What it covers
- Leads
- Deals
- Follow-ups
- Customer history
What you get
- One customer record
- Deals and follow-ups sit next to the same customer’s invoices and payments.
- Follow-ups that don’t slip
- Keep track of who to call back and when.
- From lead to invoice
- When a deal is won, the customer is already in your books.
Add CRM
It takes about a minute. You can also ask Fintra, and it will offer to install the module in the chat.
- 1
Open Modules
In Fintra, go to Settings and choose Modules. You’ll see every module and whether it’s installed.
FintraSettingsModules - 2
Install the module
Choose Install on the module you want. It takes about a minute, and you can keep working while it sets up.
Only an owner or admin can install. Anyone else sees “Ask your workspace admin”.
- 3
Ask Fintra about it
Modules marked Chat ready work with Fintra straight away. Suggested questions for the module appear on the chat screen.
Good to know
- CRM works in Balnzed. Fintra can’t answer CRM questions yet.
Stuck on a step?
Our team will walk you through it.