--- title: "fincrm Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about fincrm Software - reviews, pricing plans, popular comparisons to other CRM products and more." source_url: "https://www.capterra.com/p/240410/fincrm/" page_type: "product" language: "en" --- # fincrm Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on September 9, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support) fincrm ## What is fincrm? Customer relationship management solution that helps mortgage lenders and real estate financing organizations manage customer data. ## What is fincrm used for? [CRM](https://www.capterra.com/customer-relationship-management-software/) Top alternative Featured Overall rating Based on 0 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price €79 Per User, Per Month Free trial not available Free version not included Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for fincrm?[Manage this product listing](https://www.g2.com/products/fincrm-technologies-pvt-ltd-fincrm/claim_requests/new?auto=true) ## fincrm Overview Updated September 2026 AI summary fincrm offers CRM capabilities for businesses of all sizes, covering contact and lead management, sales pipeline tracking, and workflow automation. It supports campaign management, customizable fields and reports, and integrates with third-party tools. With deployment across cloud and desktop platforms, fincrm enables teams to manage communications, tasks, and analytics in one unified environment. ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### fincrm 0.0 VS. [4.4 (18,810)](https://www.capterra.com/p/61368/Salesforce/reviews/) Starting Price €79 Per User, Per Month Starting Price $25 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 0.0 (0) Ease Of Use 4.0 (4,388) Value For Money 0.0 (0) Value For Money 4.0 (3,517) Customer Service 0.0 (0) Customer Service 4.1 (3,527) ## fincrm alternatives [4.3 (6,999)](https://www.capterra.com/p/155928/Zoho-CRM/reviews/) Starting price $14.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 85% of reviewers rated it above 4 stars [HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) [4.5 (4,487)](https://www.capterra.com/p/152373/HubSpot-CRM/reviews/) Starting price $20.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 93% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/152373/HubSpot-CRM/) [Kylas Sales CRM](https://www.capterra.com/p/210630/Kylas/) [4.8 (625)](https://www.capterra.com/p/210630/Kylas/reviews/) Starting price $250.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 98% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/210630/Kylas/) Highest Rated [Ploomes CRM](https://www.capterra.com/p/207290/Ploomes/) [4.9 (442)](https://www.capterra.com/p/207290/Ploomes/reviews/) Starting price $22.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/207290/Ploomes/) ## FAQs about fincrm Overview ### What company size and specific industries is fincrm built for? fincrm is designed for mortgage lenders and real estate financing organizations of various sizes, including small firms and larger providers in those sectors. It is built for businesses that manage lending and financing workflows within the mortgage and real estate finance industries. Features and Usability ### What are the key features of fincrm? fincrm offers contact management, lead capture, lead qualification, and pipeline management for sales tracking. It also includes email management, email templates, campaign management, marketing automation, calendar sync, task management, workflow management, reporting and analytics, and third-party integrations for organizing customer and sales data. Integrations ### Which third-party tools and platforms does fincrm integrate with? fincrm integrates with 2 third-party tools: Mailchimp and CleverReach. These integrations connect fincrm to email marketing platforms for contact management and campaign workflows. Getting Started and Support ### What training and onboarding options does fincrm offer? fincrm provides in person training, live online sessions, webinars, documentation, and videos. In person and live online formats support guided instruction, webinars offer scheduled group learning, documentation gives written reference material, and videos provide visual walkthroughs for self-paced review. Getting Started and Support ### What customer support options does fincrm offer? fincrm provides email/help desk, FAQ/forum, knowledge base, 24/7 live rep, and chat support. No reviewer feedback on support experience is available, so support quality, response times, and helpfulness cannot be described from user comments. ## Features AI summary Based on 14,838 CRM reviews Capterra reviewers point to these as the CRM features buyers care about most: - **Data Security** (**51%** of reviewers rated this feature as critical) - **Customer Database** (**52%**) - **Real-Time Data** (**56%**) fincrm includes other CRM capabilities that reviewers also consider important, such as **Contact Database** (**47%**) and **Contact Management** (**44%**). Together, these features give teams a central place to store customer details, organize interactions, and keep contact records up to date, helping businesses improve follow-up, maintain cleaner records, and manage relationships more efficiently. Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Activity Tracking Track and document all activities across devices, networks, and other systems Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges API Application programming interface that allows for integration with other systems/databases Calendar Management Track and manage schedules and meetings via an integrated calendar Calendar/Reminder System Notifications/alerts for upcoming events or tasks fincrm 41 features ### All Features - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Activity Tracking: Track and document all activities across devices, networks, and other systems - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - API: Application programming interface that allows for integration with other systems/databases - Calendar Management: Track and manage schedules and meetings via an integrated calendar - Calendar Sync: Synchronize with other calendars to view mutual availability and schedules - Calendar/Reminder System: Notifications/alerts for upcoming events or tasks - Campaign Management: Create a collection of marketing actions to complete specific goals and plan and analyze campaign results - Contact Database: Centralized database of stakeholders and their contact information such as names, address, phone number etc. - Contact Management: Manage, organize, and store contact information - Customizable Fields: Customize data fields to support various needs and use cases - Customizable Reports: Alter the layout and content of reports - Data Import/Export: Import and export data to and from software applications - Document Management: Store, manage, and track all electronic documents in a centralized location - Document Storage: Store and organize documents in a centralized system - Drag & Drop: Assemble applications and processes by dragging over and arranging pre-built components - Email Management: Manage, store and organize emails within the system or via third-party apps - Email Marketing: Create and send email blasts/campaigns - Email Templates: Pre-made examples and templates for emails - Forecasting: Form predictions based on past and present data/trends - Interaction Tracking: Track interaction history by documenting conversations for contacts - Lead Capture: Automatically identify and save contact information of potential customers - Lead Generation: Manage the process of attracting and converting business prospects into leads - Lead Management: Store information about leads or contacts and track, manage and nurture them throughout the sales process - Lead Qualification: Score a lead on their quality or likelihood to buy based on certain behaviors - Marketing Automation: Automate workflows and trigger campaigns based on customer actions - Mobile Access: Access software remotely via mobile devices - Opportunity Management: Track all opportunities for potential sales and convert them into recurring revenue - Pipeline Management: Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc. - Quotes/Estimates: Generate quotes or estimates for customers - Reminders: Timed notification for any upcoming task, deadline, appointment, or activity - Reporting: Empower brands with an intelligent reporting tool and dashborads to provide visibility into number of viewers, likes, number of asked questions, and chat entries, total number of clicks, CTR, and entire stream health - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Sales Pipeline Management: Pipeline view and tracking lead status - Sales Reports: Reports specific to sales analysis for trends and strategies - Sales Trend Analysis: Analyze the current state of sales data to accurately understand trends and forecast future sales numbers. - Segmentation: Group leads or contacts based on their specific characteristics - Task Management: Create, manage and track all task activities and progression - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Workflow Management: Create, design and manage workflows for repetitive tasks --- Get Advice We can help you find the software with the features you need. ## Pricing Basic €79.00 Per User,Per Month ## Integrations [ CleverReach](https://www.capterra.com/p/148273/CleverReach/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.