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  • Support

    Providing support is an integral part of our service

    With the Software purchase, we provide free installation and annual web hosting

    Since all our products are developed to your requirements, we also assist in customizing fields and software modules

    You can contact us for any post sale issue
    An account executive will be allocated and we provide multi channel customer service via web, email and phone support
    Also there is help online 24/7 around-the-clock access to an online searchable knowledge base with videos to the most commonly asked support questions

    Our customer support is dedicated to help you increase user productivity and satisfaction so your company gets all the benefits that a CRM Software can deliver

  • FinCRM Testimonial

    Well thought out CRM dashboard and analytics in the software. Good features.
    Especially nice is the option to import leads directly onto the system and search
    leads for from within the software itself. Customer Support is goodOliver Taylor
    Like its – web to lead generation module, it gives complete inside of my contact form
    submissions. once the lead is converted into customer the option of viewing monthly
    sales. This allows our sales team to generate more opportunities from a leads. Good
    and easy to navigate UIHarry Smith
    It is a excellent CRM that can help you and your team keep track of leads. Easy to
    use the interface and a very reliable tool to help manage thousands of leads. We are
    able to implement an end-to-end sales automation as plannedJack Williams
    Nice interface, very easy to use and setup, good support, great features, control the
    workflow from Lead management, opportunity, to a customer and view sales reportsGeorge Jones
    From experience with other Sales CRM’s,looks like a mix of each of the other CRM’s.
    Better way to assign leads in comparison to other software’s It is also user
    friendly lead managementJacob Brown
    The best thing is the customer support. Their support staff is quick to respond and
    can solve pretty much any problem. Their development team implements custom feature
    requests and it’s built on a very flexible frameworkOlivia Thomas

  • CRM Software Features

    Contact Management

    Contact Manager helps you to maintain your contacts, leads, accounts, customers, phone numbers, e-mails etc in a centralized place

    CRM Dashboard

    View entire sales funnel, reports, lead status, customers, sales, users, map etc on a interactive graphical dashboard on monthly/yearly basis

    Web to Lead

    Directly collect and capture the lead from your website – contact us page and add into CRM Software in leads management module

    Database Management

    Manage your contacts, leads, accounts, customers, phone numbers, e-mails etc in a centralized place

    Accounts Management

    View and Manage your Accounts – company info, contacts, phone numbers, e-mails etc in a centralized place and view sales information

    Leads Management

    Capture leads from various sources like website, web to lead form, CSV, mobile, contacts, email and easily categorize them as per lead status

    Deals Management

    View Sales Pipeline and online status of leads in their respective stage – like Customer lost, Customer Won, Leads, Negotiation, Proposal, Prospects in a drag and drop format

    Customers Management

    View and Manage your Customers database – contacts, phone numbers, e-mails etc in a centralized place and view customers history with the company to improve business relationship

    Sales Management

    View company sales – monthly, quarterly or yearly basis, view sales target vs achievement.It helps in sales automation, sales force management and analysis

    Forecast Management

    View details of sales vs forecast, percentage quota achieved, top achievers, amount in pipeline etc. It helps the organization to achieve the sales targets efficiently

    Territory Management

    View details of sales, territory-wise as defined by sales management. It helps sales staff by defining geographical sales based on customers, forecast, achievement and territory

    Reports and Analytics

    View customers, deals, leads, sales, pipeline, forecast, sales by users, map on a – day/week/month, reports online. It helps in business process management, i.e to discover, analyze, improve and automate sales process

    Notifications

    Get alerts when web to lead form is filled, appointment, lead generated or any other activity, also receive email alerts based various CRM module activation like form submission, daily report etc

    Newsletter

    Launch an email marketing campaign and send email newsletters to customers, Accounts, leads etc and track the mail response

    Mail

    Internal messaging system to send emails to customers, Accounts, leads etc via CRM Software

    Document Management

    Upload, Track, manage and store documents. Product literature, presentations and other sales and marketing documents can be stored online and shared with prospects

    Product Management

    Add products and view the sales related data of the product at all stages of the sales cycle

    Invoice Management

    Create and send invoices, add product information, pricing, discount, delivery charges etc. Also save invoice as PDF file, send invoice by email to prospects and view Reports

