Finocket's CRM lives inside your books: every deal card shows the client's real invoiced, paid and outstanding money next to the pipeline value. Follow up on WhatsApp or email in one tap, and every follow-up prompts you to schedule the next action.
How do I set up my sales pipeline?
Open CRM. On first use Finocket creates a Sales pipeline for you with six stages: New → Qualified → Proposal → Negotiation → Won → Lost. The CRM has three tabs — Pipeline, Contacts and Tasks — with +Deal, +Contact and +Task buttons on each.
The board shows one column per stage with the total deal value and a stale-count badge. Each stage's settings (gear icon) let you set rot days — after which idle deals get flagged — and auto-advance to Won when a payment is collected. Move a deal between stages with the stage picker on its card (there's no drag-and-drop — the picker is deliberate, and works better on a phone).
How do follow-ups work?
The focus strip above the board pins today's and overdue follow-ups, so the pipeline tells you what to do this morning. On any deal, tap Follow up: pick a message template, then send via WhatsApp (your number or WhatsApp Business API) or email. Finocket logs the activity and immediately asks “schedule the next action?” — pick Today, Tomorrow or Next week, add a note, and a 9:00 AM IST reminder is set.
Each deal card shows a next-action chip (none / today / overdue), an idle-days ring that turns amber when stale and red when rotten, and the client's money reality (outstanding · paid).
What's on the deal detail page?
Tap a card to open the deal: status badge, stage picker, Won/Lost buttons, the follow-up sheet, and a Next action card. Log activities — note, call, meeting, email, task — and each one prompts the next action. A timeline shows everything in order. If you've configured custom fields, they appear here too. The money strip shows the client's invoiced/paid/outstanding totals — it's client-level, since deals aren't linked to individual invoices.
What is the customer ledger?
CRM → Ledger is the money view of your relationships: search any client and see their invoiced, paid and outstanding totals, with their contact details alongside. It's the fastest answer to “who owes me what?” across your whole client base.
How do I import leads — and why the consent step?
Go to Clients → Import: upload a CSV (up to 10,000 rows), check the auto-mapped columns, and review flagged duplicates. Then comes the mandatory consent declaration — for each source you declare the channel, source and exact opt-in text your contacts agreed to. Contacts without a declared consent import as suppressed until consent, so you never message someone without a lawful basis under India's DPDP Act.
Imported contacts arrive as leads; contacts you create by hand are clients from day one. Leads become clients as you win their business — history stays attached.
Do I have to create a deal for every lead by hand?
No. When a lead arrives through a public form, a QR code or a booking page, Finocket automatically opens a deal for it in your pipeline's first stage — so stage tracking, rotting alerts and next-action reminders cover every lead from the moment it lands. One auto-deal per lead, never a duplicate. It's on by default; turn it off from the CRM screen's settings if you prefer building deals by hand. The full capture story — scoring, routing and the first-response timer — lives in Leads — capture, score, route.
How do I raise an invoice from a deal?
Open the deal and tap Invoice — the customer is pre-filled and the invoice links back to the deal, so the deal shows its own invoices (not just the customer's overall balance). Winning the work and billing it become one motion.
Who can do what?
Owners and assistants get full write access, including lead import. Accountants see the CRM read-only (a banner reminds them) and cannot import. Enable or disable the CRM in Settings → Modules & features — it's on by default for business accounts.
Related: Forms & landing pages, Outreach & consent.
Who to offer what next
Finocket reads your own sales history to spot customers who are past their usual reorder rhythm, and products their peers also buy. Every suggestion shows the working behind it, and you can turn one into a draft quote.
Nothing is sent to anyone. A suggestion becomes a draft you review — it never becomes an email on its own.