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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.

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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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GST & tax compliance
GSTIN per client, CGST/SGST/IGST splits, credit notes, GSTR-1/3B, e-invoicing (IRN) & e-way bills, ITC, RCM and TDS — plus GSTR-2B reconciliation, GSTR-9, composition (CMP-08), import bill of entry, ISD distribution, a DRC-01B/C self-check and consolidated returns across GSTINs.
Invoicing & payments
Estimates with online acceptance, deposits & payment schedules, a client portal, automated reminders and late fees — plus branded PDFs, UPI QR, WhatsApp share and multi-currency.
Double-entry books
Trial balance, P&L, balance sheet and cash flow from a proper double-entry ledger — plus Day Book, Cashbook, a permanent audit trail and one-tap Tally XML your CA imports.
Inventory & manufacturing
A live stock ledger with weighted-average COGS (opt-in FIFO or per-unit serials per item), batch & expiry, multiple godowns, landed costs, RFQ vendor-compare, reorder→draft-PO, and a bill of materials with work-centre routing, work orders and work-in-progress tracking.
Point of Sale
Open a register with a cash float, scan or search items into a cart, take cash or UPI, and every sale becomes a GST invoice that draws down stock and posts to your books — then close the drawer with an automatic over/short count.
Banking & reconciliation
Import a statement from 11 Indian bank formats, match it with rules you save once, and keep first-class credit-card accounts and a post-dated-cheque register — all tying back to your books.
Automation & approvals
Approval chains for the things that need a sign-off, workflow rules that react to what happens in your books, and a dunning ladder that chases overdue invoices for you.
Marketing & attribution
Group your QR codes, forms and landing pages under a campaign with one clean UTM set, then follow every scan and click through to leads, deals and collected revenue.
Personal finance
Log income, track ELSS/NPS/PF/FD/gold/MF/stocks, watch net worth, read both tax regimes side by side, and assemble an ITR working sheet where every rupee points at the row it came from.
Forms & landing pages
Hosted lead-capture forms and mobile landing pages — every submission stores the exact opt-in text as proof.
Outreach & compliance
Campaigns, follow-up sequences and one send chokepoint that checks consent + suppression on every message — plus dynamic QR codes that turn scans into leads and the option to send on your own WhatsApp, SMS and email accounts.
Partners & commissions
Referral links and coupon codes, milestones with tiered rates, an append-only commission ledger on collected revenue, and monthly CA-ready statements.
Developer & AI
Connect Claude, ChatGPT or Perplexity to your books in a tap — plus a versioned REST API, a 245-tool MCP endpoint, bring-your-own AI keys, a usage monitor, an append-only AI action log, signed webhooks and roles enforced at the database.
Multi-company
Add as many companies as you run, each with its own name, GSTIN and numbering — switch between them in a tap, with each company's books fully isolated.
AI you can preview, cap and undo
Every AI action shows the money it would move before you confirm it, goes through one audited door, and can be reversed after it posted — with a rupee-and-recipient ceiling you set yourself, a hash-chained action log, and a narration that deletes any figure it can't cite. Plus Scan-to-Add, Mysty, 280+ tools, voice and scanning in 23 Indian languages, and a PWA you install on your phone.
Working with no signal
Which parts of Finocket work without a connection, which don't, and the reason in every case — read straight from the same file the product itself reads, so it cannot drift.

Ready to ditch the spreadsheet?

Free for solo users until 31 Dec 2026 — no partner code needed. ₹99/month after that. No credit card. Your books stay yours.

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    A CRM that lives inside your books · Finocket