    User Management

    Enables admin or sales manager to control user access and on-board and disable users from using the CRM Software. It can also be used as sales management module to manage sales staff

    Admin Dashboard

    Dashboard of all company related settings like add/edit/delete users, view analytics, add API settings, send newsletter, view reports, change logo, CSS and do any other administrative function

    REST API

    Easy to use REST API that allow developers to interact with site remotely by sending and receiving JSONs and can also be used to develop custom iPhone and Android Mobile application

    Calendar

    Setup Appointment using Online Calendar and use it as a scheduling application that lets sales staff to keep track of events, appointments,meetings etc

    File Manager

    A File Manager provides a user interface to manage files
    Admin can upload files such as product literature, brochure, documents,PDF etc
    These files can be viewed by users and used for sales and marketing purpose

    Facebook CRM

    FinCRM.com provides complete integration with Facebook Ads
    It is easy to setup and automates the lead generation process
    Rather than downloading the CSV manually,leads from Facebook are automatically added in CRM Software

    Ticket Management

    Customer Service tool that keep track of all the issues and complaints and manages customer support requests from various sources in one location

    Company

    Company or business information can be added in CRM Software contact management database and while adding products, deals, sales etc

    Settings

    Admin can set default values for some modules like currency, view deleted values and change data for the forms fields, business rules, options and more

    RFQ

    RFQ or Request for Quote is a process, where customers ask for a price quote or bids from supplier to purchase a product or service

    Frontend Website

    Website builder module developed using React.js that displays complete website with all details of company and products with contact form option

    Services

    Similar to adding a product a company can add services they provide and view the leads. The list of services can also be displayed on front end via API

    Task Management

    Keep track of your tasks based on their start and end date. Tasks management enables a company to complete projects and increase productivity

    Appointment

    Create and manage appointments with clients. View clients information and the schedule date and time registered for each appointment online

    Orders

    Automate the order fulfilment process .i.e. orders, sales, and customers. View sales order and also check the post order status of the product

    Campaign

    Create marketing campaign for your goal or any other sales activity. You can send email campaigns, newsletters or track ad spends online

    Projects

    Project managers can manage their project time, budget, reports and documentation for the entire team from one dashboard and improve efficiency

  • CRM App API Documentation

    The REST API provides an easy-to-use set of HTTP endpoints that let you access your site’s data in simple JSON format, including users, leads, taxonomies and more. Retrieving or updating data is as simple as sending a HTTP request.

    The web services help you build applications and manage your CRM Account and the associated CRM data using CRM REST API. FinCRM APIs belongs to the REST (Representational State Transfer) category. The REST methods include: GET, POST, PUT and DELETE request.

    Request Methods Definition
    GET Fetching the data or retrieve the data
    POST Store the data
    PUT Updating the data
    DELETE Destroy Or Deleting the data

    Note: {URL}:

    Key Value
    Content-Type application/json

    User Authentication:

    1. Login User:

    Method: POST
    URL: {url}/api/login

    Headers: key: Content-Type value: application/json
    Body Params: email, password

    1. Register User:

    Method: POST
    URL: {url}/api/register

    Headers: key: Content-Type value: application/json
    Body Params: name, email, mobile, company, password, c_password

    Body params Data type Message
    name String Your name
    email Email Your email
    mobile Integer Your contact number
    company String Your company name
    password String Your password
    c_password String Your confirm password
    1. Logout:

    Method: POST
    URL: {url}/api/logout

    Headers:

    Key Value Message
    Content-Type application/json
    Authorization {auth_token} After login the login api gives you to a auth token as well.Get your auth token from login or register api.

    Company: Except all companies and company details, you will need the auth_token or Authorization Header for accessing the company API’s

    1. All Companies

    Method: GET
    URL: {url}/api/ v1/companies?sort={number}

    Headers: key: Content-Type value: application/json
    Params: key: sort , value: enter integer value such as 10, 25 etc..

    The sort params will return you a number of record you wants to lists.

    1. Company Details

    Method: GET
    URL: {url}/api/ v1/companies/{slug}

    Headers: key: Content-Type value: application/json

    1. Add Company

    Method: POST
    URL: {url}/api/ v1/companies
    Headers:

    Key Value Message
    Content-Type application/json
    Authorization {auth_token} After login the login api gives you to a auth token as well.Get your auth token from login or register api.

