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Category: CRMSoftware

CRMSoftware

  • FinCRM.com – Best CRM Software

    We’ve built the most robust and flexible CRM Software. It also is the most cost effective Self Hosted CRM. FinCRM.com offers the CRM Software with Unlimited Users, No Monthly Charges, One-time cost – $500 all incl.

    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

    Using FinCRM.com – CRM Software, automate the entire workflow process
    of Lead Generation, Sales Management, Marketing, Forecasting, Analytics and
    increase productivity

    Contact Us – https://fincrm.com/

  • What is Customer Relationship Management (CRM) software?

    CRM or customer relationship management software is a system designed to help companies manage their relationships with customers. CRM software helps businesses track and analyze information about their customers' interactions with them.

    Use Cases of CRM Software

    • CRM systems are often used by salespeople to keep track of client data and communicate with clients. These systems can also be used to automate marketing campaigns and improve customer service.
    • CRM software is a type of business application software that provides tools for managing customer relations. It includes features such as contact management, lead tracking, campaign management, order processing, reporting, and analytics.
    • CRM software is useful for any company that sells products or services online. It can help increase sales revenue and provide valuable insights into how customers interact with your brand.
    • CRM software is often used by small businesses, start-ups, and non-profit organizations. However, larger corporations use CRM software for many reasons, including increased efficiency, improved customer service, and greater visibility into customer behaviour.
    • CRM Software integrates every aspect of your company from sales to support to ordering and financial management. Grow your business by knowing who you are talking to, where they are in the buying cycle, and your chances of closing the deal.

    Self Hosted CRM Software

    Remember that customer service can be the differentiator that sets your business apart in a crowded marketplace

    FinCRM.com is the most popular CRM software, and it is the perfect solution for companies of any size. The CRM software has a wide range of features to meet the needs of all kinds of businesses, from start-ups to SMBs to large enterprise organizations.
    FinCRM provides you with the right CRM for business. Whether you’re a family-owned small business or the head of a Fortune 500 company, FinCRM has a solution to suit your needs.

    Benefits of CRM Software

    A CRM is much more than an old-fashioned contact list, and CRM is used for customer relationship management.

    It provides you with everything you need to know about your customers. From understanding your customer to formulating the right strategy, your CRM will help you improve your relationships with them and increase your customer base.

    FinCRM’s customer base includes every industry type – from small businesses to Fortune 500 companies in all major industries, including retail, banking, health, manufacturing and more.

    Best CRM Software

    We offer CRM software to help you manage your customer and sales information.

    FinCRM Software is easy to use and modules are listed below:

    • User Panel
    • Admin Panel
    • Role Management
    • Contact Management
    • CRM Dashboard
    • Web to Lead
    • Database Management
    • Account Management
    • Leads Management
    • Deals
    • Customers
    • Sales Management
    • Forecasting
    • Territory
    • Reports and Analytics
    • Notifications
    • Newsletters
    • Document Management
    • Products Management
    • Invoice
    • REST API
    • Calendar
    • File Manager
    • Ticket Management
    • Project Management
    • Appointment, Tasks, Events
    • Settings
    • Front end

    As you can see, there are many different reasons to look for a FinCRM customer relationship management system. Regardless of your business’s size, you can find CRM software that is perfect for you.

    If you are in need of CRM software and are looking to build a solution that will meet all of your organization’s requirements, we can help. Our software provides you with everything you would expect from a CRM, and more.

    In addition to tracking your leads and contacts and managing your sales pipeline, our CRM will help you manage your marketing, social media efforts, inventory, and track your finances. With so many features, FinCRM can help you run your entire business.

    If you would like more information on how to choose the best CRM software for your business, contact us at www.fincrm.com

  • CRM Software FAQ

    CRM Demo

    Product Info

    What is the cost of the software?

    $1000 all inclusive

    What are monthly/annual charges?

    No additional charges, It is onetime fees

    I'm ready to purchase, what do I need to get started?

    Pl. send us the domain name and webhost details

    Can I see some your work samples?

