CRM Software for Business Advisory

Business advisors are a set of ideal professionals who are required to operate under a set of norms, under a specified format and in a time-bound manner with a ton of confidential documents. All of this applies to their huge client base, and at the same time they are also involved in acquiring new clients. The number of tasks are not less, but the operating mode can be cut short to just one i.e. FinCRM. Read below to find out how.

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