    Body params:

    Body params Data type Message
    c_name String Your company name
    c_mobileNum number Your company number
    c_whatsappNum number Your whatsapp number
    c_bio String Your company bio
    c_email String Your company email
    personal_name String Your name
    category_id Integer Integer value of category
    actype_id Integer Account type id
    position String Your position in company
    c_logo image Company logo
    1. Update Company

    Method: PUT
    URL: {url}/api/ v1/companies/{slug}

    Headers:

    Key Value Message
    Content-Type application/json
    Authorization {auth_token} After login the login api gives you to a auth token as well.Get your auth token from login or register api.

    Body params:

    Body params Data type Message
    c_name String Your company name
    c_mobileNum number Your company number
    c_whatsappNum number Your whatsapp number
    c_bio String Your company bio
    c_email String Your company email
    personal_name String Your name
    category_id Integer Integer value of category
    actype_id Integer Account type id
    position String Your position in company
    c_logo image Company logo
    1. Delete Company

    Method: DELETE
    URL: {url}/api/ v1/companies/{slug}

    Headers:

    Key Value Message
    Content-Type application/json
    Authorization {auth_token} After login the login api gives you to a auth token as well.Get your auth token from login or register api.
    1. Auth User Company

    Method: GET
    URL: {url}/api/ v1/auth/company?limit={number}

    Headers:

    Key Value Message
    Content-Type application/json
    Authorization {auth_token} After login the login api gives you to a auth token as well.Get your auth token from login or register api.

    Params: key: limit value: number (number like 5,10,50 etc…)

    This limit params will return number of companies you want to lists.

    Products:

    1. Lists of products

    Method: GET
    URL: {url}/api/v1/products?unique=false&sort=18&featured=true
    Headers: key: Content-Type value: application/json
    Params:

    Key Value Message
    unique true/false List only one product of each users.
    sort Number (10, 20) Enter number to lists the product
    Featured true/false If true will return featured product otherwise all product
    1. Product details

    Method: GET
    URL: {url}/api/v1/products/{slug}

    Headers: key: Content-Type value: application/json

    1. Add product

    Method: POST
    URL: {url}/api/v1/products
    Headers: key:

    Key Value Message
    Content-Type application/json
    Authorization {auth_token} After login the login api gives you to a auth token as well.Get your auth token from login or register api.

    Params:

    Body params Data type Message
    name String Your product name
    price number Your product price
    description Text Your product description
    procat_id Int Select product category
    prosubcat_id Int Select product subcategory
    company Int Select company
    vendor String Enter vendor
    tags String Enter tags
    location String Enter location
    min_quantity Int Enter min quantity of product
    picture Image Upload file
    unit Int Enter unit of product
    1. Update product

    Method: PUT
    URL: {url}/api/v1/products/{slug}

    Headers: key:

    Key Value Message
    Content-Type application/json
    Authorization {auth_token} After login the login api gives you to a auth token as well.Get your auth token from login or register api.

    Params:

    Body params Data type Message
    name String Your product name
    price number Your product price
    description Text Your product description
    procat_id Int Select product category
    prosubcat_id Int Select product subcategory
    company Int Select company
    vendor String Enter vendor
    tags String Enter tags
    location String Enter location
    min_quantity Int Enter min quantity of product
    picture Image Upload file
    unit Int Enter unit of product
    1. Delete product

    Method: DELETE
    URL: {url}/api/v1/products/{slug}

    Headers: key:

    Key Value Message
    Content-Type application/json
    Authorization {auth_token} After login the login api gives you to a auth token as well.Get your auth token from login or register api.
    1. Product lead store

    Method: POST
    URL: {url}/api/v1/product/leads
    Headers: key:

    Key Value Message
    Content-Type application/json
    Authorization {auth_token} After login the login api gives you to a auth token as well.Get your auth token from login or register api.

    Params:

    Body params Data type Message
    first_name String name
    email String Email
    mobile Number Number
    pro_id Int Select product id
    notes Text description
    1. Product leads

    Method: GET
    URL: {url}/api/v1/product/leads?all=false
    Headers: key:

    Key Value Message
    Content-Type application/json
    Authorization {auth_token} After login the login api gives you to a auth token as well.Get your auth token from login or register api.

