Leads and CRM come to Finye
Capture, track and convert prospects with Finye's built-in leads and CRM, including an embeddable web form for your site.
Winning new clients deserves the same structure as serving them. Finye now includes leads and CRM, so you can capture prospects, track them through your pipeline and convert them into clients without leaving the product you already run your practice in.
Capture leads automatically
Every enquiry should land somewhere reliable. Finye gives you an embeddable web form you can drop onto your website, so prospects who get in touch become leads in your pipeline instantly.
- Embeddable form — add it to your site and collect enquiries straight into Finye.
- One pipeline — every lead in a single, structured place.
- No lost enquiries — nothing slips through a personal inbox.
Track the pipeline
Move leads through your stages, record notes and next steps, and see at a glance where each opportunity stands. With custom fields you can capture the details that matter for qualifying a prospect — entity type, services needed, expected value — and filter your pipeline accordingly.
Convert to client in one step
When a lead says yes, convert it to a client directly in Finye. Their details carry across into your unified Clients and Contacts, so there's no re-keying and no gap between winning the work and starting it. From there you can spin up jobs, templates and a portal invite immediately.
Part of one connected system
Because leads live alongside your clients, jobs and helpdesk, the whole client lifecycle — from first enquiry to ongoing compliance — runs in one place. Pair leads with reminders so follow-ups never lapse, and with chat so your team can collaborate on closing.
How to get started: Open Leads to set up your pipeline, grab the embeddable form from Settings → Lead form and add it to your website, then convert won leads to clients in a click.