Techfino

Techfino is a crm product. NetSuite consultants specializing in implementation, integration and customization of cloud solutions. The job it does: keeping every contact, deal and follow-up in one place so nothing slips.

The natural audience is sales teams and founders who are tired of spreadsheets. Alongside the main category they mention Business Information Systems, CRM, E-Commerce, Enterprise Resource Planning (ERP) and Small and Medium Businesses. They are a small team, 11 to 50 people, which usually shapes who they work with. Small vendors mean quick answers and real influence on the roadmap, but check who covers support when someone is out.

Techfino is based in Philadelphia, Pennsylvania and founded in 2014. Their site is techfino.com.

Our checklist for this category: pipeline stages, email sync, mobile app, and what reporting costs extra. Get the renewal terms in writing before the first invoice.

If you have worked with Techfino, tell the next buyer what you paid and what surprised you. That is the part of this page we cannot write.