Category: CRM Features

  • FinCRM Features

    CRM Dashboard

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

    Contact Management

    Keep track of your contacts, leads, accounts, customers, phone numbers, emails, and other vital information all in one centralized location

    Account Management

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

    Lead Management

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

    Deal 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

    Sales Pipeline

    Track the sales pipeline and deal stages to ensure you are closing more deals, faster and view the sales process from start to finish

    Customer 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

    Sales Forecasting

    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

    Projects

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

    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

    Meeting Scheduling

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

    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

    File Manager

    A File Manager provides a user interface to manage files. Admin can upload files such as product literature, brochure, documents, PDF etc

    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

    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

    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

    Web to Lead

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