FinCRM
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FinCRM
By FinCRM Technologies Pvt. Ltd.
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4.3 out of 5 stars
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FinCRM Reviews & Product Details - Page 2

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FinCRM Overview

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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
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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
Seller
FinCRM Technologies Pvt. Ltd.
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
Read more
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...
Read more
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...
Read more
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0 people requested security information

FinCRM Media

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19 FinCRM Reviews

4.3 out of 5
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19 FinCRM Reviews
4.3 out of 5
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4.3 out of 5
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Verified User in Health, Wellness and Fitness
CH
Small-Business(50 or fewer emp.)
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Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about FinCRM?

Ease and adaptibility are the most helpful Review collected by and hosted on G2.com.

What do you dislike about FinCRM?

Repetitive leads is what I dislike the most Review collected by and hosted on G2.com.

Recommendations to others considering FinCRM:

Easy to use must give it a try Review collected by and hosted on G2.com.

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

Problem is repetitiveness

Benefit is consolidation of workspace and business Review collected by and hosted on G2.com.

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FC
Freelance Marketing Consultant, Strategy & Business Developer
Mid-Market(51-1000 emp.)
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Validated Reviewer
Review source: G2 invite
Incentivized Review
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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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Verified User in Information Technology and Services
AI
Small-Business(50 or fewer emp.)
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Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about FinCRM?

The most, I like about the CRM is UI and UX. Simple navigation and easy to work Review collected by and hosted on G2.com.

What do you dislike about FinCRM?

The cost of CRM is a little high. If the cost can reduce then good for people. Review collected by and hosted on G2.com.

Recommendations to others considering FinCRM:

This is a very good tool. You guys should use it once. Review collected by and hosted on G2.com.

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

Efficiency of the sales team has been increased after using this CRM. Review collected by and hosted on G2.com.

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Verified User in Non-Profit Organization Management
UN
Small-Business(50 or fewer emp.)
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Validated Reviewer
Review source: Organic
What do you like best about FinCRM?

Modern User interphase and customization Review collected by and hosted on G2.com.

What do you dislike about FinCRM?

It has No trial period and it is very expensive Review collected by and hosted on G2.com.

Recommendations to others considering FinCRM:

Compare features with Pipedrive before making a decision Review collected by and hosted on G2.com.

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

Pipeline management Review collected by and hosted on G2.com.

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Verified User in Oil & Energy
UO
Small-Business(50 or fewer emp.)
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Validated Reviewer
Review source: G2 invite
Incentivized Review
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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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Verified User in Information Technology and Services
UI
Small-Business(50 or fewer emp.)
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Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about FinCRM?

Provides clear picture of each customer's preferences and behaviour along with automated messaging easier. Review collected by and hosted on G2.com.

What do you dislike about FinCRM?

It eliminates human element from business equation. Also there are security issues with it. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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Vivek B.
VB
Customer Support Engineer
Mid-Market(51-1000 emp.)
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Validated Reviewer
Review source: Seller invite
Business partner of the seller or seller's competitor, not included in G2 scores.
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 Review collected by and hosted on G2.com.

What do you dislike about FinCRM?

I don't know but the price maybe or not aware Review collected by and hosted on G2.com.

Recommendations to others considering FinCRM:

if someone want to establish their business the increase the customer service then try this Review collected by and hosted on G2.com.

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 Review collected by and hosted on G2.com.

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Verified User in Financial Services
UF
Mid-Market(51-1000 emp.)
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Validated Reviewer
Review source: G2 invite
Incentivized Review
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 Review collected by and hosted on G2.com.

What do you dislike about FinCRM?

wish we could utilize more advanced features integrated within CRM Review collected by and hosted on G2.com.

Recommendations to others considering FinCRM:

hard to say, as we are a unique business Review collected by and hosted on G2.com.

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 Review collected by and hosted on G2.com.

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Verified User in Financial Services
UF
Enterprise(> 1000 emp.)
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Validated Reviewer
Review source: G2 invite
Incentivized Review
(Original )Information
Business partner of the seller or seller's competitor, not included in G2 scores.
What do you like best about FinCRM?

With crm I can identify and and optimize my customers lifecycle. Review collected by and hosted on G2.com.

What do you dislike about FinCRM?

Maybe the cost and some times the crashes Review collected by and hosted on G2.com.

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 Review collected by and hosted on G2.com.

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FinCRM Categories on G2
CRM
CRM

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