--- title: FinCRM Reviews meta_title: 'FinCRM Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 19 reviews by the users' company size, role or industry to find out how FinCRM works for a business like yours. aggregate_rating: rating_value: 4.3 review_count: 19 scale: '5' date_modified: '2026-11-11' parent_category: name: Sales Tools url: https://www.g2.com/categories/sales-tools ---

FinCRM Reviews & Product Details

Value at a Glance

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Perceived Cost

$$$$$

User Insights

Average based on 19 real user reviews.

Perceived Cost

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FinCRM Reviews (19)

Reviews

FinCRM Reviews (19)

4.3
19 reviews

What do users say?

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Aakash T.
AT
Aakash T.
Senior Data Analyst
Mid-Market (51-1000 emp.)
"Most budget friendly CRM"
5/5
What do you like best about FinCRM?

Since the start FinCRM's interface was easy to use, it has integrated financial tools which makes it user-friendly, even if you are a beginner, the tutorials make you understand the features and you are ready to go. Review collected by and hosted on G2.com.

What do you dislike about FinCRM?

As it is new in the market, it needs some development like adding in more features to tell insights of data, need to increase the entries list to a higher number. Review collected by and hosted on G2.com.

Verified User in Financial Services
UF
Verified User in Financial Services
Enterprise (> 1000 emp.)
"Budget friendly Customer relationship management (CRM) solution for small and medium businesses"
4.5/5
What do you like best about FinCRM?

It's user-friendly lead management, task management and enhanced engagement features Review collected by and hosted on G2.com.

What do you dislike about FinCRM?

Scalability challenges, integration complexity and learning curve Review collected by and hosted on G2.com.

Giuliano S.
GS
Giuliano S.
Proprietário
Small-Business (50 or fewer emp.)
"Good but with care"
3.5/5
What do you like best about FinCRM?

It is an excellent tool for sales tracking, I appreciate the sales funnel, contact management, and reports, much better for addressing and explaining the goals. Review collected by and hosted on G2.com.

What do you dislike about FinCRM?

I don't know what to point out as a flaw, but in everything that doesn't update, it doesn't keep up with the market. A constant improvement of the program's tools and functions is necessary. Review collected by and hosted on G2.com.

Rupalee P.
RP
Rupalee P.
Business Relationship Manager
Mid-Market (51-1000 emp.)
"Good CRM software company"
4/5
What do you like best about FinCRM?

Very convenient to use with all valuable features it's really good for sales management and new customer acquisition. All the information stored in CRM database really helps to understand our customers better. Review collected by and hosted on G2.com.

What do you dislike about FinCRM?

It should be more cost-effective. Also, sometimes it crashes. Review collected by and hosted on G2.com.

Jack G.
JG
Jack G.
Associate Process Manager
Enterprise (> 1000 emp.)
"Good lead management software and very good for automation"
4/5
What do you like best about FinCRM?

Best lead management software and makes work easier with automation of workflows. It helps very much in tracking performances and admin dashboard is the best. Review collected by and hosted on G2.com.

What do you dislike about FinCRM?

If it is made to be more affordable then it can potentially become the best CRM software in the digital space. Review collected by and hosted on G2.com.

Kathlene May D.
KD
Kathlene May D.
Freelancer
Small-Business (50 or fewer emp.)
Originally submitted 11/30/2021
"Great CRM Software DigitalCRM.com"
5/5
What do you like best about FinCRM?

It was the best sales CRM Software been using this as my lead management software since I am into web research. It is made my work easier and it has a lot more feature than you think Review collected by and hosted on G2.com.

What do you dislike about FinCRM?

Well, I have nothing against this software. Anything works properly on my end I do not have any problem using this kind of tool I can see that it will have to improve just the way it has been affordable Review collected by and hosted on G2.com.

Sameena A.
SA
Sameena A.
Business Analyst
Small-Business (50 or fewer emp.)
Originally submitted 1/7/2022
"Complete CRM Solution in one Place"
4.5/5
What do you like best about FinCRM?

I like the admin dashboard best. it is intuitive and easy to use Review collected by and hosted on G2.com.

What do you dislike about FinCRM?

I think there is very little to dislike, it is as advertised Review collected by and hosted on G2.com.

Megha G.
MG
Megha G.
Advocate & Notary Govt. Of India
Small-Business (50 or fewer emp.)
"Digital friend Indeed.."
5/5
What do you like best about FinCRM?

Best For lead management, sales pipeline, marketing & customer acquisition. Review collected by and hosted on G2.com.

What do you dislike about FinCRM?

There is nothing to dislike. As such, I am sure the CRM support team is working to make this better. Review collected by and hosted on G2.com.

Christine S.
CS
Christine S.
Service Coordinator
Mid-Market (51-1000 emp.)
"Digital CRM.com is designed to automate the route management process."
5/5
What do you like best about FinCRM?

Officers can take action by simplifying automated trading and structure to carry out in one step. Customers, Deals, Driving, Bargaining - View daily / weekly / monthly reports on the web and use them to show our settings and work. This time when someone bought us something at any time, they sent us an email, called us, contacted us through the social director, asked for a demonstration. All this information is stored in our CRM database. There are many things that can be connected to the relationship between the company and the system and this application complies with this agreement. Review collected by and hosted on G2.com.

What do you dislike about FinCRM?

Perhaps the best test of CRM implementation is price. Lack of responsibility or protection against social change within the people within an organization can lead to significant challenges in the implementation of CRM. Poor communication and power outages. Review collected by and hosted on G2.com.

Lauren F.
LF
Lauren F.
Assistant Property Manager
Mid-Market (51-1000 emp.)
"Great Product"
5/5
What do you like best about FinCRM?

This product is versatile and easy to use. Review collected by and hosted on G2.com.

What do you dislike about FinCRM?

I dislike the pop up option, that pops up alerts whenever there is a new item. Review collected by and hosted on G2.com.

Questions about FinCRM? Ask real users or explore answers from the community

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GU
Guest User

What is DigitalCRM.com - CRM Software used for?

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Rama D.
RD
Rama Dani
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Last activity over 4 years ago

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Pricing

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FinCRM Features
Social Network Integration
Mobile User Support
Contact & Account Management
Opportunity & Pipeline Mgmt.
Task / Activity Management
Call Center Features
Support Analytics
Email Marketing
Campaign Management
Lead Management