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
Keeping in mind businesses have special business needs, it is only logical they steer clear of preferring an all-encompassing, ideal solution. Nevertheless, it would be futile to try to stumble on such an app even among sought-after software systems. The practical thing to undertake should be to list the different major aspects which demand inspection like essential features, price terms, skill aptitude of staff members, business size, etc. Thereafter, you must do your product research fully. Read some FinCRM review articles and explore the other applications in your list in detail. Such comprehensive research can make sure you steer clear of poorly fit software solutions and subscribe to the system that has all the aspects your company requires to be successful.
Position of FinCRM in our main categories:
TOP
500
FinCRM is one of the top 500 CRM Software products
Each business is different, and might require a specific CRM Software solution that will be adjusted to their business size, type of customers and employees and even particular industry they deal with. You should not count on finding a perfect software that is going to work for every company no matter what their history is. It may be a good idea to read a few FinCRM CRM Software reviews first and even then you should keep in mind what the solution is intended to do for your company and your staff. Do you need an easy and straightforward solution with just essential functions? Will you actually make use of the complex functionalities required by experts and large enterprises? Are there any particular features that are especially practical for the industry you work in? If you ask yourself these questions it will be much easier to locate a trustworthy solution that will match your budget.
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 realize that when you decide to buy a CRM Software it’s crucial not only to learn how experts rank it in their reviews, but also to discover whether the real people and enterprises that purchased these solutions are actually satisfied with the service. That’s why we’ve devised our behavior-based Customer Satisfaction Algorithm™ that collects customer reviews, comments and FinCRM reviews across a broad array of social media sites. The data is then displayed in a simple to digest form showing how many users had positive and negative experience with FinCRM. With that information at your disposal you should be equipped to make an informed purchasing choice 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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