CRM & pipelines
Every contact. Every stage. One picture.
The CRM in FinSuites shows you not just who your contacts are, but what is happening with them right now: which message is open, which appointment is next, which proposal has not been opened yet. And it acts instead of just storing.
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What is inside
A CRM that does the work with you
You define stages, order and rules. Consulting, sales, onboarding, follow-up: every pipeline has its own logic and its own value.
Email, WhatsApp, SMS, calls and forms land in one conversation. You see the whole story, not just the last entry.
A contact books a call and slides into the next stage. A proposal stays unopened for three days and triggers a follow-up. No manual dragging.
Custom fields for whatever your business needs. Segments for campaigns, tags for source and interest, smart lists for sales.
Pipeline value, close rate, average time to close. Reporting that answers questions instead of producing Excel exports.
Ownership per contact, permissions per user, round-robin distribution of new leads. Full team management from Growth.
In detail
From first contact to closed deal
No lead is left waiting
Every new enquiry automatically gets a reply, an owner and a task. Whoever does not respond within your deadline gets reminded. Whoever ignores the lead loses it to a colleague, if you set it up that way.
The whole conversation in one place
Whether the customer writes on WhatsApp, email or web chat: everything lands in one inbox, attached to the right contact. You reply from the CRM, in the channel the customer chose.
Proposals and invoices from the contact
Create a proposal, send it, see it opened, collect the signature, issue the invoice. No tool switching, no copy-paste, payment via Stripe straight from the document.
Getting started
Three steps to a running CRM
Upload a CSV from HubSpot, Pipedrive, Excel or any other tool. Map fields, merge duplicates, done. For larger datasets we do it for you.
Name the stages the way you think about them today. Templates for consulting, sales and onboarding are there and adapted in minutes.
Welcome message, follow-up after first contact, reminder before the appointment. Three ready-made workflows with immediate effect.
Included in every plan, including the free Starter. Compare all plans in detail
Part of one system
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FAQ
Common questions about the CRM
How many contacts can I manage?
Starter: 500 contacts. Growth: 2,000 contacts. Scale: unlimited. The number refers to contacts in the system, not emails or messages.
Can I migrate my existing CRM?
Yes. Contacts, fields, tags, notes and pipelines import via CSV. For HubSpot, Pipedrive, ActiveCampaign and Close we have practised routines, see our switch page.
Is there a mobile app?
Yes, for iOS and Android. Reply to conversations, add contacts, see appointments, move the pipeline: all on the go.
How does it connect to my website?
Forms, web chat and calendar embed via snippet, or you build the page directly in FinSuites. Every submission lands in the CRM as a contact instantly.
What happens to my data?
FinSuites processes it as a processor under Art. 28 GDPR on your behalf. DPA, EU representative and subprocessor list are under Security.
Ready?
Your CRM is set up within an hour.
Start for free, import your contacts and watch your pipeline move on its own.