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Average Ratings 0 Ratings
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
Optimize your sales pipeline with a focus on activity-driven selling. You can easily identify which deals require follow-up, have overdue tasks, and plan new activities directly from your pipeline interface. The Deals module is designed to monitor your leads and transactions throughout the sales process. You can create customized filtered views to showcase deals categorized by probability, sales stage, anticipated closing dates, deal amounts, and various other criteria. Successfully closed sales can be documented and visualized in a detailed sales pipeline report. This report offers insights that can be segmented by multiple variables, such as sales representatives and time periods. Additionally, you can generate forecasts for upcoming months, quarters, or even the entire year by analyzing previous sales data, competitive landscape, and emerging market trends. This comprehensive approach not only enhances visibility into your sales performance but also aids in strategic planning for future growth.
API Access
Has API
API Access
Has API
Integrations
Constant Contact
Facebook
Funnelforms
Mailchimp
Microsoft Outlook
PayPal
QuickBooks Online
X (Twitter)
Integrations
Constant Contact
Facebook
Funnelforms
Mailchimp
Microsoft Outlook
PayPal
QuickBooks Online
X (Twitter)
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$12 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
SnapForce Technologies
Founded
2013
Country
United States
Website
snapforce.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