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We are FinTech CRM.
A creative sales optimization agency for the financial industry.

Let the Fintech CRM team come in and build and optimize your sales funnel. Our team of experiences sales and marketing professionals will work with you from A to Z on outlining your sales process, building the funnel, and optimizing it over time.

More About Us

Our services.

Analysis

Review your sales processes, tools, and team to maximize your sales department.



Implementation

Put our analysis to work. Implement the systems, software, and procedures to skyrocket your sales team.

Optimization

Tweak the system. Ensure your sales team and key management is maximizing the opportunities of CRMs and sales processes.


Training

Ensure your sales team is properly up to speed on the latest sales tools, softwares, and automation procedures.

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Find us.

Room 7, Floor 12, Energy Plaza, 92 Granville Road, Tsim Sha Tsui, Kowloon, Hong Kong


Call us.

(+852) 3913-2180


Email us.

info@fintechcrm.com

We are FinTech CRM.

A creative agency providing sales automation services for the financial industry.


Who we are.

Let the Fintech CRM team come in and build and optimize your sales funnel. Our team of experiences sales and marketing professionals will work with you from A to Z on outlining your sales process, building the funnel, and optimizing it over time. Soo what are you waiting for, contact us today for your free sales funnel analysis!

Ray

Managing Director


Mike

Managing Director


Anita

Client Services


Jessa

Client Success

Analysis

Review your sales processes, tools, and team to maximize your sales department.

Optimization

Tweak the system. Ensure your sales team and key management is maximizing the opportunities of CRMs and sales processes.

Implementation

Put our analysis to work. Implement the systems, software, and procedures to skyrocket your sales team.

Training

Ensure your sales team is properly up to speed on the latest sales tools, softwares, and automation procedures.

How we work.

1 Analyze. Review your sales processes, tools, and team to maximize your sales department.


2 Implementation. Put our analysis to work. Implement the systems, software, and procedures to skyrocket your sales team.


3 Optimization. Review your sales processes, tools, and team to maximize your sales department.