# FinCRM Reviews **Vendor:** FinCRM Technologies **Category:** [CRM Software](https://www.g2.com/categories/crm) **Average Rating:** 4.3/5.0 **Total Reviews:** 19 ## About FinCRM FinCRM providing Customer Relationship Management (CRM) software and Full Stack Office Management solutions. The company possesses prowess in developing tailored CRM software solutions with the integration of advanced features to empower your workforce and lead to the pathway of lucrative business opportunities. It also offers CRM integrated Office Management Software to streamline your internal operations, improve marketing proficiency, and upsurge productivity. FinCRM is developed to serve several industries, including insurance, bank, NBFC, education, e- commerce, auto dealership, and more. The software is developed in such a way that any industry player can customize it as per requirement. Moreover, FinCRM is budget-friendly, so you don’t need to worry about your financial plans. ## FinCRM Reviews ### 1. Most budget friendly CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Aakash T. | Senior Data Analyst, Mid-Market (51-1000 emp.) **Reviewed Date:** June 07, 2023 **What do you like best about FinCRM?** Since the start FinCRM's interface was easy to use, it has integrated financial tools which makes it user-friendly, even if you are a beginner, the tutorials make you understand the features and you are ready to go. **What do you dislike about FinCRM?** As it is new in the market, it needs some development like adding in more features to tell insights of data, need to increase the entries list to a higher number. **What problems is FinCRM solving and how is that benefiting you?** Not only Showing the profile but reminding about the follow-ups on time, one cannot forget about re-reminder of follow-up calls with FinCRM. Really helpful in searching profiles with either number or name ### 2. Budget friendly Customer relationship management (CRM) solution for small and medium businesses **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Enterprise (> 1000 emp.) **Reviewed Date:** June 27, 2023 **What do you like best about FinCRM?** It's user-friendly lead management, task management and enhanced engagement features **What do you dislike about FinCRM?** Scalability challenges, integration complexity and learning curve **What problems is FinCRM solving and how is that benefiting you?** It is helping streamline operations related to revenue forecasting, task tracking, contact management, estimating and more on a centralized platform ### 3. Good but with care **Rating:** 3.5/5.0 stars **Reviewed by:** Giuliano S. | Proprietário, Small-Business (50 or fewer emp.) **Reviewed Date:** June 13, 2022 **What do you like best about FinCRM?** It is an excellent tool for sales tracking, I appreciate the sales funnel, contact management, and reports, much better for addressing and explaining the goals. **What do you dislike about FinCRM?** I don't know what to point out as a flaw, but in everything that doesn't update, it doesn't keep up with the market. A constant improvement of the program's tools and functions is necessary. **Recommendations to others considering FinCRM:** Solution in your sales **What problems is FinCRM solving and how is that benefiting you?** The software has been a useful sales tool that delivers satisfactory financial results, increasing production and improving the performance of sales made. ### 4. Good CRM software company **Rating:** 4.0/5.0 stars **Reviewed by:** Rupalee P. | Business Relationship Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** May 15, 2022 **What do you like best about FinCRM?** Very convenient to use with all valuable features it's really good for sales management and new customer acquisition.all the information stored in CRM database really help to understand our customers better. **What do you dislike about FinCRM?** It's should be more cost effective.also sometimes its crashes. **What problems is FinCRM solving and how is that benefiting you?** Definitely the data store in CRM database give us more insight about our customers and that is really help in growth of organization.the performance of business is increased significantly. ### 5. Good lead management software and very good for automation **Rating:** 4.0/5.0 stars **Reviewed by:** Jack G. | Associate Process Manager, Enterprise (> 1000 emp.) **Reviewed Date:** March 26, 2022 **What do you like best about FinCRM?** Best lead management software and makes work easier with automation of workflows. It helps very much in tracking performances and admin dashboard is the best. **What do you dislike about FinCRM?** If it is made to be more affordable then it can patentially become the best crm software in the dogital space. **What problems is FinCRM solving and how is that benefiting you?** Managing work production and able to efficiently do my tasks which helps in more lead production. ### 6. Great CRM Software DigitalCRM.com **Rating:** 5.0/5.0 stars **Reviewed by:** Kathlene May D. | Freelancer, Small-Business (50 or fewer emp.) **Reviewed Date:** November 30, 2021 **What do you like best about FinCRM?** It was the best sales CRM Software been using this as my lead management software since I am into web research. It is made my work easier and it has a lot more feature than you think **What do you dislike about FinCRM?** Well, I have nothing against this software. Anything works properly on my end I do not have any problem using this kind of tool I can see that it will have to improve just the way it has been affordable **What problems is FinCRM solving and how is that benefiting you?** Got no problem using this software, as a matter of fact, I have won more leads using them, and it is awesome I do manage my tasks efficiently and our performance increase overtime ### 7. Complete CRM Solution in one Place **Rating:** 4.5/5.0 stars **Reviewed by:** Sameena A. | Business Analyst, Small-Business (50 or fewer emp.) **Reviewed Date:** January 07, 2022 **What do you like best about FinCRM?