    Pl. contact us, we will send the details

    Where can I check the demo?

    Pl. check the online demo

    Can you make modifications in the software?

    Yes, but all changes must be submitted before starting the project

    Is the software responsive?

    Yes

    Can we install the software on our server?

    Yes, pl. send us the webhost details

  • CRM Software Features

    CRM Demo

    Product Info

    Automate the entire workflow process of Lead Generation, Sales Management,
    Marketing, Forecasting, Analytics and increase productivity

    Contact Management

    Contact Manager allows you to keep track of all of your contacts, prospects, accounts, customers, phone numbers, and e-mail addresses in one location

    CRM Dashboard

    View entire sales funnel, reports, lead status, customers, sales, users, products, etc on an interactive graphical dashboard on a monthly/yearly basis

    Web to Lead

    Collect and capture leads directly from your website’s contact us page and enter them into your CRM software’s leads management

    Database Management

    Manage your contacts, leads, accounts, customers, companies, phone numbers, e-mails, etc in a centralized place

    Accounts Management

    View and manage your accounts in one location, including company information, contacts, phone numbers, e-mail addresses and check sales data

    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

    In a Kanban – view the Sales Pipeline such as Customer lost, Customer won, Leads, Negotiation, Proposal, and Prospects in separate stages

    Customers Management

    View and manage your client database – contacts, phone numbers, e-mail addresses, sales, and more in one location and view interaction details

    Sales Management

    View total sales and customers on a monthly, quarterly, or annual basis, and compare sales targets to actual results

    Forecast Management

    View details of sales vs. projection, quota percentage achieved, top achievers, and amount in the pipeline and meet sales target in a more effective manner

    Territory Management

    View sales information by territory as specified by sales management. It assists salespeople by defining regional sales based on clients, forecasts, and territories

    Reports and Analytics

    View products, customers, deals, leads, sales, pipeline, forecast, sales by users on a – day/week/month, reports online in a graphical format

    Notifications

    Get alerts when web to lead form is filled, appointment, lead generated also receive email alerts based various CRM module activities like form submission, daily report, etc

    Project Management

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

    Frontend Website

    Website builder module developed using React.js that displays complete website with all details of company and products with contact form option

    Document management

    Documents can be uploaded and stored online like Product literature, presentations and can be shared online with potential customers

    Product Management

    Add products and view the sales-related data of the product at all stages of the sales cycle. Also, there is an option to show the product online and get leads

    Invoice Management

    Create an email invoice that includes product details, pricing, discount, shipping fees and save it as a PDF file

    User Management

    Allows the administrator or sales manager to monitor user access and onboarding, as well as enable/disable users from using the CRM Software

    Admin Dashboard

    Add/edit/delete users, view analytics, add API settings, send emails, view reports, change the logo, CSS, and do any other admin related activity

    REST API

    API that allows developers to interact with site remotely by sending and receiving data and can also be used to develop custom mobile applications

    Calendar

    Create an appointment with the Online Calendar and use it as a scheduling tool for salespeople to keep track of events, appointments, and meetings

    File Manager

    Admin has the ability to upload things such as product literature, brochures, documents, PDFs, etc and can use these files for sales and marketing purposes

    Ticket Management

    Customer service manages customer support requests from numerous sources in one place and keeps track of all issues and complaints

  • Best CRM Software

    Introduction:

    We have developed our own enterprise on-premises CRM Software It automates the process of Contact Management, Lead Management, Sales Pipeline, Products Management and presents insightful analytics and reports in Dashboard

    Features:

    Our CRM Software is easy to use, reliable, customizable & scalable with extensive features listed below:

    • User Panel
    • Admin Panel
    • Role Management
    • Contact Management
    • CRM Dashboard
    • Web to Lead
    • Database Management
    • Account Management
    • Leads Management
    • Deals
    • Customers
    • Sales Management
    • Forecasting
    • Territory
    • Reports and Analytics
    • Notifications
    • Newsletters
    • Mail
    • Document Management
    • Products Management
    • Invoice
    • REST API
    • Calendar
    • File Manager
    • Ticket Management
    • Project Management
    • Appointment, Tasks, Events
    • Settings

    Framework:

    CRM Software is a web-based application built on Laravel Framework and Linux/Apache/MySQL/PHP (LAMP) Platform that enables you to quickly deploy a fully functional advanced CRM on your server

    Implementation:

    Pl. check Online Demo – https://fincrm.com/crm/login
    Go through the demo and send us the modifications required in software or forms. User experience must be the central theme of a CRM strategy

    FAQs

    What is the cost of the software?

