FinCRM
By FinCRM
CRM Software
Onetime(Perpetual License)
About
FinCRM software is a platform used to manage data and automate business revenues. The software offers a cloud-based document storage system to store your important documents and can create entities suited to your business’ requirements. You can also control your sales pipeline to boost your business growth and share your work progress directly with clients. The software also allows you to send automated email and SMS reminders about estimates and invoices for your customers. You can also track your team's performance with reports. Small, medium, and large companies make use of the software.
Key Features
- ✓ List Management
- ✓ Customer Support
- ✓ Marketing Automation
- ✓ Project Management
- ✓ Lead Scoring
- ✓ Call Logging
- ✓ Contact Management
- ✓ Quotes (Proposals)
- ✓ Referral Tracking
- ✓ Product Catalog
Pricing
Starter
USD0
- 5 Users
- 200 SMS/month
- 10 GB Storage
- Account & Contact Management
- Leads Management
- Opportunity Management
- Revenue Forecasting
- Dynamic Entity Creation
- Sales Pipeline Visualizaton
- Tasks Management
- Daily Time Sheet
- Lead Capture Automation
- Data Import & Export
- Marketing Campaign Management
- Email & SMS Reminders
- Reports & Dashboards
- Meetings & Calendar
- Client Portal
- Estimates & Invoices
- Knowledge Base
- Document Manager
- 5 Users
- 200 SMS/month
- 10 GB Storage
- Account & Contact Management
- Leads Management
- Op
Essential
USD0
- 10 Users
- 500 SMS/month
- 25 GB Storage
- Account & Contact Management
- Leads Management
- Opportunity Management
- Revenue Forecasting
- Dynamic Entity Creation
- Sales Pipeline Visualizaton
- Tasks Management
- Daily Time Sheet
- Lead Capture Automation
- Data Import & Export
- Marketing Campaign Management
- Email & SMS Reminders
- Reports & Dashboards
- Meetings & Calendar
- Client Portal
- Estimates & Invoices
- Knowledge Base
- Document Manager
- 10 Users
- 500 SMS/month
- 25 GB Storage
- Account & Contact Management
- Leads Management
Enterprise
USD0
- 20 Users
- 1000 SMS/month
- 60 GB Storage
- Account & Contact Management
- Leads Management
- Opportunity Management
- Revenue Forecasting
- Dynamic Entity Creation
- Sales Pipeline Visualizaton
- Tasks Management
- Daily Time Sheet
- Lead Capture Automation
- Data Import & Export
- Marketing Campaign Management
- Email & SMS Reminders
- Reports & Dashboards
- Meetings & Calendar
- Client Portal
- Estimates & Invoices
- Knowledge Base
- Document Manager
- 20 Users
- 1000 SMS/month
- 60 GB Storage
- Account & Contact Management
- Leads Managemen
Ultimate
USD0
- 50 Users
- 2500 SMS/month
- 150 GB Storage
- Account & Contact Management
- Leads Management
- Opportunity Management
- Revenue Forecasting
- Dynamic Entity Creation
- Sales Pipeline Visualizaton
- Tasks Management
- Daily Time Sheet
- Lead Capture Automation
- Data Import & Export
- Marketing Campaign Management
- Email & SMS Reminders
- Reports & Dashboards
- Meetings & Calendar
- Client Portal
- Estimates & Invoices
- Knowledge Base
- Document Manager
- 50 Users
- 2500 SMS/month
- 150 GB Storage
- Account & Contact Management
- Leads Managem
Custom
USD0
- 20 Users
- 4700 SMS/month
- 90 GB Storage
- Account & Contact Management
- Leads Management
- Opportunity Management
- Revenue Forecasting
- Dynamic Entity Creation
- Sales Pipeline Visualizaton
- Tasks Management
- Daily Time Sheet
- Lead Capture Automation
- Data Import & Export
- Marketing Campaign Management
- Email & SMS Reminders
- Reports & Dashboards
- Meetings & Calendar
- Client Portal
- Estimates & Invoices
- Knowledge Base
- Document Manager
- 20 Users
- 4700 SMS/month
- 90 GB Storage
- Account & Contact Management
- Leads Managemen
User Reviews
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Frequently Asked Questions
How much does FinCRM cost?
▼
FinCRM offers 5 pricing plan(s):
- Starter — USD0.00
- Essential — USD0.00
- Enterprise — USD0.00
- Ultimate — USD0.00
- Custom — USD0.00
What is FinCRM used for?
▼
FinCRM is a CRM Software solution. Top features include:
- List Management
- Customer Support
- Marketing Automation
- Project Management
- Lead Scoring
Does FinCRM offer a free trial?
▼
Yes, FinCRM offers a 0-day free trial.
What support does FinCRM provide?
▼
FinCRM provides Business Hours,Online (Ticket) support.
Is FinCRM cloud-based or on-premise?
▼
FinCRM is Cloud Hosted software.
What training resources does FinCRM offer?
▼
FinCRM provides Help Guides,Blogs for training.