** I like the admin dashboard best. it is intuitive and easy to use **What do you dislike about FinCRM?** I think there is very little to dislike, it is as advertised **What problems is FinCRM solving and how is that benefiting you?** Invoices Analytics and other ways to manage employees and work production ### 8. Digital friend Indeed.. **Rating:** 5.0/5.0 stars **Reviewed by:** Megha G. | Advocate & Notary Govt. Of India, Small-Business (50 or fewer emp.) **Reviewed Date:** September 16, 2021 **What do you like best about FinCRM?** Best For lead management, sales pipeline, marketing & customer acquisition. **What do you dislike about FinCRM?** There is nothing to dislike. As such, I am sure the CRM support team is working to make this better. **Recommendations to others considering FinCRM:** I thoroughly recommend this to all my friends & online users for this product. **What problems is FinCRM solving and how is that benefiting you?** I am getting my sales pipeline very smoothly. Able to track my sales follow-up correctly with this software. ### 9. Digital CRM.com is designed to automate the route management process. **Rating:** 5.0/5.0 stars **Reviewed by:** Christine S. | Service Coordinator, Mid-Market (51-1000 emp.) **Reviewed Date:** January 18, 2021 **What do you like best about FinCRM?** Officers can take action by simplifying automated trading and structure to carry out in one step. Customers, Deals, Driving, Bargaining - View daily / weekly / monthly reports on the web and use them to show our settings and work. This time when someone bought us something at any time, they sent us an email, called us, contacted us through the social director, asked for a demonstration. All this information is stored in our CRM database. There are many things that can be connected to the relationship between the company and the system and this application complies with this agreement. **What do you dislike about FinCRM?** Perhaps the best test of CRM implementation is price. Lack of responsibility or protection against social change within the people within an organization can lead to significant challenges in the implementation of CRM. Poor communication and power outages. **What problems is FinCRM solving and how is that benefiting you?** There are a number of factors that make using our free CRM data unique. When we receive an email, it concludes that it is always included in the appropriate user registration for Bitrix24 CRM. We will be able to respond to messages from the CRM and our responses will be reviewed there. The same is true for blacks. We will be able to make and answer calls from Bitrix24 CRM. History of all calls can be saved in CRM as MP3 recording. ### 10. Great Product **Rating:** 5.0/5.0 stars **Reviewed by:** Lauren F. | Assistant Property Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** June 17, 2021 **What do you like best about FinCRM?** This product is versatile and easy to use. **What do you dislike about FinCRM?** I dislike the pop up option, that pops up alerts whenever there is a new item. **What problems is FinCRM solving and how is that benefiting you?** I am solving the issue of managing prospects. It helps me stay oranized. ### 11. Absolute ease to use **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Health, Wellness and Fitness | Small-Business (50 or fewer emp.) **Reviewed Date:** August 24, 2021 **What do you like best about FinCRM?** Ease and adaptibility are the most helpful **What do you dislike about FinCRM?** Repetitive leads is what I dislike the most **Recommendations to others considering FinCRM:** Easy to use must give it a try **What problems is FinCRM solving and how is that benefiting you?** Problem is repetitiveness Benefit is consolidation of workspace and business ### 12. It deals Administration, Showcasing, Determining, Analytics, and augmentation efficiency. **Rating:** 4.5/5.0 stars **Reviewed by:** Fernando C. | Freelance Marketing Consultant, Strategy & Business Developer, Mid-Market (51-1000 emp.) **Reviewed Date:** August 26, 2020 **What do you like best about FinCRM?** Automate bargains workstream in one phase and smooth out lead-to-deal structures enabling chiefs to follow execution. View customers, deals, drives, bargains – day/week/month reports on the web and use it to push ahead our arrangements and displaying works out. On the off chance that someone at any point purchased something from us, sent us a mail, called us, contacted us through social mastermind, asked a demo. Every one of that information is taken care of inside our CRM database. There are many things that can relate to business and system co-relation and this application fulfills the deal. **What do you dislike about FinCRM?** Perhaps the best test for CRM execution is cost. An absence of duty or protection from social change from individuals inside the organization can cause significant challenges with the CRM execution. Poor correspondence and Absence of authority. **What problems is FinCRM solving and how is that benefiting you?** There are a couple of things that make our free CRM database organization application unique. This infers whenever we get an email message, it's normally included in Bitrix24 CRM to the appropriate customer record. We'll be capable response to messages from inside the CRM, and our answer will be taken care of there. Same for calls – we'll be capable make and answer calls from Bitrix24 CRM. The chronicles of all telephone conversations can be taken care of inside the CRM as MP3 records. ### 13. UI and UX both are excellent **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** April 21, 2021 **What do you like best about FinCRM?** The most, I like about the CRM is UI and UX. Simple navigation and easy to work **What do you dislike about FinCRM?** The cost of CRM is a little high. If the cost can reduce then good for people. **Recommendations to others considering FinCRM:** This is a very good tool. You guys should use it once. **What problems is FinCRM solving and how is that benefiting you?