What people
ask us.

A CRM built for financial institutions. It brings calls, WhatsApp, SMS, Facebook and Instagram, email, web chat and forms into one file per client, with pipelines per product, branches and roles.

Credit unions and cooperatives, banks, consumer finance companies, lenders, mortgage originators and auto financing. The vocabulary adapts to your institution: member or client, branch, officer.

A sales CRM revolves around closing a deal. FintecCRM revolves around the client relationship: their products, their branch, their officer, missing documents, renewals and seasonal campaigns.

Yes. Spanish first, and English too.

WhatsApp, SMS, calls, Facebook and Instagram (messages and comments), email, web chat and your website forms. Everything lands in one inbox and in the client file.

No. We use numbers that forward to your usual lines, so there is no number porting. Every call is logged with its duration, who answered and its purpose, and it can be recorded.

It depends on how your number is set up today. We review it in the assessment and recommend the best option before touching anything.

An assistant covers only when nobody is available. It collects the details, answers the basics and leaves the conversation ready for someone on your team to pick up first thing.

Yes. Permissions are set by branch and by role. Each officer sees their clients, each branch sees its own, and management can see everything.

No. They sign in with their email and a one-time code sent there. Nobody has to use a personal phone on the floor.

Yes. A mobile app lets staff answer conversations, see the client file and manage their calendar.

Yes. Reports show response time by branch, officer and channel, unanswered conversations, appointments and applications by stage.

Your institution does, and you can export it. The details are set out in writing in the contract; we go over them in the demo.

Only people with permission for their role and branch. Every action is recorded in the activity history.

Each person signs in with their email and a one-time code. When someone leaves the institution, their access is switched off and their work history is kept.

It depends on the size of your institution: branches, products and channels. You leave the assessment with a go-live date.

Yes, from spreadsheets or from an export of your current system. We remove duplicates before importing, and you review a sample before the final load.

By role, with day-to-day cases and step-by-step guides for each position. Guides are updated whenever a process changes.

We stay with you: we review response times and stuck applications, and we adjust as you add products, branches or campaigns.

It depends on the size of your institution, the number of branches and the channels you connect. We give you a price after the demo, once we know what you need.

Terms are agreed with each institution. We go over them with you in the demo, with no fine print.