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  • List of CRM Blogs

    Stay on top of the latest trends in CRM by reading some of the most popular CRM blogs. Customer Relationship Management or CRM is a tool or software for managing Sales and Support services across organization.

    CRM blogs are also a great resource to access high quality content that is written by experts in sales, marketing and CRM field. There are also many CRM Companies that make an effort to maintain their company blog. New content is updated on regular basis and you can subscribe to newsletters

    The following are some of the best blogs that focus on everything from CRM, Sales and Marketing:

    Beagle Research Group

    Beagle Research Group, LLC is a CRM analyst firm founded in 2004. They perform market research for vendors and advise end users in CRM selection, deployment and use. They also publish a steady stream of analysis on many of the industry’s most popular topics as well as emerging trends

    Forrester CRM Blog

    Forrester is a Market research company that provides advice on existing and potential impact of technology, to its clients and the public. Blog is about – Discover how to optimize customer relationship management (CRM) programs, from software selection to CSM training.

    ZDNET CRM Blog

    ZDNET blog on CRM strategy, technology, stories, companies and personalities. ZDNet is a business technology news website published by CBS Interactive and an enterprise IT-focused online publication

    Customer Think

    CustomerThink is a global online community of business leaders striving to create profitable customer-centric enterprises. Major topics on blog include Customer Experience, Customer Engagement, Leadership, and Technology. This is the place to learn about every facet of customer-centric business management in articles, blogs, interviews, and news

    DestinationCRM

    DestinationCRM.com is the preferred Internet location for information, products, and services relevant to the CRM user marketplace. Site features are designed to serve leaders engaged in the development of customer-centric business initiatives and ventures.

    CRMsearch

    CRMsearch.com is a online community focused on Customer Relationship Management strategies, software, processes and complimentary solutions. It offers the best independent and objective information, advice and news to help business and IT leaders make better, faster and more informed decisions regarding CRM software purchases, deployments and post-implementation utilization.

    1to1 Media Blog

    1to1 Media’s editorial and guest blogs from industry influencers bring thought leadership on the latest trends in customer experience, customer service, marketing, sales, and employee engagement. 1to1 Media is the trusted online resource of customer experience content that helps elevate organizations’ customer strategies. 1to1 Media’s award-winning editors produce in-depth and provocative features and case studies, as well as infographics, blogs, whitepapers, and e-books that cover the latest trends and insights in customer experience. Topics focus on customer service, marketing, employee engagement, sales effectiveness and customer loyalty.

    CRM Buyer Blog

    CRM Buyer is the essential guide for CRM system purchasers. CRM Buyer features CRM product information, reviews and comparisons. It is run by ECT News Network which is one of the most popular e-business and technology news publishers.

    CRMSwitch

    Crmswitch.com has helped dozens of companies successfully select, implement, and leverage CRM and Marketing Automation solutions to improve their sales and service. CRM Switch helps companies become more successful with sales, marketing, and customer service technologies, no matter which vendor they ultimately select

    Conversational Systems

    CRM Blog from from Mitch Lieberman. He helps organizations to establish vision, design an execution strategy and deliver successful customer experience programs. They help vendors to design, build and market platforms.

    The CRM Consultant

    Blog by Richard Boardman. Richard is the founder of UK based independent CRM consulting firm, Mareeba. He works with organisations in both the public and private sectors helping them buy and implement CRM technology in a way that creates genuine operational value.

    Customer Experience Blog

    Blog by Mike Boysen, Director at Strategyn, LLC. A consulting and research firm focused on changing the way the world innovates

    ThinkJar

    Blog by Esteban Kolsky who has over twenty years of experience working with Customers across all areas in sectors like Marketing. Sales, Customer Service, Operations. Help Desks. Call Centers, Contact Centers

    GetCRM Blog

    CRM Blog, CRM News, Marketing & Sales Technology. Find and compare CRM software, backed by verified reviews and ratings.

