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Description
FinCRM is a comprehensive CRM solution that offers a variety of features including accounts management, opportunity management, revenue forecasting, and automated lead capture, designed to enhance the efficiency of your sales and marketing initiatives. This affordable CRM software is capable of delivering an exceptional user experience, ensuring zero data leakage while providing automated processes for sales and marketing, along with comprehensive sales tracking and pipeline management. Additionally, FinCRM functions as an office management software, offering tools for task management, daily timesheets, meeting reminders, and financial data management, all of which contribute to streamlining your daily office operations and improving overall productivity. With its extensive features, FinCRM not only supports sales growth but also simplifies the complexities of managing an office environment.
Description
Contract manufacturing companies can utilize OPAL CRM to effectively monitor their field sales teams, allowing sales representatives to create detailed sales strategies, set targets, and enhance their incentive programs. This platform is versatile, supporting financial services firms—including those in banking, wealth management, capital markets, and insurance—by facilitating seamless collaboration among front-office, middle-office, and back-office operations to foster stronger client relationships. In the fiercely competitive real estate sector, efficiently managing sales pipelines and engaging leads is crucial for successful conversions. Additionally, corporate training, skill-based training, and educational institutions frequently struggle with lead pipeline management. OPAL CRM’s Lead Management Software addresses these challenges, enabling these institutions to better manage their leads and drive successful closures while maximizing their overall effectiveness.
API Access
Has API
API Access
Has API
Integrations
Funnelforms
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$9.99 per user per month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
FinCRM Technologies
Founded
2019
Country
India
Website
www.fincrm.net
Vendor Details
Company Name
KloudPortal
Country
India
Website
www.opalcrm.com
Product Features
CRM
Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management
Product Features
CRM
Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management