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What is FinCRM?

FinCRM is an all-encompassing CRM platform that provides a wide range of functionalities, such as account management, opportunity handling, revenue forecasting, and automated lead acquisition, all aimed at boosting your sales and marketing efficiency. This cost-effective CRM solution excels in offering a remarkable user experience while ensuring that there is no data leakage, coupled with automated workflows for both sales and marketing, as well as thorough sales tracking and pipeline oversight. Moreover, FinCRM doubles as office management software, equipping users with tools for managing tasks, recording daily timesheets, setting meeting alerts, and overseeing financial information, which collectively help to streamline daily office processes and enhance overall productivity. By integrating these extensive features, FinCRM not only facilitates sales growth but also alleviates the challenges associated with managing an office setting, thus allowing teams to focus on their core responsibilities. Ultimately, FinCRM serves as a vital tool for businesses seeking to optimize both their sales endeavors and daily operational tasks.

What is FXPlus?

FXPLUS stands out as a premier software solution that manages all aspects of the currency exchange industry, including front office tasks, back office processes, management information systems, and compliance with regulations from the Central Bank and Financial Intelligence Units. Tailored for full-service money changers and authorized dealers, this all-encompassing platform facilitates Bureau de Change Automation. Available in both Software-as-a-Service (SaaS) and on-premises formats for larger firms, it optimizes the entire workflow of a Bureau de Change, covering everything from Point-of-Sale transactions to comprehensive accounting and financial management. Moreover, the system complies with both national and international Anti-Money Laundering standards, ensuring adherence to the operational and reporting requirements mandated by central banks, including the Reserve Bank of India. At FXPLUS, we prioritize close collaboration with our clients to provide customized IT solutions and services designed specifically for the Retail Forex and International Money Transfer industries, thereby improving their operational efficiency and compliance capabilities. Our dedication to innovation and prioritizing client satisfaction ensures that we are always advancing our offerings to meet evolving market demands and challenges. By continuously refining our services, we aim to empower our clients to thrive in a competitive landscape.

Media

Media

Integrations Supported

Funnelforms

Integrations Supported

Funnelforms

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

FinCRM Technologies

Date Founded

2019

Company Location

India

Company Website

www.fincrm.net

Company Facts

Organization Name

Minerva Technology Solutions

Date Founded

1995

Company Location

India

Company Website

fxplus.in/

Categories and Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Categories and Features

Currency Exchange

Analytical Reporting
Client Management
Custom Account Statements
Data Backup Scheduling
For Money Exchanges
Margin Management
Market Data Access
Position Management
Real Time Currency Quotes
Real Time Tracking
Transaction Management

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