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.