Show rating breakdown
Save to My Lists
Unclaimed
Unclaimed

Top Rated FinCRM Alternatives

FinCRM Reviews & Product Details

FinCRM Overview

What is 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 Details
Discussions
FinCRM Community
Show LessShow More
Product Description

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.


Seller Details
Year Founded
2020
HQ Location
Pune, Maharashtra
Twitter
@fincrmofficial
17 Twitter followers
LinkedIn® Page
www.linkedin.com
3 employees on LinkedIn®

Recent FinCRM Reviews

Verified User
U
Verified UserEnterprise (> 1000 emp.)
4.5 out of 5
"Budget friendly Customer relationship management (CRM) solution for small and medium businesses"
It's user-friendly lead management, task management and enhanced engagement features
Aakash T.
AT
Aakash T.Mid-Market (51-1000 emp.)
5.0 out of 5
"Most budget friendly CRM"
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...
Giuliano S.
GS
Giuliano S.Small-Business (50 or fewer emp.)
3.5 out of 5
"Good but with care"
It is an excellent tool for sales tracking, I appreciate the sales funnel, contact management, and reports, much better for addressing and explaini...
Security Badge
This seller hasn't added their security information yet. Let them know that you'd like them to add it.
0 people requested security information

FinCRM Media

Answer a few questions to help the FinCRM community
Have you used FinCRM before?
Yes

19 FinCRM Reviews

4.3 out of 5
The next elements are filters and will change the displayed results once they are selected.
Search reviews
Popular Mentions
The next elements are radio elements and sort the displayed results by the item selected and will update the results displayed.
Hide FiltersMore Filters
The next elements are filters and will change the displayed results once they are selected.
The next elements are filters and will change the displayed results once they are selected.
19 FinCRM Reviews
4.3 out of 5
19 FinCRM Reviews
4.3 out of 5
G2 reviews are authentic and verified.
Aakash T.
AT
Senior Data Analyst
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Review source: G2 invite
Incentivized Review
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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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 Review collected by and hosted on G2.com.

Verified User in Financial Services
UF
Enterprise(> 1000 emp.)
More Options
Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about FinCRM?

It's user-friendly lead management, task management and enhanced engagement features Review collected by and hosted on G2.com.

What do you dislike about FinCRM?

Scalability challenges, integration complexity and learning curve Review collected by and hosted on G2.com.

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 Review collected by and hosted on G2.com.

Giuliano S.
GS
Proprietário
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: Organic
Translated Using AI
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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Recommendations to others considering FinCRM:

Solution in your sales Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Rupalee P.
RP
Business Relationship Manager
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Review source: G2 invite
Incentivized Review
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. Review collected by and hosted on G2.com.

What do you dislike about FinCRM?

It's should be more cost effective.also sometimes its crashes. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Jack G.
JG
Associate Process Manager
Enterprise(> 1000 emp.)
More Options
Validated Reviewer
Review source: G2 invite
Incentivized Review
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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Kathlene May D.
KD
Freelancer
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: G2 invite
Incentivized Review
(Original )Information
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 Review collected by and hosted on G2.com.

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 Review collected by and hosted on G2.com.

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 Review collected by and hosted on G2.com.

Sameena A.
SA
Business Analyst
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: G2 invite
Incentivized Review
(Original )Information
What do you like best about FinCRM?

I like the admin dashboard best. it is intuitive and easy to use Review collected by and hosted on G2.com.

What do you dislike about FinCRM?

I think there is very little to dislike, it is as advertised Review collected by and hosted on G2.com.

What problems is FinCRM solving and how is that benefiting you?

Invoices Analytics and other ways to manage employees and work production Review collected by and hosted on G2.com.

Megha G.
MG
Advocate & Notary Govt. Of India
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: Organic
What do you like best about FinCRM?

Best For lead management, sales pipeline, marketing & customer acquisition. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Recommendations to others considering FinCRM:

I thoroughly recommend this to all my friends & online users for this product. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Christine S.
CS
Service Coordinator
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Review source: G2 invite
Incentivized Review
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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Lauren F.
LF
Assistant Property Manager
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about FinCRM?

This product is versatile and easy to use. Review collected by and hosted on G2.com.

What do you dislike about FinCRM?

I dislike the pop up option, that pops up alerts whenever there is a new item. Review collected by and hosted on G2.com.

What problems is FinCRM solving and how is that benefiting you?

I am solving the issue of managing prospects. It helps me stay oranized. Review collected by and hosted on G2.com.