FinCRM
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- CRM
- Deal management
- Contact management
- Manager tracking
- Investor relations
- Data analysis
- Compliance
- Performance tracking
- Fundraising
- Accounting
- Reporting
- Portfolio tracking
- Research management
Pricing Info
Pricing Info
Dynamo only provides enterprise pricing details on request. Contact the vendor for a complete price description.
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Medley Partners, LaSalle, LampLighter Finacials
Available Devices
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Windows Mobile
Company Size
Small Business
Large Enterprises
Medium Business
Freelancers
Available Support
phone
live support
training
tickets
General Info
A highly configurable investment and asset management solution built purposely for fund managers, endowments, pensions, foundations, service providers, institutional investors, and M&A teams.
Company Email
Contact No.
Company's Address
Dynamo Software,
480 Pleasant Street
Suite B200
Watertown, MA 02472
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Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
- Lead & Opportunity Management
- Sales Pipeline Optimization
- Task Management
- Time Sheet Module
- Email & SMS Campaigns & Reminders
- Instant Invoices/Estimates
- Meetings
- Revenue Forecasting
- Document Management
- Client Portal
- Reporting
- Custom Entities
Pricing Info
FinCRM provides different plans for users to choose from, including enterprise pricing plans for companies and firms with a larger user base.
Starter – ₹750/user/month (₹675 if billed annually)
- For startups with up to 5 users
- 200 SMS messages/month
- 10 GB disk storage
- Accounts & Contacts Management
- Lead Management
- Opportunity Management
- Revenue Forecasting
- Entity Creation
- Pipeline Visualization & Optimization
- Task Management
- Daily Employee Time Sheets
- Automated Lead Capturing
- Marketing Campaigns
- Emal & SMS Reminders
- Data Import & Export
- Meetings & Calendars
- Reports
- Client Portal
- Instant Invoices/Estimates
- Document Management
- Knowledge Base
Essential – ₹700/user/month (₹630 if billed annually)
- For SMEs with up to 10 users
- 500 SMS messages/month
- 25 GB disk storage
- All features in Starter Plan
Enterprise – ₹600/user/month (₹540 if billed annually)
- For firms with up to 20 users
- 1,000 SMS messages/month
- 60 GB disk storage
- All features in Essential Plan
Ultimate – ₹500/user/month (₹450 if billed annually)
- For large companies with up to 50 users
- 2,500 SMS messages/month
- 150 GB disk storage
- All features in Essential Plan
Integrations
FinCRM integrates with the following lead sources:
- Google Ads
- Facebook Ads
- 99acres.com
- Indiamart.com
- Justdial.com
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Vrushali Thorat, Ajay Gaikwad, Vrushali Thorat
Available Devices
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Windows Mobile
Company Size
Small Business
Large Enterprises
Medium Business
Freelancers
Available Support
phone
live support
training
tickets
General Info
FinCRM is a CRM tool that allows centralized and efficient management of leads, tasks, campaigns, meetings, and documents.
Company Email
sales@fincrm.net
Contact No.
Company's Address
FINCRM
Mayfair Towers, Office No 1, Tower No 2,
Wakadewadi, Shivajinagar, Pune,
Maharashtra, India 411005
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You shouldn’t count on just a wide range of useful tools and adjustable pricing from a well-known CRM Software. Almost as important as key features is a quality customer support. You want to make sure that in a situation where you have any questions about Dynamo or FinCRM, or you struggle with some problems, or maybe you’ll want to request a specific update or functionality useful to your business you can trust in a responsive and helpful customer support. Check out whether services such as phone support, tickets or live chat are available. It’s also a significant advantage if you are able to benefit from individual training or at least an FAQ you can use.
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