CRM & pipeline
A CRM that lives inside your books
Every other CRM stops at the deal and never sees the money. Finocket's does the opposite: the lead, the deal, the invoice and the payment are the same record — so your pipeline shows collected reality, not just booked hope. And it enforces follow-up discipline: every deal carries a next action, stale deals get flagged, and new leads ping you the moment they land.
One record, lead to cash
Capture a lead, work the deal, raise the invoice, see the payment — all attached to one client, with a single unified timeline that weaves notes, invoices, payments and deal changes together.
Money-aware pipeline
Deal cards show the linked invoice + payment status, and a stage can auto-advance to Won the moment a payment lands — once, idempotently.
A next action on every deal
Every deal carries what you'll do next and when — chips on the card, red when overdue, and a Today's follow-ups list on the dashboard so nothing slips. One-click follow-up on every card.
Rotting indicators & speed-to-lead
Per-stage indicators flag deals that have sat still too long, and owner alerts fire the moment a new lead lands — with one-tap first-touch WhatsApp or email intros.
Duplicate detection & merge
Likely duplicates are spotted for you, and a full merge combines them — every linked invoice, deal and note follows, with an audit record of what merged.
Multiple pipelines & custom fields
Run separate pipelines for different lines of business, and add your own custom fields to clients and deals.
Booking links
Publish a public booking page: prospects pick a slot, a lead is created automatically, and both sides get a calendar confirmation.
Consent-proofed CSV import
Import leads with a guided column-mapper and a mandatory consent-declaration step; contacts you can't declare consent for are stored but kept suppressed.
Collected-revenue reporting
A CRM funnel view — leads vs converted clients, deals won and total collected — and an AI assistant that answers 'how's my funnel?' from live data.
Projects, visits & billable time
Group work under client projects, log site visits with voice notes, and run a billable timer per client — the same record your invoices draw from.
Rate cards on tracked time
Set structured rate cards scoped to any mix of client, project and team member; when tracked time becomes an invoice the most-specific card wins automatically, and any line is still yours to override. Rates are per hour or per day, falling back to the entry's own rate when no card matches.
Leads board, scoring & routing
Work leads new → working → nurturing → qualified with one-tap convert or disqualify; score them on signal weights and behaviour into an A–D grade; and round-robin auto-assign new leads to the team — with a speed-to-lead SLA that flags a missed first-response window and clears itself on contact.
A unified Inbox — two-way WhatsApp, including voice
Inbound WhatsApp, calls (even missed), email and SMS land in one list, each captured as a lead. WhatsApp runs as a real two-way thread with a live countdown on the 24-hour reply window, and a suggested reply is grounded in figures from your own books — a sentence it can't cite is dropped rather than hedged. WhatsApp voice notes are auto-transcribed, and you can capture a lead from a voice note with the name, phone and email extracted, never invented. Two-way WhatsApp needs a connected provider (Meta Cloud API or 360dialog), and every reply leaves through the same consent chokepoint — a wa.me deep link is not a send path.
CRM Accounts & connections health
People auto-group into company Accounts from their business-email domain — one view of every contact, deal and touch. And a connections-health audit flags leads with no source, deals with no customer, and forms that never became leads, so nothing quietly leaks.
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