fincrm

fincrm is a CRM system specifically developed for the baufinanzierung (real estate financing) and kreditvermittlung (credit brokerage) industries. According to the vendor, it aims to offer a comprehensive digital working environment for mortgage brokers and credit intermediaries, assisting them in efficiently managing leads, customer data, and financial projects. fincrm caters to small to medium-sized companies operating in the baufinanzierung and kreditvermittlung sectors, serving professionals such as mortgage brokers, credit intermediaries, financial advisors, real estate agents, banks, and financial institutions.

Key Features

Lead Management: According to the vendor, fincrm enables efficient lead management by capturing and storing lead information, including contact details, preferences, and interactions. It also allows for lead assignment to specific team members and facilitates progress tracking throughout the customer journey.

Customer Data Management: The vendor claims that fincrm offers centralized and organized customer data management, allowing for easy retrieval and analysis of customer information. It supports maintaining up-to-date customer profiles and tracking changes over time.

Financial Project Management: According to the vendor, fincrm provides financial project management capabilities, enabling the monitoring of project status, milestones, and deadlines. It also facilitates collaboration with team members and external stakeholders to ensure smooth project execution.

Communication and Collaboration: The vendor states that fincrm facilitates communication and collaboration among team members and clients. It allows for the storage and tracking of all communication channels, including emails, phone calls, and meetings. Additionally, it offers document sharing, file management, and note-taking features.

Workflow Automation: According to the vendor, fincrm offers workflow automation to increase efficiency by automating repetitive tasks and streamlining workflows. Users can set up customized workflows based on specific business processes and requirements. The system can also automate notifications, reminders, and follow-ups to ensure timely actions.

Reporting and Analytics: The vendor claims that fincrm generates comprehensive reports and analytics on key performance indicators (KPIs) and business metrics. Users can gain insights into sales performance, lead conversion rates, customer satisfaction, and more. The system provides visualization options such as charts, graphs, and dashboards for easy interpretation.

Integration with External Platforms: According to the vendor, fincrm seamlessly integrates with external platforms and tools such as Europace, eHyp, and other leading comparison portals. It enables the exchange of data and information between fincrm and other systems, utilizing APIs and open interfaces to connect with third-party software and services.

Data Security and Privacy: The vendor emphasizes that fincrm ensures the security and privacy of customer data through robust data protection measures. It complies with data protection regulations, such as GDPR, by implementing data encryption, access controls, and regular data backups to prevent unauthorized access and data loss.

Cloud-based software: According to the vendor, fincrm is a cloud-based software solution that provides users with access to the system and data via the internet. It allows for remote work and real-time collaboration, offering flexibility and convenience.

Lead Management & Import: The vendor claims that fincrm consolidates leads from various sources into a single system. It tracks and manages all customer communication and activities related to leads, facilitating teamwork and lead distribution among team members. The system also enables seamless data import and synchronization from external systems.