For agencies
Fewer tools. More retainers.
Agencies live on two things: enquiries that become discovery calls, and clients who stay. FinSuites bundles lead generation, sales, onboarding and client communication in one system your team can run without you sitting next to them.
The problem
Where it gets stuck day to day
Enquiries arrive via website, Instagram, LinkedIn and referrals. Whoever does not reply within an hour loses them to the next agency.
Every new client means the same emails, the same questions, the same kickoff. Manually, every time, by your most expensive person.
Who is unhappy right now, whose contract expires, who has heard nothing for three weeks? That lives in heads, not in the system.
Your system
What it looks like with FinSuites
Discovery calls on autopilot
Enquiry via form or web chat, reply via WhatsApp within 60 seconds, booking link, reminder, preparation questions. Your calendar fills with qualified conversations, not with enquiries.
New3
Contacted2
Booked2
Proposal1
Onboarding as a workflow
Contract signed, pipeline stage changes, the system starts: welcome email, request access, book kickoff, reminder for documents. Two hours per client that nobody does anymore.
Retainers in view
A pipeline for existing clients with stages like Active, Renewal in 30 days, At risk. Automatic check-ins, review requests after project completion, reminder before contract end.
An example
A flow that runs from day one
All features in every plan. Starter free, Growth $49, Scale $97 per month. Compare plans
FAQ
Common questions
Can I use FinSuites for my clients too?
FinSuites is meant for your own business. If you want to resell the platform to clients, talk to us, we show you the right way.
How many users can my team have?
Growth: 3 users. Scale: unlimited. Roles and permissions per user, ownership per client.
Does this replace my project management tool?
No. FinSuites replaces CRM, email marketing, funnel builder, appointment booking and automation. For project delivery you keep your tool and connect it via webhook.
How fast is the system ready?
With ready-made systems from Growth in a few days. In the Custom Setup we build your complete agency system on your process.
More industries
Who else we build for
Ready?
Your sales runs while your team delivers.
Start for free and rebuild the discovery-call system today.