Registration Wizard

Complete the following steps to set up your Finch CRM account

1Package
2Company Info
3Contact Details
4Contract
5Payment

Welcome to the Finch Portal!

As a first time user, we need to set up some initial information.

Finch Portal

R 612 p/m

Core CRM

  • CRM Platform
  • Lead Source Management
  • Communication History
  • Task Management

Compliance & Security

  • Client Compliance Management
  • Audit Logs
  • Document Attachments

Financial Tools

  • Finance Management
  • Financial Reporting
  • Investment Tracking

Business Tools

  • Integrated Scheduling
  • Insurance Management
  • Health Coverage Tracking
1 Clients
Monthly Cost: R 50,00