** Efficiency of the sales team has been increased after using this CRM. ### 14. Complete CRM solution with robust pipeline management **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Small-Business (50 or fewer emp.) **Reviewed Date:** November 08, 2020 **What do you like best about FinCRM?** Modern User interphase and customization **What do you dislike about FinCRM?** It has No trial period and it is very expensive **Recommendations to others considering FinCRM:** Compare features with Pipedrive before making a decision **What problems is FinCRM solving and how is that benefiting you?** Pipeline management ### 15. Customer habits and preferences **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Oil & Energy | Small-Business (50 or fewer emp.) **Reviewed Date:** February 13, 2019 **What do you like best about FinCRM?** Makes personalization and automated messaging easier. Digital CRM provides a clear picture of customer's habits and preferences and hence makes business easier. **What do you dislike about FinCRM?** There can be security issues with CRM software as data is contained at a centralised point. Data can be lost if the database is not properly maintained. **What problems is FinCRM solving and how is that benefiting you?** Everyone has same access to data and hence everyone is automatically on the same page. It is a scalable solution. It helps in discovering where the business is making progress and therefore allows for data mining. ### 16. Customer Experience Enhancement **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** January 29, 2019 **What do you like best about FinCRM?** Provides clear picture of each customer's preferences and behaviour along with automated messaging easier. **What do you dislike about FinCRM?** It eliminates human element from business equation. Also there are security issues with it. **What problems is FinCRM solving and how is that benefiting you?** The very fact that computer processor is capable of sending and receiving data which are embedding in everyday object. ### 17. Manage customer relation software **Rating:** 3.5/5.0 stars **Reviewed by:** Vivek B. | Customer Support Engineer, Mid-Market (51-1000 emp.) **Reviewed Date:** August 08, 2018 **What do you like best about FinCRM?** If you would like to need a soft for customer service and outsourcing business you can give it a try **What do you dislike about FinCRM?** I don't know but the price maybe or not aware **Recommendations to others considering FinCRM:** if someone want to establish their business the increase the customer service then try this **What problems is FinCRM solving and how is that benefiting you?** I used to solve technical problem and raise service request to solve the customer problem ### 18. Easy to use **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** May 18, 2018 **What do you like best about FinCRM?** the application is limitless, as we continue our usage, and expand our product base, I am finding it easier to navigate **What do you dislike about FinCRM?** wish we could utilize more advanced features integrated within CRM **Recommendations to others considering FinCRM:** hard to say, as we are a unique business **What problems is FinCRM solving and how is that benefiting you?** easier to view clients portfolio, and quickly jump to current sections, unlike the predecessor software we used, an internal and antiquated system that I personally am glad to put to rest ### 19. Effective manage and change within your company **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Enterprise (> 1000 emp.) **Reviewed Date:** July 17, 2018 **What do you like best about FinCRM?** With crm I can identify and and optimize my customers lifecycle. **What do you dislike about FinCRM?** Maybe the cost and some times the crashes **What problems is FinCRM solving and how is that benefiting you?** With ditalcrm I can grow faster and get faster results with cloud services they provide ## FinCRM Discussions - [How do i give this sofware](https://www.g2.com/discussions/50907-how-do-i-give-this-sofware) - 1 comment, 1 upvote - [View FinCRM pricing details and edition comparison](https://www.g2.com/products/fincrm-technologies-pvt-ltd-fincrm/reviews?section=pricing&secure%5Bexpires_at%5D=2026-05-29+20%3A23%3A17+-0500&secure%5Bsession_id%5D=3f199ab7-1341-4422-94e0-ba5741babf30&secure%5Btoken%5D=cbebb9a0161911b752fa2967a5f8c177b3f2fb6d975e65a8f3d0cebb2109ed7b&format=llm_user) ## FinCRM Features **Sales Force Automation** - Contact & Account Management - Partner Relationship Mgmt. (PRM) - Opportunity & Pipeline Mgmt. - Task / Activity Management - Territory & Quota Management - Desktop Integration - Product & Price List Management - Quote & Order Management - Customer Contract Management **Marketing Automation** - Email Marketing - Campaign Management - Lead Management - Marketing ROI Analytics **Customer Support** - Case Management - Customer Support Portal - Knowledge Base - Call Center Features - Support Analytics **Reporting & Analytics** - Reporting - Dashboards - Forecasting **Mobile & Social** - Social Collaboration Features - Social Network Integration - Mobile User Support **Platform** - Customization - Workflow Capability - User, Role, and Access Management - Internationalization - Sandbox / Test Environments - Document & Content Mgmt. - Performance and Reliability - Output Document Generation **Integration** - Data Import & Export Tools - Integration APIs - Breadth of Partner Applications **Generative AI** - AI Text Generation **Agentic AI - CRM** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making ## Top FinCRM Alternatives - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - 4.4/5.0 (24,608 reviews) - [ActiveCampaign](https://www.g2.com/products/activecampaign/reviews) - 4.4/5.0 (14,153 reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - 4.4/5.0 (13,206 reviews)