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Description
FinCRM is a comprehensive CRM solution that offers a variety of features including accounts management, opportunity management, revenue forecasting, and automated lead capture, designed to enhance the efficiency of your sales and marketing initiatives. This affordable CRM software is capable of delivering an exceptional user experience, ensuring zero data leakage while providing automated processes for sales and marketing, along with comprehensive sales tracking and pipeline management. Additionally, FinCRM functions as an office management software, offering tools for task management, daily timesheets, meeting reminders, and financial data management, all of which contribute to streamlining your daily office operations and improving overall productivity. With its extensive features, FinCRM not only supports sales growth but also simplifies the complexities of managing an office environment.
Description
KEBS.ai is an AI-powered Professional Services Automation (PSA) platform designed for consulting firms, IT services companies, and other professional services organizations. It connects the entire Quote-to-Cash lifecycle in a single intelligent platform, helping businesses manage and optimize the journey from opportunity and quoting through project delivery, financial management, billing, and revenue realization.
KEBS.ai brings CRM, quoting, project management, resource and capacity planning, time tracking, project financials, billing, invoicing, and revenue forecasting together, eliminating disconnected systems and fragmented data across sales, delivery, finance, and operations. This unified approach gives leadership real-time visibility into pipeline, project performance, resource utilization, revenue, profitability, and potential risks.
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API Access
Has API
API Access
Has API
Integrations
Funnelforms
GROW with SAP
Jira
Microsoft Dynamics 365
Microsoft Teams
QuickBooks Enterprise
SAP SuccessFactors
Salesforce
Tally
Zoho CRM
Integrations
Funnelforms
GROW with SAP
Jira
Microsoft Dynamics 365
Microsoft Teams
QuickBooks Enterprise
SAP SuccessFactors
Salesforce
Tally
Zoho CRM
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
FinCRM Technologies
Founded
2019
Country
India
Website
www.fincrm.net
Vendor Details
Company Name
KEBS AI
Founded
2018
Country
United States
Website
kebs.ai/
Product 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
Product 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
OKR
Benchmarking
Feedback Management
Goal Management
KPIs
Prioritization
Progress Tracking
Strategic Planning
Professional Services Automation
Billing & Invoicing
CRM
Client Portal
Collaboration Tools
Document Management
Portfolio Management
Project Management
Proposal Generation
Quote Management
Resource Management
Time & Expense Tracking
Project Management
Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies
