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Intricate CRM Software for Your Efficient Communication

Possible
Leads

FineX Cloud’s CRM management tool lets you manage possible leads with inclusive sorting.

Monitor
Activities

Track all the activities related to customer relationship management with added tools.

Calendar Management

Schedule and assess everything through the included calendar for effective management.

Generating Reports

Our CRM tool management lets you generate reports for every activity related to CRM.

Customer Directory

Our cloud-based database facilitates a secure and user-friendly customer directory.

Stage
Tracking

Stay updated about every stage in customer dealing with our CRM software in Pakistan.

Why FineX Cloud’s ERP CRM Tools?

We have developed a strong clientele by providing our customers a strong customer
relationship management for the past decade.

Comprehensive Tools

Our experts tailor the final product as your ultimate CRM management tool. The experts make sure that the constituting tools. These come with features:

  • Modified customer capacity
  • Tailored user access
  • Secure coordination

Exemplary Sales CRM Tool

Over the years, we have developed a profound mastery of accounting ERP systems due to our experience. This contributes to flawless CRM tool for usage

Latest Technological Practices

Our experts put together CRM tool management with the latest programming languages and frameworks. Our team is able to incorporate the right tools.

User-Friendly Dashboard for Efficient CRM Management Tool

Our expert developers have designed the most easy-to-understand and easy-to-use dashboard for
customer relationship management.

CRM-Mockup-renew

Streamlines Your Every CRM Needs

FineX Cloud provides a tailored CRM management tool for all-around effective management which streamlines the whole activity for you. Our tools is fitting in every manner due to these features:

  • Modifications to fit the client's need
  • 24/7 tech support for our clients
  • Cloud-based secure and long-term database
  • Rapid and accurate processing
  • On-demand report generation
Workflow Insights

FineX Cloud’s CRM Workflow

Step 01
Leads Management

Our sales CRM tool helps you store, sort, and maintain data regarding leads safely.

  • Storing:Important information can be sorted to a vast capacity due to the incorporated cloud-based database.
  • Sorting:Filters and a little contribution from users can help you achieve efficient sorting of lead data.
  • Maintaining: Your data is secure on the cloud-based storage protected by username/password.
Step 02
CRM Stages

Keep track of every stage in the customer handing cycle i.e. from lead to portfolio.

  • Tracking: Our CRM management tool automatically keeps track of every new happening.
  • Easy assessment:The interface allows you to access stored data for assessment.
  • Retrieval:Your data can be retrieved as per any sort of your business needs.
Step 03
Managing Calendar

FineX Cloud’s tools let you manage CRM affairs with the help of a calendar.

  • Schedule:The tool allows you to send messages and perform tasks without being present.
  • Keep Record: The calendar tracks and records every event for your later usage.
  • Notes:This ERP CRM tool allows you to add notes related to different events.
Step 04
Report Generation

Generate reports related to customer relationship management for your needs.

  • Leads:Our tool allows you to generate reports related to leads with ease and accuracy.
  • Activities:The software tracks all CRM activities and allows you to generate reports.
  • On-Demand:: all sorts of reports can be generated on-demand without any problem or delay.
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