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FinCRM Review

Product Snapshot


Starter: $10 user/month
Essential: $10 user/month
Enterprise: $8 user/month
Ultimate: $7 user/month



Customer Focus

Insurance, Banks & NBFC, Business Advisory, Real Estate, Financial Consultant, Travel & Tourism, Recruitment Consultant, Hospital & Healthcare, Auto Dealerships, Education, E-Commerce

Select Customers

Empre Solutions Private Limited

About FinCRM

FinCRMFinCRM helps businesses increase their closures and ROI while managing pipelines. It is suitable for every business size in any industry, including education, real estate, e-commerce, travel and tourism.

In addition to enhancing marketing and sales efficiency, FinCRM is integrated with an office management solution, which helps in streamlining daily office operations. You can increase productivity, improve marketing, and scale up your business to stay ahead of the competition.

About FinCRM Technologies
Founded in 2020, FinCRM Technologies is a software company headquartered in Pune, India. Currently, the company has 25 employees. FinCRM provides help in managing your daily office operations and growing your business to new heights.

FinCRM can aid almost every department of your company, including marketing, sales, HR, customer service, and finance. Integrating FinCRM into your processes can transform your entire business operation and help you grow exponentially.

FinCRM Key Features

  • Account & Contact Management
  • Leads Management
  • Opportunity Management
  • Revenue Forecasting
  • Dynamic Entity Creation
  • Sales Pipeline Visualization
  • Tasks Management
  • Daily Time Sheet
  • Lead Capture Automation
  • Data Import & Export
  • Marketing Campaign Management
  • Email & SMS Reminders
  • Reports & Dashboards
  • Meetings & Calendar
  • Client Portal
  • Estimates & Invoices
  • Knowledge Base
  • Document Manager

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