    $1000 all inclusive

    What are monthly/annual charges?

    No additional charges, It is onetime fees

    I'm ready to purchase, what do I need to get started?

    Pl. send us the domain name and webhost details

    Can I see some your work samples?

    Pl. contact us, we will send the details

    Where can I check the demo?

    Pl. check the online demo

    Can you make modifications in the software?

    Yes, but all changes must be submitted before starting the project

    Is the software responsive?

    Yes

    Can we install the software on our server?

    Yes, pl. send us the webhost details

    About Us:

    We have considerable experience in designing, development & management of high quality affordable CRM Software. Our software is easy to use, completely automated and requires no technical skills to administer.

    We work closely with a range of clients to provide be responsible business and application consultancy to clients throughout the implementation process

    Pl. Get back to us for setting up a custom CRM Software

  • What is CRM software?

    CRM stands for Customer Relationship Management. It is the strategy for managing a company’s relationship and interactions with its customers and prospective customers.

    Goal

    The goal of CRM software is improving the customer service or assisting customer retention, using analytics and increasing sales.

    Benefits

    • CRM often involves using technology to organize, automate and synchronize service, sales and marketing functions of the company.
    • Resolve customer complaints, track leads, close opportunities, and automate sales process and present complete view of your customers’ life cycle.
    • CRM software consolidates customer information into a single database, so companies can more easily access and manage sales and marketing.

    Features

    CRM software provides following features:

    CRM Dashboard

    In this dashboard, you can view entire sales funnel, reports, lead status, customers, sales, users, map etc on a interactive graphical dashboard on monthly/yearly basis.

    Contact Management

    This management helps you to maintain your contacts, leads, accounts, customers, phone numbers, emails etc in a centralized place.

    Web to Lead

    This feature is used to directly collect and capture the lead from your websites- contact us page and add into CRM Software in leads management’s module.

    Database Management

    This is used to manage your contact, leads, accounts, customers, phone numbers, emails etc in a centralized place.

    Accounts Management

    This features provides you to View and manage your accounts such as company information, contacts, phone numbers, emails etc in a centralized place and view sales information.

    Leads Management

    This is used to 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

    In this you can 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 Managements

    In this, this management provide you to view and manage your customer’s database such as contacts, phone numbers, emails etc.

    Sales Management

    This feature provide 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

    This feature provides 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.

    Reports and Analytics

    In this you can 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

    This features 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

    This is an internal messaging system to send emails to customers, accounts, and leads etc via CRM Software.

    Document Management

    In this you can upload, track, manage and store documents. In this product literature, presentations and other sales and marketing documents can be stored online and shared with prospects.

    Product Management

    In this you can add products and view the sales related data of the product at all stages of the sales cycle.

    Invoice Management

    In this features, you can 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

    This features 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 Control Panel

    CRM provides this functionality where 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.

    File Manager

    CRM provides File Manager functionality such as it provides a user interface to manage files. Admin can upload files such as product literature, brochure, documents, PDF etc, and these files can be viewed by users and used for sales and marketing purpose.

    Calendar

    CRM software provides setup appointment using Online Calendar and use it as a scheduling application that lets sales staff to keep track of events, appointments, meetings etc.

    Facebook CRM

    CRM software provides complete integration with Facebook Ads. It is easy to setup and automates the lead generation process.

    FinCRM.com is the best CRM Software which has all the above features
    Pl. check – www.fincrm.com