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.
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.
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Free for solo users. No credit card. Your books stay yours.