One CRM for Every Relationship
Manage borrowers, lenders, agents, and developers in a unified platform. Intelligent lead routing, automated workflows, and real-time collaboration for modern financial services.
Unified Platform
All your relationships in one place
From first contact to closed deal, manage every interaction with intelligent automation.
360° Contact Management
Complete profiles for borrowers, agents, lenders, and developers. Track every interaction and document.
Intelligent Lead Routing
AI-powered lead assignment based on expertise, availability, and performance. Maximize conversion rates.
Unified Communications
Email, SMS, and call tracking in one place. Never miss a conversation with automatic logging.
Smart Notifications
Context-aware alerts for follow-ups, milestones, and opportunities. Stay on top of every deal.
Pipeline Management
Visual deal stages, forecasting, and pipeline analytics. Know exactly where every opportunity stands.
Performance Analytics
Track team productivity, conversion rates, and revenue. Data-driven insights for better decisions.
Workflow Automation
Automate the busywork, focus on relationships
Build custom workflows that trigger actions based on contact behavior, deal stages, and time-based rules.
Email Sequences
Automated drip campaigns based on lead behavior
Smart Reminders
Never miss a follow-up with intelligent alerts
Document Generation
Auto-create contracts and proposals
Task Automation
Assign tasks automatically based on triggers
Integrations
Connect with the tools you already use
Seamlessly integrate with your existing tech stack for a unified workflow.
Transform your customer relationships
Join thousands of teams using Finaz.ai CRM to close more deals and build lasting relationships.