Capture and convert leads

Use the embeddable web form and CRM to capture enquiries and convert them into clients in a few clicks.

Growing your practice starts with capturing enquiries reliably. Finye's leads and CRM module collects prospects through an embeddable web form, tracks them through your pipeline and converts won leads into full clients without re-keying anything.

Capture leads automatically

Open Settings → Leads (or the Leads area).
Configure the embeddable web form with the fields you want to capture.
Copy the embed code and add it to your website or landing page.
New enquiries now flow straight into Finye as leads.

You can also add leads manually for referrals, calls or events, so every prospect lives in one place.

Work your pipeline

Track each lead through stages, assign an owner and record notes as conversations progress. Use custom fields to capture details that matter to your firm, such as service interest or estimated value.

Stay responsive

Set reminders so follow-ups never slip.
Route new-lead alerts to Slack, Teams or Google Chat.
Use board views to see where every prospect stands.

Convert to a client

When a lead is won, convert it to a client in a few clicks. Finye carries the details across into a unified client record with contacts, so you can begin onboarding, set up jobs and connect them to your usual workflows immediately. There is no duplicate data entry and no risk of losing the context you captured during the sales conversation.

Tip: Keep your web form short; ask only for the few details you need to start a conversation, and gather the rest once the lead replies.