign management, and the list goes on. Let’s see how you can make the most out of FinCRM for your CA/CS firm.

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Grab Potential Leads Automatically

Lead capturing is one of the most mundane tasks in a CA/CS firm. How about skipping this task? Yes, this is possible with FinCRM. You can skip the lead generation process and rely on our CRM software for that. Select desired 3rd party channels, such as sulekha, finacbooks, etc. and CRM software will capture leads automatically for you. Now you can invest more time in productive works and earn more profits.

Rely on CRM for Your Task Management Job

You hold the reins of various tasks in your CA/CS firm. Assigning task to the right person, tracking completion, and pushing the task to complete before the deadline, everything is to be done in a small time. FinCRM helps you to do well out of the very small time. Have to make payments regularly? Assign this task to someone through our CRM software. Set deadlines and get your task done beforehand.

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Stay Stress-free About Security of Important Documents

CA/CS firms have to maintain a safe record of a colossal amount of client’s documents for almost 6-8 years to be in line with various statuary regulations. Now, forget worrying about the security of your important documents with FinCRM. Our CRM software is so secure that even we won’t be able to access it. You and only you can access and assign access to people you want. When your data is in FinCRM, it is at the safest place you can ever find.

Figure Out Strengths and Weaknesses with Graphical Reports

With the analysis of clients’ businesses, a business advisory also needs to keep a check on its own growth. Graphical reports produced by FinCRM can do this task also for you. You will get in-depth sales reports with various filters to analyze your business performance from every angle. You can even see your most productive marketing campaign and allocate your resources accordingly. It is your chance to streamline your marketing tactics to generate more leads, convert them, and strengthen the weak points by leveraging our CRM software.

industry1
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Digitize your Bills and Quotes with FinCRM

Technology has left us with very fewer chances to pay in cash. We mostly pay using online methods and keep the digital record of every payment. FinCRM is also designed to walk hand-in-hand with the technology and your modern requirements. You can prepare digitized quotes & invoices directly from your CRM and share it with clients or prospects. Immediate actions can increase the probability of customer acquisiion and fill your pocket faster.

Stay Updated Using Knowledge Base

There is always room for improvement for everyone. Especially in business advisory, where CAs/CSs regularly deal with updated government norms and other dynamic details. Each of your employees can stay updated about every knowledgeable topic with the knowledge base in FinCRM. You can simply upload the required draft/article and assign access to people. You can now stay always ready to acquire more and more customers with an intelligent workforce.

industry1
industry1

Stop Paying Penalties with SMS and Email Reminders

Most people experience difficulty in keeping up with their appointments or forget about payment deadlines. But when they are dealing with you, here is an opportunity for customer retention for you. Send SMS/email reminders to your clients/prospects nudging them about payment deadlines, follow-ups, or meetings. Our CRM software has the peculiarity to let you preset time & date for sending email/SMS reminders to your prospects and save them from paying huge penalties.

Share Crucial Details with Clients through Secure Doorway

Clients, these days, expect as much as transparency and access to their financial documents. Take the time by forelock and grab this opportunity to win clients’ trust through FinCRM. We have designed our CRM software with a very secure doorway, namely client portal, to let you share info with clients through a secure doorway. So, you can improve the turnaround time of your business advisory and complete projects before time.

industry1
industry1

Keep Unlimited Record of Everything in CRM

As we already know that you have to keep data secure for years and meanwhile, you get so many new customers also. So the amount of data in your accounts always increases. Many other CRM software options in the market may charge you extra for data storage or cap the number of records. But this is not the case with FinCRM. You can store as much data in custom entities for as long as you want. You can also import and export unlimited records in our CRM software. And yes, this is all at no extra cost, just for your service.

industry1

Grab Potential Leads Automatically

Lead capturing is one of the most mundane tasks in a CA/CS firm. How about skipping this task? Yes, this is possible with FinCRM. You can skip the lead generation process and rely on our CRM software for that. Select desired 3rd party channels, such as sulekha, finacbooks, etc. and CRM software will capture leads automatically for you. Now you can invest more time in productive works and earn more profits.

industry1

Rely on CRM for Your Task Management Job

You hold the reins of various tasks in your CA/CS firm. Assigning task to the right person, tracking completion, and pushing the task to complete before the deadline, everything is to be done in a small time. FinCRM helps you to do well out of the very small time. Have to make payments regularly? Assign this task to someone through our CRM software. Set deadlines and get your task done beforehand.

industry1

Stay Stress-free About Security of Important Documents

CA/CS firms have to maintain a safe record of a colossal amount of client’s documents for almost 6-8 years to be in line with various statuary regulations. Now, forget worrying about the security of your important documents with FinCRM. Our CRM software is so secure that even we won’t be able to access it. You and only you can access and assign access to people you want. When your data is in FinCRM, it is at the safest place you can ever find.

industry1

Figure Out Strengths and Weaknesses with Graphical Reports

With the analysis of clients’ businesses, a business advisory also needs to keep a check on its own growth. Graphical reports produced by FinCRM can do this task also for you. You will get in-depth sales reports with various filters to analyze your business performance from every angle. You can even see your most productive marketing campaign and allocate your resources accordingly. It is your chance to streamline your marketing tactics to generate more leads, convert them, and strengthen the weak points by leveraging our CRM software.

industry1

Digitize your Bills and Quotes with FinCRM

Technology has left us with very fewer chances to pay in cash. We mostly pay using online methods and keep the digital record of every payment. FinCRM is also designed to walk hand-in-hand with the technology and your modern requirements. You can prepare digitized quotes & invoices directly from your CRM and share it with clients or prospects. Immediate actions can increase the probability of customer acquisition and fill your pocket faster.

industry1

Stay Updated Using Knowledge Base

There is always room for improvement for everyone. Especially in business advisory, where CAs/CSs regularly deal with updated government norms and other dynamic details. Each of your employees can stay updated about every knowledgeable topic with the knowledge base in FinCRM. You can simply upload the required draft/article and assign access to people. You can now stay always ready to acquire more and more customers with an intelligent workforce.

industry1

Stop Paying Penalties with SMS and Email Reminders

Most people experience difficulty in keeping up with their appointments or forget about payment deadlines. But when they are dealing with you, here is an opportunity for customer retention for you. Send SMS/email reminders to your clients/prospects nudging them about payment deadlines, follow-ups, or meetings. Our CRM software has the peculiarity to let you preset time & date for sending email/SMS reminders to your prospects and save them from paying huge penalties.

industry1

Share Crucial Details with Clients through Secure Doorway

Clients, these days, expect as much as transparency and access to their financial documents. Take the time by forelock and grab this opportunity to win clients’ trust through FinCRM. We have designed our CRM software with a very secure doorway, namely client portal, to let you share info with clients through a secure doorway. So, you can improve the turnaround time of your business advisory and complete projects before time.

industry1

Keep Unlimited Record of Everything in CRM

As we already know that you have to keep data secure for years and meanwhile, you get so many new customers also. So the amount of data in your accounts always increases. Many other CRM software options in the market may charge you extra for data storage or cap the number of records. But this is not the case with FinCRM. You can store as much data in custom entities for as long as you want. You can also import and export unlimited records in our CRM software. And yes, this is all at no extra cost, just for your service.