CRM & deals
A sales pipeline that lives inside your books
Lead → deal → invoice → payment as one record — with a next action on every deal, rotting indicators, speed-to-lead alerts and one-click follow-up.
What it solves
Most CRMs stop at the deal and never see the money, so your pipeline shows booked hope while your bank shows something else. And leads rot quietly because nothing forces the next call. Finocket keeps the lead, the deal, the invoice and the payment as the same record, and puts a next action on every deal — so what you're looking at is collected reality, and nothing slips because no one followed up.
How we're different
This isn't a CRM bolted onto billing — the deal card shows the linked invoice and payment status, and a stage can auto-advance to Won the moment money lands. Because payments post to the same ledger as your books, your funnel reports on collected revenue, not just deals marked won. And it enforces follow-up discipline HubSpot leaves to you: stale deals get flagged, new leads ping you instantly, and every card has one-click follow-up.
Inside CRM & deals
One record, lead to cash
Money-aware pipeline
A next action on every deal
CRM & deals
A next action on every deal
Rotting indicators & speed-to-lead
CRM & deals
Rotting indicators & speed-to-lead
Duplicate detection & merge
CRM & deals
Duplicate detection & merge
CRM & deals
A next action on every deal
CRM & deals
Rotting indicators & speed-to-lead
CRM & deals
Duplicate detection & merge
More in CRM & deals
Multiple pipelines & booking links
Run separate pipelines for different lines of business, add custom fields to clients and deals, and publish a booking page where a prospect who picks a slot becomes a lead automatically.
A unified Inbox with two-way WhatsApp
Inbound WhatsApp, calls (even missed), email and SMS land in one list, each captured as a lead. WhatsApp runs as a real 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. 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.
Works with the rest of Finocket
Part of CRM & pipeline. See how every module connects.
Questions
How is this different from HubSpot or Salesforce?
Those stop at the deal and never see the money without an integration project, and charge per seat. Finocket's CRM lives inside your books: the deal card shows invoice and payment reality, the stage auto-advances when you get paid, and reporting is on collected revenue, not booked hope.
Does it stop leads from going cold?
Yes — every deal carries a next action with a due date, stale deals get per-stage rotting indicators, and a new lead pings the owner the moment it lands with a one-tap first-touch intro over WhatsApp or email.
Can I run more than one pipeline?
Yes — run separate pipelines for different lines of business, add your own custom fields to clients and deals, and publish a public booking link that creates a lead automatically when someone books a slot.
Learn how it works
CRM & deals — pipeline, follow-ups and the customer ledger
Work a sales pipeline inside your books — auto-created deals for every captured lead, one-tap invoicing from a deal, follow-ups on WhatsApp or email, a per-client money ledger, and consent-safe lead import.
Leads — capture, score, route and respond on time
Every enquiry — form, QR, booking, WhatsApp, call, email, SMS or voice note — lands on one deduplicated Leads board, gets scored A–D, assigned to a teammate, and started on a first-response timer.
Accounts — companies, not just contacts
Contacts and deals from the same company are grouped under one account automatically (from their business email domain), with a single view of that company's people, deals and history — and a roster that says who to reach for what.
Ready to ditch the spreadsheet?
Free for solo users. No credit card. Your books stay yours.