How it works

1.Lead and requirement

Before

Leads in call logs and chats; requirements remembered.

With Finocket

Contacts with party role and requirements in one CRM.

Automated

• Form and Meta lead capture into the CRM

• Every party, one contact book
• What the buyer wants

2.Site visit

Before

Visits arranged and remembered by phone.

With Finocket

Visits logged against the project from the field.

Automated

• Appointments taken on a booking page

3.Negotiation and deal

Before

Terms agreed verbally.

With Finocket

Deal with transaction type, property and agreed brokerage.

Automated

• Pipeline stages you name, such as token and registration

• Deals with their terms
• Agreed brokerage on the deal

4.Co-broker

Before

Shares settled on trust.

With Finocket

Co-broker and share recorded on the deal.

Automated

Nothing automated at this stage yet.

• Co-broker and their share

5.Billing

Before

Word template edited by hand.

With Finocket

GST brokerage invoice per deal.

Automated

• Invoice shared to WhatsApp from your own phone

6.Collections

Before

Payments chased by phone; TDS gaps unnoticed.

With Finocket

Receipts recorded with TDS deducted.

Automated

• Payment links and reminders

• TDS on what you were paid

7.Purchases and expenses

Before

Portal subscriptions and ad spend paid from a personal card.

With Finocket

Expenses booked in the business's books.

Automated

Nothing automated at this stage yet.

8.GST

Before

Returns worked by the CA from loose invoices.

With Finocket

GSTR-1 and GSTR-3B prepared from issued invoices.

Automated

• Return preparation from posted invoices

9.Accounts and reporting

Before

A separate accounting package fed by hand.

With Finocket

Double-entry books, bank reconciliation, CA in the workspace and a Tally export.

Automated

• Bank reconciliation
• Tally export

• Your CA in the workspace