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Magnifinance Overview

Magnifinance is a specialized financial CRM software designed to streamline customer relationship management for financial institutions. This software helps banks, credit unions, and financial services firms manage client interactions, track customer accounts, and automate workflows. Magnifinance offers tools for managing client data, including contact information, transaction history, and account details, all in one centralized platform. It also integrates with financial tools such as accounting software and billing systems, enabling seamless data sharing and reporting. With its analytics and reporting features, users can track customer engagement, identify opportunities for cross-selling, and improve customer satisfaction. The platform's secure and compliant environment ensures that sensitive customer data is protected. Magnifinance is designed to help financial organizations improve operational efficiency, increase customer retention, and enhance their service offerings, making it an essential tool for modern financial services.

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Magnifinance Screenshot & Video

Contact Details

  • Vendor Name MagniFinance
  • Founded 2015
  • Location Portugal

Support

  • Chat Chat

Training

  • Webinar Webinar
  • Documentation Documentation

Licensing & Deployment

  • Proprietary Proprietary
  • Cloud Hosted Cloud Hosted
  • Web-Based Web-Based

Typical Customers

  • Self-Employed Self-Employed
  • Small-Business Small-Business
  • Midsize-Business Midsize-Business

Languages Supported

English

Industries

Accounting, Banking, Financial Services, Insurance

Magnifinance Features

  • Arrow Icon Expense Tracking
  • Arrow Icon Forecasting
  • Arrow Icon Template Management
  • Arrow Icon Relationship Tracking
  • Arrow Icon Interaction Tracking
  • Arrow Icon Access Controls/Permissions
  • Arrow Icon Activity Tracking
  • Arrow Icon Client Management
  • Arrow Icon Collaboration Tools
  • Arrow Icon Sales Reports
  • Arrow Icon Email Management
  • Arrow Icon CRM
  • Arrow Icon Search/Filter
  • Arrow Icon Email Marketing
  • Arrow Icon Task Management
  • Arrow Icon Document Management
  • Arrow Icon Lead Management
  • Arrow Icon Calendar Management
  • Arrow Icon Customer Database
  • Arrow Icon Campaign Management
  • Arrow Icon Marketing Automation
  • Arrow Icon Activity Dashboard
  • Arrow Icon Territory Management
  • Arrow Icon Contact Management
  • Arrow Icon Pipeline Management
  • Arrow Icon Lead Capture
  • Arrow Icon For Financial Institutions
  • Arrow Icon Financial Management

Magnifinance Pricing

Pricing Type

  • Pricing Type Per User

Preferred Currency

  • USD ($) USD ($)

Free Trial

  • Free Trial Available

Free Version

  • NA

Payment Frequency

  • Monthly Subscription Monthly Subscription

Plans & Packages

Basic

$21 Per User

Magnifinance FAQs

Magnifinance is a specialized financial CRM software designed to streamline customer relationship management for financial institutions. This software helps banks, credit unions, and financial services firms manage client interactions, track customer accounts, and automate workflows. Magnifinance offers tools for managing client data, including contact information, transaction history, and account details, all in one centralized platform. It also integrates with financial tools such as accounting software and billing systems, enabling seamless data sharing and reporting. With its analytics and reporting features, users can track customer engagement, identify opportunities for cross-selling, and improve customer satisfaction. The platform's secure and compliant environment ensures that sensitive customer data is protected. Magnifinance is designed to help financial organizations improve operational efficiency, increase customer retention, and enhance their service offerings, making it an essential tool for modern financial services.

  • No, Magnifinance does not offer a free version.

  • Yes, Magnifinance offers a free trial.

  • No, Credit Card details are not required for the Magnifinance trial.

  • Magnifinance offers the following pricing plans & packages:

    Basic

    $21 Per User

  • Magnifinance supports the following payment frequencies:

    • Monthly Subscription

  • No, Magnifinance does not offer an API.

  • Magnifinance offers support with the following options:
    • Chat

  • Magnifinance offers training with the following options:
    • Webinar , Documentation

  • Magnifinance supports the following languages:
    • English

  • Following are the typical users of the Magnifinance:
    • Self-Employed , Small-Business , Midsize-Business

  • Magnifinance supports the following deployment:
    • Cloud Hosted

  • Magnifinance supports the following devices and operating systems:
    • Web-Based