    Prams: If parameter all = false it will return only product leads other all leads.

    Leads:

    For this lead api header will be used.

    Key Value Message
    Content-Type application/json
    Authorization {auth_token} After login the login api gives you to a auth token as well.Get your auth token from login or register api.
    1. Auth user leads

    Method: GET
    URL: {url}/api/v1/leads?limit={number}

    Headers: Content-Type and Authorization used
    Params: key: limit value: number

    1. Add lead

    Method: POST
    URL: {url}/api/v1/leads
    Headers: Content-Type and Authorization used
    Params: Use this params in update lead also

    Body params Data type Message
    first_name String First name
    last_name String Last name
    email Number Email
    designation string Designation
    notes Text Description
    company Int Select company
    phone Number Enter number
    mobile Number Enter number
    picture Image Upload image
    1. Update lead

    Method: PUT
    URL: {url}/api/v1/leads/{id}

    Headers: Content-Type and Authorization used
    Params: use same params defined in add lead

    1. Delete Lead

    Method: DELETE
    URL: {url}/api/v1/leads/{id}

    Headers: Content-Type and Authorization used

    1. Detail of lead

    Method: GET
    URL: {url}/api/v1/leads/{id}

    Headers: Content-Type and Authorization used
    Contacts:

    For this contact api header will be used.

    Key Value Message
    Content-Type application/json
    Authorization {auth_token} After login the login api gives you to a auth token as well.Get your auth token from login or register api.
    1. Auth user contacts

    Method: GET
    URL: {url}/api/v1/contacts
    Headers: Content-Type and Authorization used

    1. Add contacts

    Method: POST
    URL: {url}/api/v1/contacts
    Headers: Content-Type and Authorization used
    Params: use this params for store and update api

    Body params Data type Message
    first_name String First name
    last_name String Last name
    email Number Email
    ldsrc_id Integer Select lead source
    mobile Number Enter number
    picture Image Upload image
    1. Update contacts

    Method: PUT
    URL: {url}/api/v1/contacts/{id}

    Headers: Content-Type and Authorization used

    1. Delete contacts

    Method: DELETE
    URL: {url}/api/v1/contacts/{id}

    Headers: Content-Type and Authorization used

    1. Detail of contacts

    Method: GET
    URL: {url}/api/v1/contacts/{id}

    Headers: Content-Type and Authorization used

    Deal:

    For this deal api header will be used.

    Key Value Message
    Content-Type application/json
    Authorization {auth_token} After login the login api gives you to a auth token as well.Get your auth token from login or register api.
    1. Auth user deal

    Method: GET
    URL: {url}/api/v1/deals?limit={number}

    Headers: Content-Type and Authorization used
    Params: key: limit value: number

    1. Add deal

    Method: POST
    URL: {url}/api/v1/deals
    Headers: Content-Type and Authorization used
    Params: use this params for store and update api

    Body params Data type Message
    name String First name
    ld_id Integer Select lead id
    pro_id Integer Slect product id
    sfun_id Integer Select sales funnel id
    value Number Enter value
    closing_date date date
    1. Update deal

    Method: PUT
    URL: {url}/api/v1/deals/{id}

    Headers: Content-Type and Authorization used

    1. Delete deal

    Method: DELETE
    URL: {url}/api/v1/deals/{id}

    Headers: Content-Type and Authorization used

    1. Detail of deal

    Method: GET
    URL: {url}/api/v1/deals/{id}

    Headers: Content-Type and Authorization used

    Services:

    For this service api header will be used.

