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FinCRM: A Complete Package for Your Growing Business
Date : 2020-12-01
CRM software has become a need for every business type\r\ntoday. If you haven’t realized the importance now, then you will realize it\r\nsooner for sure. Almost 91% of businesses with over 11 employees are using CRM\r\nsoftware. Not to mention, 91% is a really big number. If almost every business\r\nis using CRM, why not you?
If you are thinking that you are saving money by not\r\ninvesting in CRM, then you are absolutely misguided. Companies using CRM have witnessed\r\nan average 29% increase in sales. You can also experience growth in sales. All\r\nyou need is the right CRM for your business.
Which is the right CRM for my business? If the same question\r\npopped up in your mind, then you are about to get the answer.
What are the important factors to look for in a CRM?
1. \r\nLook for the required features for your\r\nbusiness.
2. \r\nGet the CRM after a free trial.
3. \r\nCheck the availability of customizations.
4. \r\nFunctionality of CRM should not be limited to sales\r\nonly.
5. \r\nFind a CRM that is easy to use.
6. \r\nCRM should not burn your pocket.
7. \r\nPartner with a reliable CRM solution provider.
These qualities are not too much to ask for your valuable\r\nbusiness. But searching for a CRM solution that matches all these aspects is\r\ntoo much work. Let me tell you, you are already here and you will not be left\r\nwith any question unanswered.
CRM software that fits in all these factors and caters to\r\nthe need of every business type is FinCRM.\r\nThis feature-packed, customizable, and budget-friendly CRM is all that you need\r\nto scale up your business growth. It is a new but best CRM in the market. Why\r\nare we calling it the best? It has every feature that a business needs to\r\ncompete in the market.
What features does FinCRM have?
We have told you that FinCRM is feature-packed. It has a\r\nmyriad range of features that can help any business. Here is the list of the\r\nentire features of FinCRM.
1. \r\nAccount &\r\nContact Management
With FinCRM, you can create & manage all your business\r\naccounts & contacts methodically. You get to see a 360° view of every\r\naccount & contact in FinCRM.
2. \r\nLeads Management
For every business, leads are the source of revenue. Manage\r\nand track the progress of all your leads in FinCRM. The best part is not\r\neveryone can create or edit lead data. You can restrict the access to the leads\r\ndata, which makes FinCRM the most secure CRM software.
3. \r\nOpportunity Management
With FinCRM, you are never going to miss any important\r\nopportunity due to unmanaged data. Get a 360° view of all your opportunities\r\nand their position in the sales pipeline. Accelerate your opportunities through\r\nthe sales pipeline and get more revenue in your pocket.
4. \r\nRevenue Forecasting
Forecast your revenue and plan the finances of the company.\r\nGet early predictions about your revenue to plan sales targets, marketing\r\nactivities, and future investments.
5. \r\nDynamic Entity Creation
FinCRM gives you the liberty to create your own entities and\r\nsave unlimited data in them. Create a dynamic entity suitable for your business\r\nrequirement and keep track of everything in one place.
6. \r\nSales Pipeline Visualization
When you can see your sales pipeline in front of you, then\r\nyou can take numerous sales decisions right. Get a visualization of your sales\r\npipeline in FinCRM and remove bottlenecks to close deals faster.
7. \r\nTask Management
Create, track, and complete tasks before the deadline with\r\nFinCRM. You don’t need to create recurring tasks every time. Create a task\r\nonce, allot priority, set frequency of repetition, and you are done. Never miss\r\nany task and run our business efficiently.
8. \r\nDaily Time Sheet
One of the cornerstones of your business growth is your\r\nworkforce. FinCRM enables you to record work done by your team daily. Now, you\r\ncan review, accept, and comment on the worksheets of your employees for\r\nappreciating, encouraging, and guiding them.
9. \r\nLead Capture\r\nAutomation
Capturing leads from various online platforms can be very\r\ntedious. Not now. FinCRM has turned the tables and made this menial task easier\r\nthan ever. Capture leads automatically from online platforms without leakage\r\nand focuses more on productivity.
10. \r\nData Import & Export
Now you can export and import unlimited data using FinCRM.\r\nNo extra or hidden charges for exporting & importing data. All FinCRM wants\r\nis to ease your business processes and that’s why it doesn’t believe in\r\ncharging for every small feature.
11. \r\nMarketing\r\nCampaign Management
No need to switch the screens when you are using FinCRM. Manage\r\nall your marketing campaigns directly from FinCRM and analyze the success of\r\nevery marketing campaign through graphical reports.
12. \r\nEmail & SMS\r\nReminder
For offering personalized services, email & SMS\r\nreminders are there. Remind your customers about upcoming appointments, payment\r\ndeadlines, or anything. Be customer-centric and create a win-win situation for\r\nyou every time with FinCRM.
13. \r\nReports & Dashboard
For better decision-making, FinCRM produces graphical sales\r\nreports for you. You can see your team’s and individual’s performance through\r\ngraphs. FinCRM also allows you to filter results so that you can see your\r\nbusiness performance from every angle.
14. \r\nMeeting & Calendar
Meetings are an important part of every business. Now you\r\ncan record all your meetings in FinCRM and even set reminders to never get late\r\nfor any meeting again.
15. \r\nClient\r\nPortal
Maintaining transparency is important for building trust\r\nwith your clients. Create Client Portal in FinCRM and allow CRM access to your\r\nclient. Decide what you want them to see, edit, & manage and maintain\r\ntransparency with security.
16. \r\nEstimates & Invoices
When the entire world is going digital, why to prepare\r\nestimates & invoices on paper? FinCRM allows you to prepare estimates &\r\ninvoices in CRM only. You get to prepare GST-complied invoices & estimates\r\nso that you never have to switch screen for any work.
17. \r\nKnowledge Base
Learning never ends. The market is dynamic and new things\r\ncome very often. You need to prepare your team every time and keep them\r\nupdated. Store all the learning drafts in FinCRM and allow required employees\r\nto access those drafts. Keep your team always updated about the market and win\r\nevery time.
18. \r\nDocument Manager
No one can imagine running a business without documents.\r\nEvery day you get a bundle of documents to deal with. Now, you can store all\r\nyour important documents in FinCRM and keep them safe for as long as you want.\r\nIt has a maker-checker feature, which doesn’t allow anyone to delete any\r\ndocument without your permission. FinCRM is the safest place you can ever find\r\nfor your documents.
Conclusion
FinCRM is a CRM solution that has covered everything\r\nimportant for your business. Right from lead capturing to sales & marketing\r\nreports, you get everything in one place. No matter what business you run,\r\nFinCRM is made for all. The best part is you don’t even need to break the bank\r\nto adopt this CRM software. Don’t wait, get your free 15-days trial now.