FinCRM Review
What is FinCRM?
FinCRM is a user-friendly cloud-based customer relationship management software that allows users to efficiently handle prospects, deals, tasks, documents, campaigns, and meetings so they can focus more on generating revenues for their business. FinCRM enables you to capture leads from various third-party platforms and online channels and monitor their progress as they move through your sales pipeline in one place.
The CRM software also provides the capability to create, assign, and track team tasks in an organized manner. With its meeting management features, you’ll be able to create meetings, share calendars and meeting details with assigned users, and keep them updated about scheduled events and meetings. FinCRM permits you to launch marketing campaigns through email and SMS and access real-time data for analyzing campaign performance.
Invoice and estimate generation, payment recording and tracking, and accounts receivable aging reporting can be done quickly within the software. Moreover, you can communicate with customers and share documents and information with them, including quotes, bills, payment status, and task progress, from a secure client portal.
Show MoreOverview of FinCRM Benefits
Lead Management
FinCRM helps you manage leads so they won’t slip through the cracks and you can easily convert them. Through FinCRM’s kanban view, you can organize and display leads based on their status and the stage of your sales pipeline they’re currently in. You can also view and track all activities and communications made for a particular lead in a centralized manner, eliminating the need to switch between multiple tools and windows when accessing and updating information about prospects.
The software permits users to determine the likelihood of conversion of leads. This way, you can identify deals and prospects that require more attention and follow-ups. Furthermore, FinCRM lets you create graphic-rich reports to analyze the behavior and progress of leads, channels they’re coming from, and the performance of your marketing and sales teams.
Team Activities & Schedules
Features for the efficient and strategic management of team activities and schedules are integrated into FinCRM. With its task management system, you can set up recurring tasks and assign them to the right persons. You can also indicate the frequency and priority of the tasks and attach files with supplementary information that team members can leverage in order to properly and successfully complete the tasks.
Using the calendar feature, you’ll be able to schedule meetings and instantly send meeting reminders to attendees via email, SMS, or pop-up. Additionally, you can use the software’s daily timesheet module to record and monitor the activities and contributions your team members are doing every day. When reviewing their daily timesheets, you can also leave comments to give them important instructions, suggestions, or feedback.
Enhanced Engagement
FinCRM allows you to engage prospects and customers through email and SMS campaigns and reminders. You can connect your existing email and SMS services and send messages directly from the software. FinCRM permits you to run email and SMS marketing campaigns, automatically extract information from leads’ email responses and inquiries, and track campaign performance metrics in real-time.
You can schedule and send email and SMS messages to your contacts to remind them of follow-up activities, pending payments, task deadlines, or upcoming events or meetings. This helps you keep prospects and customers updated and engaged while improving team and employee productivity.
Show MoreOverview of FinCRM Features
- Lead & Opportunity Management
- Sales Pipeline Optimization
- Task Management
- Time Sheet Module
- Email & SMS Campaigns & Reminders
- Instant Invoices/Estimates
- Meetings
- Revenue Forecasting
- Document Management
- Client Portal
- Reporting
- Custom Entities
Awards & Quality Certificates
FinCRM Position In Our Categories
Knowing that businesses have distinctive business needs, it is only wise they steer clear of paying for a one-size-fits-all, ideal software product. Nonetheless, it would be futile to try to pinpoint such a software product even among well-known software systems. The efficient thing to do should be to jot down the numerous important functions that call for a inspection such as major features, costing, technical skill levels of staff members, business size, etc. The second step is, you should perform your product research exhaustively. Go over some FinCRM analyses and explore each of the solutions in your shortlist more closely. Such all-encompassing product research ascertain you keep away from mismatched apps and choose the system which delivers all the function your business requires.
Position of FinCRM in our main categories:
TOP
500
FinCRM is one of the top 500 CRM Software products
Every enterprise has different wants and requires a software that can be personalized for their size, kind of employees and customers, and the particular industry they are in. For these reasons, no system can offer perfect tools out-of-the-box. When you search a software app, first be sure what you need it for. Read some FinCRM CRM Software reviews and ask yourself do you desire basic features or do you require sophisticated functionality? Are there any industry-specific functionalities that you are seeking? Obtain the answers to these questions to assist your search. There are lots of elements that you need to consider and these include your budget, specific business needs, your company size, integration needs etc. Take your time, try out a few free trials, and finally choose the system that presents all that you need to improve your firm competence and productivity.
How Much Does FinCRM Cost?
FinCRM Pricing Plans:
Free Trial
Starter
₹750/user/month
Essential
₹700/user/month
Enterprise
₹600/user/month
Ultimate
₹500/user/month
What are FinCRM pricing details?
FinCRM Pricing Plans:
Free Trial
Starter
₹750/user/month
Essential
₹700/user/month
Enterprise
₹600/user/month
Ultimate
₹500/user/month
FinCRM provides different plans for users to choose from, including enterprise pricing plans for companies and firms with a larger user base.
Starter – ₹750/user/month (₹675 if billed annually)
- For startups with up to 5 users
- 200 SMS messages/month
- 10 GB disk storage
- Accounts & Contacts Management
- Lead Management
- Opportunity Management
- Revenue Forecasting
- Entity Creation
- Pipeline Visualization & Optimization
- Task Management
- Daily Employee Time Sheets
- Automated Lead Capturing
- Marketing Campaigns
- Emal & SMS Reminders
- Data Import & Export
- Meetings & Calendars
- Reports
- Client Portal
- Instant Invoices/Estimates
- Document Management
- Knowledge Base
Essential – ₹700/user/month (₹630 if billed annually)
- For SMEs with up to 10 users
- 500 SMS messages/month
- 25 GB disk storage
- All features in Starter Plan
Enterprise – ₹600/user/month (₹540 if billed annually)
- For firms with up to 20 users
- 1,000 SMS messages/month
- 60 GB disk storage
- All features in Essential Plan
Ultimate – ₹500/user/month (₹450 if billed annually)
- For large companies with up to 50 users
- 2,500 SMS messages/month
- 150 GB disk storage
- All features in Essential Plan
User Satisfaction
Positive Social Media Mentions
15
Negative Social Media Mentions
0
We know that when you decide to buy a CRM Software it’s important not only to see how professionals evaluate it in their reviews, but also to discover whether the actual users and enterprises that use it are genuinely happy with the service. Because of that need we’ve created our behavior-based Customer Satisfaction Algorithm™ that aggregates customer reviews, comments and FinCRM reviews across a broad range of social media sites. The data is then presented in a simple to digest form indicating how many people had positive and negative experience with FinCRM. With that information available you should be ready to make an informed purchasing decision that you won’t regret.
Video
Technical details
Devices Supported
- Web-based
Deployment
- Cloud Hosted
Language Support
- English
Pricing Model
- Monthly payment
- Annual Subscription
Customer Types
- Small Business
- Large Enterprises
- Medium Business
What Support Does This Vendor Offer?
- phone
- live support
- training
- tickets
What integrations are available for FinCRM?
FinCRM integrates with the following lead sources:
- Google Ads
- Facebook Ads
- 99acres.com
- Indiamart.com
- Justdial.com
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