its’ not about business,
it’s about ‘YOU’!

Whether you’re a startup or scaling enterprise, BuFin adapts to your needs with customizable modules and dashboards.

  • Data Privacy & Security First: Built with enterprise-grade security protocols to ensure your data remains confidential, safe, and compliant.

  • Cloud & On-Premises: Access your data from anywhere, anytime. No complex setup, just login and start managing.

  • Seamless Microsoft Integration: BuFin is designed to sync efficiently with Microsoft 365 products for effortless workflow continuity.

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BuFin CRM is a comprehensive customer relationship management platform designed to empower businesses with intelligent tools for sales, support, and operations. With seamless integrations, intuitive interfaces, and specialized modules including real estate and VoIP capabilities BuFin streamlines every stage of client engagement. Whether you’re managing tasks, scheduling meetings, or tracking opportunities, BuFin provides the clarity and control needed to build stronger customer relationships and drive business growth.

Meeting Coordination

Organize meetings professionally with detailed tracking:

  • Set Status, Date/Time, Duration

  • Add Participants and Notes

Account Management

Build and manage business accounts efficiently:

  • Input Company Name, Email, Billing & Shipping Addresses

  • Add Descriptive Notes for context and tracking

Contact Management

Maintain a comprehensive contact directory:

  • Log Personal and Company Information

  • Include Addresses and contextual Descriptions

Lead Management

Capture and qualify potential leads with:

  • Contact Information and Lead Details

  • Opportunity Amount estimation and Description

Opportunity Management

Drive sales with a structured opportunity pipeline:

  • Define Opportunity Name, Stage, Probability of Success

  • Attach relevant descriptions and assign to team members

Email Composer

Communicate directly from the CRM via a powerful email interface:

  • Compose messages with To, CC, BCC, and Subject fields

  • Save drafts and manage correspondence with ease

Meeting Summary Dashboard

Review meeting outcomes in a dedicated overview panel:

  • Display Meeting Name, Status, Duration, and Participant List

  • Ensure structured follow-ups and accountability

Call Management

Plan and log calls with structured input:

  • Include fields for Call Title, Status, Date/Time, and Attendees

Task Management

Manage individual or team tasks efficiently:

  • Specify Task Name, Status, Start and Due Dates

  • Add detailed descriptions and assign responsible users

Calendar View

Organize your schedule using interactive calendar views:

  • Toggle between monthly and weekly layouts

  • Visualize meetings and deadlines
    Example: “Internal Meeting” scheduled for June 28, 2025

Case Management

Create and track customer service cases with ease using a guided form that includes:

  • Case Name, Status, and Priority settings

  • Type classification and descriptive fields

  • Attachment support for reference materials

Knowledge Base

BuFin CRM features a centralized Knowledge Base to support users with comprehensive guides and best practices.

Integration Capabilities

BuFin CRM is equipped with a robust suite of integrations designed to streamline operations and boost productivity:

  • Google Workspace Integration: Seamlessly sync your Google Calendar, Contacts, and other tools.

  • Microsoft Outlook Integration: Efficiently manage communications through full Outlook compatibility.

  • Meeting Scheduler: Simplify appointment bookings with an intuitive scheduling interface.

  • Zoom Integration: Schedule and launch virtual meetings directly within the CRM.

  • VoIP Integration: Enable internet-based voice calls from within the system.

  • MailChimp Integration: Align your marketing campaigns through direct MailChimp connectivity.

  • Real Estate Module: Specialized tools tailored for real estate professionals, supporting property-centric workflows.