How Finflow CRM Empowers You

Key Features of CRM

other apps

Unique Features of Finflow CRM

A powerful CRM solutions to manage leads, tasks, clients, renewals, maturities and interactions seamlessly.

Centralize Client Database

Streamline your daily workflow and back-office operations

Effortless data access from anywhere, at any time.

Bring efficiency and clarity to your financial services business with a specialised CRM.

Unlock smooth client-journeys, rock-solid security, and efficient workflows with FinFlow CRM.

Pricing

Unlock all features and benefits with our comprehensive single pricing plan.

Rs 15,000

(+GST)

Per User Per Annum

Included Additional Features

Zoho Social

• Multi-Channel Publishing

• AI-Powered Content Creation

• Content Scheduling & Calendar

• Monitoring & Engagement

• Analytics & Reporting

• Team Collaboration

• Integrations

Zoho Bookings

• Customizable Booking Pages

• AI-Powered Setup

• Multiple Meeting Types

• Calendar Synchronization

• Automated Reminders

• Payment Collection

• Reporting & Analytics

• Integrations

+ One-time Onboarding Cost of Rs.20,000 onwards on the basis of scope of work

40+ other applications as offered within zoho one.

FAQs

How secure is your client data with FinFlow CRM?

At FinFlow, we use industry-leading encryption protocols for both data in transit and at rest, ensuring your information—and your clients’—is protected from unauthorized access. User access is strictly role-based: each user sees only their own data, safeguarding confidentiality at every level. If you have any further questions, please feel free to reach out.

Why is FinFlow CRM a smart investment for your distribution operations?

FinFlow gives you a single, central hub to store and organise all client information, so you can access it any time you need. You’ll be able to track every client interaction, stay aligned with their preferences and needs, and communicate effectively and consistently. Create tasks, assign them, set reminders, and monitor progress—ensuring that important follow-ups never slip through the cracks.

How does FinFlow CRM stand out from other platforms?

Built specifically for financial advisors, our solution offers industry-tailored features and capabilities designed to support your unique needs. With FinFlow, you get tools purpose-built to streamline your workflow, automate tedious admin tasks, and deliver the functionality you need for effective client management, portfolio tracking and regulatory compliance.

Testimonials

What our clients say

Finflow has transformed my practice, making client management seamless and efficient.

Rohit K.

Thane, India

The intuitive design of Finflow has significantly improved my workflow and client interactions.

Venkatesh L.

Mumbai, India

★★★★★

★★★★★