fincrm and CleverReach

fincrm is a web-based CRM software especially for financing intermediaries. Manage your customers, injectors and banks without media disruption. Organize your sales management and commission accounting in one solution. Integrate the platforms of Europace and ehyp and connect fincrm via the interface with CleverReach.

Win new customers with CleverReach and increase your customer loyalty. Synchronize relevant customer data with CleverReach with just a few clicks. Inform your customers about new products and promotions. Reminders for follow-up financing are sent automatically.

Your advantages at a glance:

• Synchronize your customer data
• Avoid duplicate data maintenance
• Save time and incorrect data records
• Transfer additional attributes to your recipient lists in CleverReach to enable targeted customer targeting
• Available attributes for synchronization: first name, last name, company, email address of the account manager, first and last name of the account manager, date of birth of the customer

Developer: HPE Software Process GmbH

Request your free online demo and benefit from many advantages from the integration of CleverReach with fincrm