    CRM Blogs by CRM Software companies:

    FinCRM Blog

    CRM blog gives you insights on various topics related to Lead Management, Marketing Automation, Sales Automation etc. FinCRM.com is a leading CRM Software company

    SalesForce Blog

    New tips, trends, and insights from salesforce.com , world’s leading enterprise cloud ecosystem in sales, service, marketing. Salesforce.com the world’s top CRM Company. It can set up and manage cloud-based CRM applications for sales, service, and marketing

    HubSpot Blog

    HubSpot’s Blog for marketing, sales, agency, and customer success content, has more than 400000 subscribers. HubSpot.com offers a full platform of marketing, sales, customer service, and CRM software

    The Insightly Blog

    Explore CRM trends, best practices, and Insightly.com product news. Insightly.com is the CRM software for Gmail, G Suite and Outlook. Marketing, Sales and Projects

    Super Office Blog

    CRM Blog that has Articles, Tips and Strategies on Sales and Marketing. SuperOffice.com CRM helps sales, marketing and customer service teams build better customer relationships

    Nimble Blog

    Nimble blog has marketing, sales, social selling, and customer relationship success strategies articles. Nimble.com helps you build relationships everywhere you engage – from your inbox to across the web

    Nutshell CRM Blog

    Sales Advice from the World’s Best Sales Experts. Nutshell.com is a user friendly sales automation CRM that helps sales reps win more deals, with fast onboarding, powerful reporting.

    Really Simple Systems Blog

    CRM Blog about all things related to Customer Relationship Management – CRM Software, Online CRM, Cloud CRM, GDPR and Email Marketing. reallysimplesystems.com is CRM software for small businesses B2B. It includes everything you need to effectively manage your sales and marketing

    Microsoft Dynamics CRM Blogs

    CRM Blogs by Microsoft Dynamics CRM and partners. Microsoft Dynamics CRM is a line of customer relationship management (CRM) software applications. Microsoft markets Dynamics applications through a network of reselling partners who provide specialized services.

    SugarCRM Blog

    A fresh scoop of the latest insights and trends across marketing, sales and service. SugarCRM is a software company that has developed the web application Sugar, a customer relationship management system. SugarCRM’s functionality includes sales-force automation, marketing campaigns, customer support, collaboration, Mobile CRM, Social CRM and reporting

    Zoho CRM Blog

    CRM Blog has Articles, news and updates from the Zoho CRM team. Zoho CRM is a web-based CRM designed to attract, retain, and satisfy customers to grow your business. Zoho CRM can automate daily business activities, track sales, and engage customers in different platforms.

    FreshSales Blog

    FreshSales blog on CRM. Freshsales is a cloud-based customer relationship management (CRM) solution that helps businesses across different industry verticals to manage their interactions with existing and potential customers. Key features include one-click phone, sales lead tracking, sales management, even tracking and more.

    The above are the best CRM blogs, if you feel we have left any other informative blog, pl. submit the blog info below.

  • CRM Software with SMS Integration

    The use of text messages and SMS as a communication tool is increasing rapidly. Companies nowadays choose to have their own custom mobile apps and messaging system for communicating with customers.

    Twillo.com allows businesses to communicate with customers via SMS or voice calls. Integrating a CRM system into Twillo.com can save businesses time and money and improve the customer interaction

    There are many advantages of having a customer relationship management (CRM) system integrated with SMS and Voice CRM

    • SMS and Text messaging have a higher opening rate than email
    • CRM system helps you efficiently manage all customer interactions through one centralized application
    • Ensures that you are always up to date on every interaction you have had with any customer over time
    • Allows you to send personalized responses based on the context of each interaction, such as reminding a customer of an upcoming shipment via SMS

    Integrating a CRM Software with SMS and Voice allows you to save time by quickly managing all customer interactions in one place.

    Integrate Twillo with FinCRM.com

    How to setup Twillo in CRM

    Here are some steps to follow to integrate the Twillo in your CRM software.

    1. First create an account in Twillo and go to your Twillo dashboard section.
    2. Next, after successfully creating an account they will give you to an API token for sending the messages.
    3. Next, login or register in crm software and for integrating the Twillo, go to setting or click on setting menu.
    4. Next, a form will open so fill the form with your Twillo API_TOKEN and submit the form.
    5. Next, click on the SMS menu and send message to your contacts.

    With Twillo integration with FinCRM.com, businesses no longer have to manually handle customer interactions via text messages or phone calls. Instead, all customer interactions are managed by the integrated CRM Software using SMS or voice apps connected to your account.

    This frees up time for your staff to focus on running their business instead of dealing with simple tasks like sending emails or making phone calls to customers.

    Pl. get back to us for a Free guidance on how to integrate SMS with CRM Software.

    Resources:
    https://www.Twillo.com
    https://www.fincrm.com

  • 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