    Key Value Message
    Content-Type application/json
    Authorization {auth_token} After login the login api gives you to a auth token as well.Get your auth token from login or register api.
    1. All Service

    Method: GET
    URL: {url}/api/v1/api-services?limit={number}&featured={true/false}

    Headers: Content-Type header is use for this
    Params:

    Key Value Message
    limit number Will list the number of services
    featured true/false Will show featured services based on condition (true/false)
    1. Add Service

    Method: POST
    URL: {url}/api/v1/api-services
    Headers: Content-Type and Authorization used
    Params:

    Body params Data type Message
    title String Service name
    price Value Enter price value
    servcategory_id Int Select service category
    serv_subcategory_id Int Select service sub category
    company_id Int Select company id
    image String Upload image
    description Text Description
    brand String Brand name
    tags string tags
    1. Service Lead Store

    Method: POST
    URL: {url}/api/v1/api-services/leads
    Headers: Content-Type and Authorization used
    Params:

    Body params Data type Message
    name String Service name
    mobile number Enter number
    service_id Int Select service id
    notes Text Notes
    1. Detail of Services

    Method: GET
    URL: {url}/api/v1/api-services/{slug}

    Headers: Content-Type and Authorization used

    1. Auth User Services

    Method: GET
    URL: {url}/api/v1/services?limit={number}

    Headers: Content-Type and Authorization used
    Params:

    Key Value Message
    limit number Will list the number of services

    Common API’s for Select Values/Id (for dropdown)

    Key Value Message
    Content-Type application/json
    Authorization {auth_token} After login the login api gives you to a auth token as well.Get your auth token from login or register api.
    1. Get Currencies

    Method: GET
    URL: {url}/api/v1/currencies
    Headers: Content-Type and Authorization used

    1. Account Type

    Method: GET
    URL: {url}/api/v1/account-type
    Headers: Content-Type and Authorization used

    1. Industry Type

    Method: GET
    URL: {url}/api/v1/industry-type
    Headers: Content-Type and Authorization used

    1. Category List

    Method: GET
    URL: {url}/api/v1/list-category
    Headers: Content-Type and Authorization used

    1. Subcategory List

    Method: GET
    URL: {url}/api/v1/list-subcategory?limit=10&category_id=1
    Headers: Content-Type and Authorization used
    Params:

    Key Value Message
    limit number Will list the number of subcategories
    category_id Integer For which category do you want the list of subcategories
    1. States

    Method: GET
    URL: {url}/api/v1/states/{country_id}

    Headers: Content-Type and Authorization used

    1. Countries

    Method: GET
    URL: {url}/api/v1/countries
    Headers: Content-Type and Authorization used

    1. Deal Type

    Method: GET
    URL: {url}/api/v1/deal-type
    Headers: Content-Type and Authorization used

    1. Lead Type

    Method: GET
    URL: {url}/api/v1/lead-type
    Headers: Content-Type and Authorization used

    1. Lead Source

    Method: GET
    URL: {url}/api/v1/lead-source
    Headers: Content-Type and Authorization used

    1. Units

    Method: GET
    URL: {url}/api/v1/units
    Headers: Content-Type and Authorization used
    Dashboard Purposes

    1. Auth User Profile

    Method: GET
    URL: {url}/api/v1/profile
    Headers: Content-Type and Authorization used

    1. User Company

    Method: GET
    URL: {url}/api/v1/auth/company
    Headers: Content-Type and Authorization used

    1. User Product

    Method: GET
    URL: {url}/api/v1/auth/product?limit={number}

    Headers: Content-Type and Authorization used

  • CRM Integration

    Customer Relationship Management (CRM) refers to strategy and technology that companies use to manage and analyze leads, sales and customer data.

    Benefit of implementing CRM in a company is that it provides 360-degree view of the customer life cycle.
    With a complete view of leads and customer activity across the platform, companies will gain better business insight, increase the sales productivity of team, and put business on the path to growth.

    FinCRM.com software solution enables companies to achieve a competitive advantage in the business.

    We provide complete assistance in implementing a CRM solution
    Implementing CRM is an easy process and before starting there is a need to document the benefits desired, list features required and study the existing processes

    The following factors need to be considered while implementing CRM:

    • Customization – Document, changes required in CRM software i.e check forms/fields depending on the industry/sector of your company
    • On site or on Cloud – Decide to host CRM in your own server or pay using subscription model
    • Web Hosting – Study web host/server requirement for installing CRM within company
    • Web to lead Form – Automatically add customer lead data directly into CRM using website contact form
    • Mail – Integrate seamlessly with existing email id for sending email/newsletter
    • CMS – Ensure your website and CRM to function together seamlessly
    • CRM Geo-location – Show location based data i.e leads, customers, contacts in Google Maps
    • API – Data via APIs can be provided to external partners or third-party developers
    • Sales/marketing automation – Map CRM integration to streamline the sales process as leads/customer data is centralized

    Proper CRM integration will increase your business productivity and generate quicker ROI
    FinCRM.com provides you the software needed to accelerate and automate your entire sales management process
    We will guide you through each step to ensure that CRM Software is installed quickly and easily in your company

    Pl. check the online demo of our CRM Software, and contact us.

