fincrm

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Software Status:N/A

About fincrm

Fincrm is a customer relationship management software from FinCode designed for financial services. It combines client management, document storage, and reporting features so financial professionals can effectively manage their relationships and data. The platform provides tools for tracking interactions, managing compliance documents, and generating performance reports, which aids in maintaining client satisfaction and regulatory requirements. Additionally, fincrm supports integration with various financial software to centralize operations. Key capabilities: client management document storage performance reporting compliance tracking integration support Best for: financial advisors and firms that need to manage client relationships and ensure compliance effectively.

fincrm Details

Vendor

FinCode

Year Launched

Location

123 Main Street, Suite 100, San Francisco, CA 94105

Deployment

Training Options

demo, account manager, community

Countries Served

All Countries

Languages

English, Spanish, French, German, Italian, Portuguese, Dutch, Russian, Chinese, Japanese, Korean, Arabic

Users

Sales Managers, Marketing Analysts, Customer Support Representatives

Industries Served

Financial Services, Insurance, Real Estate, Consulting, Marketing

fincrm's In-App Market Place

Does fincrm have an in-app market place?

Yes

How many Mini-Apps in the marketplace?

Mini Apps

1. Email Integration - Allows users to easily sync their email accounts with FinCRM for better communication and follow-ups with customers.

2. Social Media Integration - Connects social media platforms like Facebook

Twitter

and LinkedIn to streamline social selling efforts and customer engagement.

3. Live Chat - Enables real-time customer support and lead generation through live chat on the FinCRM dashboard.

4. Lead Generation Tools - Provides additional tools and features to help generate more leads and improve sales conversion rates.

5. Automation Workflows - Automates repetitive tasks and workflows within FinCRM to save time and improve productivity.

6. Reporting and Analytics - Offers advanced reporting and analytics features to help track sales performance

monitor customer interactions

and make data-driven decisions.

Pricing Options

Free trial

Free version

Request a quote

Promo Offer

Accepted Payment Currencies

USD ($), EUR (€), GBP (£), AUD (A$), CAD (C$), JPY (¥), CHF (CHF), CNY (¥), INR (₹), RUB (₽), TRY (₺), BRL (R$), MXN (Mex$)

Pros & Cons

User-friendly interface that makes it easy to navigate and use
Customizable CRM functionalities to fit specific business needs
Knowledge Base feature allows for easy organization and access to important information
Effective sales tracking tools to monitor progress and reach sales goals
Integration capabilities with other software for seamless workflow
Detailed reporting and analytics to track performance and make informed decisions