Fincore CRM Go

Manage your inquiries, tickets, timesheets and work orders from anywhere. Fincore CRM Go brings your entire Fincore CRM to your pocket.

Fincore CRM Go puts your entire CRM workflow in your pocket. Built for field staff and service teams, it connects directly to your Fincore backend so you can manage inquiries, resolve support tickets, and log timesheets — all without returning to your desk.

FEATURES

Inquiry Management

View, search, and filter assigned inquiries by status Create new inquiries with contact search and product selection Add follow-ups by call, email, meeting, or WhatsApp Update qualification status and reallocate to team members Ticket Management

Track support tickets through their full lifecycle Log follow-ups with start/end times and detailed remarks Reallocate tickets to the right team member on the spot Timesheet Tracking

Log daily work entries with event type and time range View monthly summaries grouped by date with hour totals Work Orders

Browse and search assigned work orders with status tracking Security

Secure authentication with encrypted token storage Automatic session refresh Timezone-aware timestamps across regions Requires an active Fincore CRM account. Contact your administrator for login credentials.