  • CRM Hosting

    The Sales CRM software is developed on a LAMP (Linux,Apache,MySQL,PHP) framework and is installed online on a Linux server

    Web host requirements are:

    • Linux Server
    • Adequate Disk Space, Bandwidth, RAM, CPU
    • PHP 7.2
    • MySQL 5.6 or higher
    • Apache Web Server
    • Cron Job Editor for receiving email alerts
    • phpMyAdmin
    • cPanel Control panel
    • htaccess support – mode rewrite enabled

    If you’re not sure whether your web host meets the above requirements, contact us for assistance

  • What is the CRM

    CRM – Customer Relationship Management is a strategy for managing a company’s relationships and interactions with its customers and prospective customers. It may involve use of CRM Software, strategy or systems with the goal of improving customer service or assisting customer retention, using analytics and increasing sales.

    Benefits of CRM

    CRM often involves using technology to organize, automate and synchronize service, sales and marketing functions of the company
    It can resolve customer complaints, track leads, close opportunities, automate sales process and present complete view of your customers life cycle

    Modules of CRM System

    A CRM has several functions that include tracking customer interactions, automate sales cycle, track leads and get new customers

    Some of the main CRM modules are:

    Service Management
    Help desk or Complaint Management system lets you gather all customer complaints into one common help desk system where you can categorize, assign and resolve customer queries

    Sales Force Automation
    Automate sales work flow in one platform and streamline lead-to-sale processes giving managers the ability to track team sales performance

    CRM Dashboard
    Get an updated view of entire sales funnel, reports, lead status, customers, sales, users, analytics on a interactive graphical dashboard

    Contact Management
    Contact Manager to maintain company’s contacts, leads, accounts, customers, phone numbers, e-mails etc

    Lead Management
    Capture leads from various sources like website, form, CSV, mobile, contacts, email and easily categorize them as per current status

    Sales Pipeline
    View Online status of lead in progress and their respective stage like Customer lost, Customer Won, Leads, Negotiation, Proposal

    Marketing automation
    Consolidate various customer interactions over email, phone, social media or other channels and view detailed analytics

    Reports and Analytics
    View customers, deals, leads, sales – day/week/month reports online and leverage it to improve your sales activities

    Features in a CRM Software:
    CRM software consolidates customer information into a single database so companies can more easily access and manage sales and marketing information

    Some of the features in CRM Software are:

    CRM Dashboard
    View entire sales funnel, reports, lead status, customers, sales, users, map etc on a interactive graphical dashboard on monthly/yearly basis

    Web to Lead
    Directly collect and capture the lead from your website – contact us page and add into CRM Software in leads management module

    Contact Management
    Manage your contacts, leads, accounts, customers, phone numbers, e-mails etc in a centralized place

    Accounts Management
    View and Manage your Accounts – company info, contacts, phone numbers, e-mails etc in a centralized place and view sales information

    Leads Management
    Capture leads from various sources like website, web to lead form, CSV, mobile, contacts, email and easily categorize them as per lead status

    Deals Management
    View Sales Pipeline and online status of leads in their respective stage – like Customer lost, Customer Won, Leads, Negotiation, Proposal, Prospects in a drag and drop format

    Customers Management
    View and Manage your Customers database – contacts, phone numbers, e-mails etc in a centralized place and view customers history

    Sales Management
    View company sales – monthly, quarterly or yearly basis, view sales target vs achievement

    Forecast Management
    View details of sales vs forecast, percentage quota achieved, top achievers, amount in pipeline etc.

