Basic CRM
Simple, focused, and built for the way You work
Fintrano includes a built-in CRM that is intentionally simple. It gives you the key information you need, without the unnecessary complexity of larger systems. If you’re a business that carries out work at customer premises - whether that’s homes, offices, or commercial sites - Fintrano might be all the CRM you ever need.
You can quickly view a customer’s details, track their appointment history, and keep notes that are visible to your team. Everyone stays in the loop, and because Fintrano is cloud-based, that information is available from wherever you are, whether you’re in the office, on the road, or at the job itself.
The system is built around your jobs, not just your contacts. When a customer calls, you can bring up their details instantly, see their last job, and create a new one in a few clicks. If your team works at volume, this speed and clarity can make a real difference to how smoothly you operate.
Unlike many CRM systems, Fintrano doesn’t overwhelm you with configuration screens or sales pipelines you won’t use. It gives you the tools to maintain professional communication, manage your customers effectively, and deliver a better experience with less effort. Think of it like a diary that is actively trying to help you.
That’s why many of our customers tell us they’ve stopped using their old CRM entirely.
It’s also designed with security in mind. You control who sees what, ensuring sensitive contact data is only available to those who need it.
For many field-based businesses, a traditional CRM is too much. Fintrano gives you just enough. It helps you stay organised, presentable, and responsive, without adding layers of administration. That’s why many of our customers tell us they’ve stopped using their old CRM entirely.
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Your first month is free
including 25 jobs