Name: fincrm
Author: fincrm

Customer Training

Help Desk

Web and Video Conferencing

Customer Support

Batch Management Software

Functional Testing

Development

Business Intelligence (BI)

Collaboration

Data Extraction

Dropshipping

Emissions Management

Intellectual Property (IP) Management

Privacy Policy Generators

Statistical Analysis

Workflow

Enterprise

Accounting

Accounts Payable

Crypto Tax

Online Trading

Subscription Management

Treasury Management

Finance and Accounting

Applicant Tracking

Corporate Learning Management

HR Compliance

HR Management

Payroll

Relocation

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

AI Agent Builder

AI Governance

Authorization

Cloud Storage

Custom Software Development Services

Data Center Virtualization

DevSecOps

Fraud Detection

Infrastructure-as-Code (IaC)

Integration Platform as a Service (iPaaS)

Managed Public Cloud Infrastructure

Network Performance Monitoring

Secure Email Gateway

Sensitive Data Discovery

Session Border Controllers

System Monitoring

Time Series Databases

Tower Servers

Web Portal

Information Technology

A/B Testing

AI Image Generation

Ad Serving & Retargeting

All-in-One Marketing

Audience Engagement

Content Management

Email Marketing

Market Intelligence

Marketing Automation

Social Media Advertising

Social Media Management

Survey & Forms Building

Web Analytics

Marketing

Project Management

Professional Services

Customer Relationship Management (CRM)

Lead Generation

Lead-to-Account Matching and Routing

Sales Enablement

Sales

Cloud Infrastructure Entitlement Management

Secure Service Edge (SSE)

Security

Architecture

Banking

Digital Forensics

Financial Services CRM

Internet of Medical Things

Vertical-Specific

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Aras PLM

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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.

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Copper

fincrm

CRM software centralizes customer data to support every stage of the customer journey—from outreach to retention. These platforms help sales, marketing, and support teams manage contacts, automate workflows, and track interactions. Advanced CRMs include pipeline management, marketing automation, and analytics. Compare top CRM tools based on user reviews, features, and fit for your business needs.

Sales Force Automation

This is the technique of using software to automate certain sales-related tasks.

Customer data management / contact management

The software acts as a single source for all customer data and enables users to access that data efficiently.

Workflow management

The software helps automate parts of the sales process, such as sending emails, updating contact records, and following approval processes.

Territory management

Users can defines salesperson territories based on customer or market characteristics.

Opportunity management

Integration with email client (e.g., Outlook or Gmail)

Users can perform tasks within their inbox, such as logging emails, creating contacts, and creating events.

Contract management

Users can manage contracts, with features such as digital signatures, automated alerts, invoicing, and automated workflow for contract review and approvals.

Quote & order management

Users can create, process and fulfill price quotations and sales transactions.

Interaction tracking

Users can log and track all customer interactions through any channel, including social, email, phone and in-person.

Channel / partner relationship management

The software allows for sales, territory, lead, order and account management for partners or OEM relationships.

Customer Service & Support

This component of CRM software automates help desk, call center and field service management.

Case management

This includes incident/ticket creation, routing, escalation, and resolution.

Call center management

This includes features such as call routing, recording and monitoring; call list management; autodialing; and scripting.

Help desk management

This includes trouble ticketing, knowledge base, self-service, and service level agreement (SLA) management.

This component of CRM software helps to automate and scale marketing tasks and the subsequent analysis of those efforts.

Lead management

This includes lead generation, scoring, qualification, routing, and nurturing.

Email marketing

This involves the ability to send mass email to groups of people based on particular qualifications.

CRM Project Management

This component of CRM software helps users initiate, plan, collaborate on, execute, track, and close projects.

Task management

This includes the ability to plan, track, collaborate and report on tasks.

Billing and invoicing management

This includes automated invoice creation and billing.

Reporting

Software provides a broad range of standard and the ability to build custom reports.

CRM Reporting & Analytics

Reporting and analytics in CRM software includes sales forecasting, pipeline analysis, and automated dashboards.

Forecasting

The software helps users accurately forecast sales based on volume and conversion metrics.

Pipeline visualization

Users can visualize the entire sales pipeline to identify trends, determine the effectiveness of the sales funnel, and optimize.

Customizable reports

Users can create reports and dashboards unique to their needs.

Customization

This addresses a company’s ability to configure the software to fit its specific use case and workflow.

Custom fields

Users can create custom fields to store additional information on standard and custom objects.

Custom objects

Users can create custom record types that allow them to store information unique to their organization, and link them to standard and other custom objects.

Scripting environment

Technical users can write, run, and test scripts that automate common tasks or business rules via a standard or vendor custom programming language.

API for custom integration

An API (application programming interface) provides a standard programming interface for connecting third-party systems to the software for data creation, access, updating and/or deletion.

This component helps a company minimize the security risks by controlling access to the software and its data, and encouraging best practices among users.

Role-based user permissions

Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration.

Single sign-on capability

The software system supports a centralized authentication mechanism allowing the user to access multiple systems with a single, centrally managed password.

Social CRM

This component of CRM software helps companies leverage social media in engaging with customers.

Social data

The software can integrate data and conversation histories from customers’ social profiles. This may also involve enhanced listening features such as sentiment tracking.

Social engagement

The software can facilitate and track engagement with customers via social channels.

Integrations with 3rd-party Software

This involves the CRM software’s ability to integrate with other systems, whether external or homegrown.

Marketing automation

The software can integrate with marketing automation software such as Eloqua, Marketo or Pardot.

Compensation management

The software can integrate with compensation management software or sales commission software such as Xactly Incent or IBM’s Varicent.

Platform

Mobile access

Users can access the CRM system via mobile or tablet device, and potentially leverage the unique capabilities of mobile devices, such as GPS and voice.

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fincrm

Overview

What is fincrm?