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.
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.
One-tap lead → client
Mark someone a lead and convert them to a client in one tap when they come on board — all their history stays attached, nothing moves.
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.
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Ready to ditch the spreadsheet?
Free for solo users. No credit card. Your books stay yours.