Financeit vs Trévi CRM+

Offer your customers easy and affordable financing options for their next big purchase at your business. Financeit lets your customers pay for their home improvement, vehicle or retail purchase in monthly, bi-weekly or weekly payments. You get paid the full purchase amount and we collect payments directly from the customer. Plus, Financeit is FREE to use! Merchant partners can use the Financeit app to: • Create a monthly, bi-weekly or weekly payment quote for your customer and share it with them by email or text message • Start an application with your customer on the spot or invite them to apply privately, on their own device • Scan and upload any required documents instantly with your smartphone or tablet camera • Sign documents electronically • Access helpful learning & resources materials to learn about how Financeit can help you increase your sales • Change account, profile and notifications settings and manage employees Consumers can use the Financeit app to: • Set up their loan privately, on their own device • Manage the repayment process by tracking their progress, making early or extra payments, updating their personal details and more To get started, download the Financeit app and sign up for your free account at http://www.financeit.io. Financeit is available in Canada only.

Trévi CRM+ is an AI-first CRM designed to help Trévi centralize sales activity, operations, customer follow-up, submissions, and internal coordination in one connected platform. Built for Trévi’s sales teams, stores, operations, administration, customer service, suppliers, and partners, Trévi CRM+ helps simplify complex workflows by bringing together contacts, communications, customer requests, orders, follow-ups, and business activity into a single system. The platform is designed to give each role access to the right information. Sales teams can stay on top of customer relationships, submissions, and pipeline activity. Operations teams can monitor workflows, order progress, delivery status, and execution. Administrative teams can review reports, approvals, and key performance indicators. Stores, partners, and suppliers can stay aligned with the information they need to support day-to-day operations. Trévi CRM+ helps Trévi: • Centralize customer and business information • Manage follow-ups, reminders, and workflows • Improve internal coordination across teams, stores, and departments • Reduce manual work through automation • Increase visibility into activity, progress, and performance • Create a more organized and scalable operating system A core strength of Trévi CRM+ is its AI-enabled approach. Integrated AI Operators can support recurring actions such as follow-ups, reporting, routing, customer request handling, and workflow assistance, helping teams save time and reduce operational friction. Whether Trévi manages a small number of customer requests or a large volume of leads, accounts, orders, and operational activity, Trévi CRM+ is built to support a more structured, efficient, and scalable way of working. Key Features • Centralized CRM • Contact management • Customer request and submission tracking • Follow-up tracking • Workflow support • Reporting and dashboards • Operational visibility • Team collaboration • Role-based access • AI-assisted processes Learn more: https://connectgroove.com