    Territory Management
    View details of sales, territory-wise as defined by sales management. It helps sales staff by defining geographical sales based on customers, forecast, achievement and territory

    Analytics
    View customers, deals, leads, sales, pipeline, forecast, sales by users, map on a – day/week/month, reports online

    Notifications
    Get alerts when web to lead form is filled, appointment, lead generated or any other activity, also receive email alerts based various CRM module activation like form submission, daily report etc

    Geolocation
    Use Google Map – web mapping service, to display the location of customers, Accounts, leads etc so you can view map in CRM software

    Appointments
    Setup Appointment using Online Calendar and use it as a scheduling application that lets sales staff to keep track of events, appointments,meetings etc

    Newsletter
    Launch an email marketing campaign and send email newsletters to customers, Accounts, leads etc and track the mail response

    Mailing
    Internal messaging system to send emails to customers, Accounts, leads etc via CRM Software

    Document System
    Upload, Track, manage and store documents. Product literature, presentations and other sales and marketing documents can be stored online and shared with prospects

    Product Management
    Add products and view the sales related data of the product at all stages of the sales cycle

    Invoicing
    Create and send invoices, add product information, pricing, discount, delivery charges etc

    User Management
    Enables admin or sales manager to control user access and on-board and disable users from using the CRM Software.

    Admin
    Dashboard of all company related settings like add/edit/delete users, view analytics, add API settings, send newsletter, view reports, change logo, CSS and do any other administrative function

    API
    Easy to use REST API that allow developers to interact with site remotely by sending and receiving JSONs and can also be used to develop custom iPhone and Android Mobile app

    Help Desk System
    Contact center, Complaint or ticket management system to facilitate service requests and ticket prioritization to provide post sale customer service to clients

    Main vendors of CRM Software:

    The five main companies providing CRM software are:

    1) Zoho CRM
    2) Salesforce.com
    3) Microsoft Dynamics
    4) SAP CRM
    5) Oracle CRM

    CRM Installation
    There are several option while choosing to install a CRM system, the main two are:

    Cloud CRM
    Cloud CRM or SaaS/Hosted CRM means where CRM Software and customer data resides in the cloud and is delivered to users via Internet
    It does not involve buying Hardware or Software so it is less expensive and clients have to pay on Monthly subscription fees

    On-Site CRM
    With data security and GDPR regulation in force, more and more companies are opting for on-site CRM.
    It also has the advantage of getting a custom CRM software developed with domain related data capture forms and feilds and can be setup in local host, company intranet or own web server

    More and more business’s are now setting up a CRM system for their company.
    A Customer relationship management system helps better understand your customers’ needs and how to meet those needs while enhancing company’s sales and improving business process management.

  • CRM Resources

    Learn about CRM software, view list of CRM Software companies and know about CRM in detail

    Popular CRM Resources:

    Wikipedia – Customer relationship management
    https://en.wikipedia.org/wiki/Customer_relationship_management

    Comparison of CRM systems
    https://en.wikipedia.org/wiki/Comparison_of_CRM_systems

    CRM Software Research
    capterra.com/crm-software-research

    MarTech Today – Marketing Technology News and Management Insights
    https://martech.org/

    CRM Apps for Business
    https://zapier.com/learn/crm/best-crm-app/

    CRM Magazine
    DestinationCRM.com/

    To add any other CRM related resource, pl. contact us

  • Sales CRM Software

    Sales CRM is a term that refers to practice, strategy and technology that an enterprise can adopt to manage and analyze interactions and data throughout the customer lifecycle with the goal of improving business relationships with customers

    Using FinCRM.com Sales CRM Software, companies can manage customer data, access business information, automate sales and marketing process and increase productivityMain features of FinCRM.com Sales CRM software are:

    Contact Management

    All Contacts are displayed in a single dashboard and the related data is displayed like name, email address, mobile number, city etc. Contact management in FinCRM.com Sales CRM software enables you to have all the important data at your disposal, in a clear layout and connected to lead management

    Lead Management

    Keeping track of leads is very important. The leads are stored in a record along with all their data that is easily to retrieve, as well as have all their contact details available. With FinCRM software you may rest assured that your lead management will be productive as you will be able to access all your leads’ data based on time, location, lead status, deals etc. And convert leads to customers easily. You will also be able to view lead Analytics and reports.

