FinCRM

FinCRM is a customer relationship management (CRM) solution that is designed for small businesses across multiple industry segments, including insurance, banking, tourism, finance, hospitality, education and eCommerce. It helps organizations streamline operations related to revenue forecasting, task tracking, contact management, estimating and more on a centralized platform. FinCRM enables staff members to maintain a customer account database with information, such as name, email, phone numbers, websites, address and interaction history. Supervisors can use the timesheet functionality to generate daily employee work summaries, facilitating goal tracking, performance monitoring and mentoring processes. Additionally, the built-in calendar tool lets team members creat...