Empowering Financial Care with Seamless CRM Solutions

CRM For Financial Services

Customer Relationship Management (CRM) in financial services refers to the strategies, technologies, and practices that financial institutions use to manage and analyze customer interactions and data throughout the customer lifecycle. It’s aimed at improving customer service relationships, retaining customers, and driving sales growth.

About Us

Enable your Loan Officers to bring in more business everyday

An innovative FinCareCRM solution has been designed for finance industries to keep customers and employees in the same boat. CRM for Finance helps streamline the customer-facing process and other internal processes.

FinCareCRM is best for both sales and marketing teams. Many organizations love FinCareCRM. By implementing CRM for finance solutions can increase customer retention, profits, and become more competitive. FinCareCRM is affiliation with iTechGrow, a dynamic technology group. 

Why Choose FinCareCRM

key features of CRM for Financial Services

Lead Management

Lead Management

for improved follow-ups and goal completion rates

Various Loan Management

Various Loan Management

Manage Various types of loans in effective way

Workflow Automation

Workflow Automation

Get timely follow-ups to gain more customer satisfaction

Easy Top-up Reminder

Easy Top-up Reminder

Advance Reminder management system for customers and loans

Effectively Manage Contact

Effectively Manage Contact

Add numerous connections as per your needs, there is no limit. We strongly believe that more contacts you have, the more sales you have.

  • Easy to operate
  • Track your customers
  • Centrally Customer Managmenet System
  • Import Contacts via excel, csv
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Convert Prospects into Customers

Convert Prospects into Customers

Increase your conversion ratio of leads to sales, keep live tracking of your potential sales with FinCareCRM System.

  • Set your own Stage for better conversion
  • Check Prospects stages
  • Centrally Customer Managmenet System
  • Import Contacts vis excel, csv
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Automate Your Customer's Workflow

Automate Your Customer's Workflow

From prospects to customer, all process will be done by our system with timely reminder for your as per customer's needs.

  • Set your own Reminder System
  • Customer Central system
  • Top up Reminder
  • Create bridge between Customers and Banks
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Scale up Business with Reports

Scale up Business with Reports

Improve Your Loan Consulting Business with proper Analysis and Reports from our intelligent proven system.

  • Create Reports withs easy steps
  • Set your own parameter
  • Attractive Dashboard
  • Set custome report
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Flexible Plan

The Right Plan to Run Your Business

Objectively market-driven intellectual capital rather than covalent best practices
facilitates strategic information before innovation.
  • All In One Dashboard
  • Unlimited Contact
  • Unlimited Leads
  • Custom Sales Pipeline
  • Lead Planner
  • All Type of Loan Management
  • Employee Tracking
  • Sales Management
  • Effective Reminder System
  • Document Management System
  • Easy Search Function

Find The Right Fit For Your Business

Benefits of using a Financial Services CRM Software

  • Increased efficiency in sales processes through automation
  • Marketing automation
  • Service automation
  • Easy process management
  • Performance management
  • Document flow management
  • Enhanced collaboration among employees

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Need Some Help?

With our FinCareCRM you can manage your loan business and customer portfolio with easy and effective way. Click here to know more.

(+91) 97270 94949

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