Client Onboarding & KYC
Easily manage onboarding, document collection, and KYC
compliance with built-in workflows.
FinanceCRM empowers gold shops and pawn businesses with simple billing, daily cash tracking, and profit-loss insights— helping you manage your business with ease and trust.
Manage daily transactions, automate billing, track
loans, monitor inventory, and generate reports — all in
one place. FinanceCRM is built to streamline your
workflow and boost your financial clarity.
50+
Trusted Users
99.9%
Data Security Assurance
20+
Clients Managed
24/7
Global Support
Core Features of FinanceCRM
Task Automation
Auto-assign and track routine tasks like tax filing,
billing reminders, and financial audits.
Billing & Invoicing
Generate branded invoices, manage due dates, and send
automated reminders to clients.
Customer Support Integration
Integrated support system with ticketing and follow-up
tools to delight your clients.
Financial Analytics
Generate reports and insights into revenue trends,
client retention, and task performance.
Data Security & Backup
End-to-end encryption, role-based access, and daily
backups keep your data safe and compliant.
Gold & Pawn Shop Billing
Specialized billing tailored for gold shops and pawn
transactions.
Profit & Loss Tracking
Monitor daily profits and losses for better business
decisions.
Real-time Sales & Inventory Stats
Stay updated with live sales and stock status for your
shop.
Compliance & Security First
FinanceCRM complies with data protection regulations including GDPR and ISO standards. All sensitive information is encrypted and access is fully auditable.
GDPR & ISO Compliant
Ensuring strict adherence to global data protection
standards.
End-to-end Data Encryption
Protect your sensitive financial data with robust
encryption.
Multi-user Role Management
Control access with role-based permissions for secure
collaboration.
Interested in
FinanceCRM?
Let’s talk about how FinanceCRM can simplify your financial
operations.
We're here to help you explore FinanceCRM’s powerful
features, streamline billing, improve client tracking, and
enhance your financial decision-making.
Reach out to schedule a free demo or get your questions answered.
Reach out to schedule a free demo or get your questions answered.
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