FinCRM Features

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