    Sales Force Automation

    Sales Force Automation forms an integral part of CRM software. Sales people and their data are managed here, along with various modules like email auto responders and newsletters. In fact the sales data will be tracked along with sales funnel. Besides the basic leads of sales people you will also be able to keep track of their orders, invoice, deals, leads and all sales related decisions
    can be made easily.

    crm dashboard

    Sales Pipeline

    Sales Funnel is an important element in CRM software and is a visual representation of the customer’s journey that is displayed in a friendly GUI. In fact with FinCRM software you will be able to have all your sales

    personnel’s records in one place, and there will be no need to sift through countless records in order to find data on their progress, or how close they are to making the quota. You will thus have a complete overview of each sales person’s account in one place along with lead stage.

    CRM Dashboard

    Get an updated view of your entire sales funnel, reports, lead status, customers, sales, users on an interactive graphical dashboard. The Sales dashboard can be used for the monitoring of business and sales opportunities and performance. A CRM dashboard provides real-time business event snapshots, which are used to measure and develop analytics for business reporting. The dashboard is where users will be directed to when first login into their CRM software.

    Reports and Analytics

    Reports are very important for decision making process. Companies need to make various decisions and choices from time to time. FinCRM.com provides insightful sales reports to track a company’s key performance indicators. Get deeper insights into your sales pipeline and quickly view trends on leads, campaigns, orders, forecasting and territory in an easy to understand
    graphs.

    FinCRM software offers complete sales information through reports and analytics. In this way you will be able to get statistics, technical analysis, and a more detailed overview of various modules, including accounts, leads, customers, and sales.

    FinCRM.com is the best online Sales CRM Software

    Using FinCRM.com Sales CRM Software, companies can manage customer data, access business information, automate sales and marketing process and increase business productivity.

  • Benefits of Hosted CRM

    CRM Software helps a company manage contacts, leads, sales etc, tracks interaction with current and potential customers and builds better relationships with them.

    CRM software which is hosted by an Application Service Provider or ASP is known as the hosted CRM, Cloud or SaaS based CRM. By this arrangement a company outsources its customer relationship management functions to another company.

    Small and medium businesses are immensely benefitted by hosted CRM as they provide quality customer relationship management service at low cost

    Some of the leading companies that provide hosted CRM are:
    FinCRM
    Salce Force CRM
    Hubspot CRM
    Zoho CRM
    Fresh Works CRM

    The benefits of hosted/SaaS/Cloud CRM are:

    • Initial cost of hosted CRM is very low. This is because it involves less investment in initial consulting, thus relying on the flexibility of the hosted application
    • It helps in marketing campaigns, lead information and sales information to a central location for the marketing and sales staff, thus making it more useful for smaller companies working on tight IT budgets.
    • It requires less time for implementation. This is because of the management and storage of the hosted programs and business information
      outside the business’s computer, thus making the program execution much faster than its traditional form. This delivers the hosted CRM software a faster time to market thus helping the business team to improve the customer services and increase their sales in a much faster way.
    • It requires less user maintenance. Unlike the traditional software, in hosted CRM the software is automatically updated through the host server. The process of updating is carried out with minimum interruptions to the services of the business.
    • Good Technical support. This allows the IT department to focus more on the functioning of the software programs and business’s own computers instead of the depending of the developing CRM software.
    • Operational efficiency. This is achieved by the automation of the time consuming repetitive tasks like sending of important emails to partners and customers, warning staffs of open customer issues, etc.
    • Security of data. Important data like sales reports, customer contact databases, etc stored in the host’s server, are available even after the crashing of the hard disk. It also protects the data from getting accessed by unauthorized hackers.
    • Due to the storage of important data in the host’s storage centers, there is availability of constant access to the information in databases.
    • Marketing automations are provided for and tasks like development of marketing campaigns for particular customers, building of lead and customer lists, measuring of results of the campaigns, etc is online
    • Apart from all these, hosted CRM also helps in enhancing offline communications, thus making the staff more productive both at office and home; even if they are not connected to the network
    • Payment of Hosted CRM is mostly on monthly basis and can be paid online by credit card
    • Most hosted CRM companies provide Free trial so the customer can use the software for some time and check its business related functions and compatibly with functional requirement

    Using hosted FinCRM.com CRM Software, companies can manage customer data, access business information, automate sales and marketing process and increase productivity.

    The main advantage of using hosted CRM is that it is quite simple and inexpensive to setup, unlike packaged Software.