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FinCRM - CRM Software for Small Businesses | CRM Software India
Smart features that enable your team to generate more business and deliver a great customer engagement experience.
Create, edit or remove entities suited to your business requirements.
Easily track your team's performance and sales with well designed reports.
The safest and most secure document manager to store your important documents.
Get your data safely imported or exported without any capping with FinCRM.
Create and take control of your sales pipeline to boost your business growth.
Share your work progress directly with client and maintain complete transparency.
Send automated Email and SMS reminders to your clients and make your job easier.
Create detailed estimates and invoices for your customers in minutes using FinCRM.
Create and manage multiple teams as per your organization's need. Allocate tasks to respective
teams and track the progress.
Define the roles and positions.
Edit and remove teams and members.
Assign clients and tasks easily.
Create a task, independent or assigned by a client,
once or recurring. Assign it to individual resource
or a team.
Monitor the task with regular stream syn.
Status updates to keep a check.
Reminders are attach to your tasks on email or SMS.
Convert your leads into opportunities, and see your business booming. Reward your sources and makes your business standout.
Keep a track on the mode of leads.
Segregate leads using a wide variety of filter options.
Watch all activities assigned users all at one place i.e. meetings, calls, streams and tasks.
Set various roles in your organization that you need to manage your business which accelerate performance. and more competitive.
Assign to resources & define organization hierarchy.
Grant or deny permission to maintain authority & responsibility.
Define access for every role & extent activity of each role.
Edit, Remove and add unlimited roles.
Add your clients and assign a portal and define access. Allowing the client to have a view over the updates helps to maintain transparency.
Tasks can be created, either by you or the client.
Raise estimates/ quotations and let your client accept or decline.
Raise invoices and track payment history.
Learn how our customers are achieving dramatic results with FinCRM.
Surge in Lead Capturing
Efficiency
Increase in Operational
Efficiency
More Efficient Document
Management
Improvement in Ease of
Data Migration
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