FiniteCRM · Complete manual
FiniteCRM — lead to closed, invoiced deal
The full reference for FiniteCRM: capture, pipeline, quoting, orders, support, automation and reporting — with the rules that keep your pipeline honest.
11 areasPipeline to cashAutomation built inPer-org isolation
L
Leads & Capture
Turn inbound interest into a tracked, scored opportunity you can work.
Features
| Feature | What it does |
|---|---|
| Leads | Name, company, email, source, score, value and next action. |
| Lead scoring | Raise the score as a lead warms up; the dashboard surfaces hot leads. |
| Lead sources | Where the lead came from, for channel attribution. |
| Convert | Creates the Account and Contact when the lead qualifies. |
How to
Capture and convert a lead
- Open Leads and choose New; record name, company, email, source, score, value and a next action.
- Work it and raise the score as interest grows.
- When qualified, choose Convert to create the Account and Contact.
Key rules & tips
- Always set a next action — empty next steps are how leads go cold.
- Hot leads surface automatically on the dashboard by score.
A
Accounts & Contacts
The company and the people inside it — your customer master.
Features
| Feature | What it does |
|---|---|
| Accounts | Company master with industry, size and owner. |
| Contacts | People at the account, with role and channel. |
| Relationships | Link contacts to accounts and to deals. |
How to
Add an account and its people
- Create an Account for the company.
- Add its Contacts with their roles and emails.
- Link the primary contact so it defaults on new deals.
Key rules & tips
- Converting a lead creates the account and contact for you — do not re-key them.
P
Pipeline & Deals
Drive every opportunity to close on a visual, drag-and-drop board.
Features
| Feature | What it does |
|---|---|
| Deals | Title, account, value, probability, close date and next step. |
| Pipeline board | Drag a deal across stages as it progresses. |
| Weighted forecast | Value multiplied by probability, rolled up. |
How to
Create and progress a deal
- Open Deals and choose New; set value, probability, close date and next step.
- Drag the deal across the pipeline board as it moves.
- Log activities against it until it is Won or Lost.
Read the forecast
- Open the pipeline dashboard.
- The weighted forecast sums value times probability.
- Filter by owner or period to see committed vs best-case.
Key rules & tips
- The weighted forecast is value multiplied by probability — keep both honest.
- A stalled deal usually has no next step set.
A
Activities & Tasks
Every call, meeting and task, logged against the right record with reminders.
Features
| Feature | What it does |
|---|---|
| Activities | Calls, meetings and tasks with due dates. |
| Reminders | Never miss a follow-up. |
| Timeline | A full history on each lead, contact and deal. |
How to
Log an activity
- Open the lead, contact or deal.
- Add an Activity (call, meeting or task) with a due date.
- Mark it Done when complete; it stays on the timeline.
Key rules & tips
- Log activities against the deal, not in isolation, so the timeline stays complete.
Q
Quotes, Price Books & CPQ
Configure, price and quote — with guardrails on discounting.
Features
| Feature | What it does |
|---|---|
| Products | The catalog you sell. |
| Price books | Segment or currency-specific pricing. |
| Quotes | Built from products and price books. |
| CPQ rules | A discount over 15% routes for approval. |
How to
Build a quote
- Open Quotes and choose New for the deal.
- Add products — prices pull from the price book.
- Send it once approved; a discount over 15% is flagged first.
Set up a price book
- Open Price books and create one for the segment or currency.
- Add items with their prices.
- Attach it so quotes price automatically for those customers.
Key rules & tips
- Discounts over 15% route for approval before the quote can be sent.
O
Orders & Quote-to-Cash
Turn a won deal into revenue: quote to order to invoice, with returns and commissions.
Features
| Feature | What it does |
|---|---|
| Sales orders | Confirmed orders, convertible to invoice. |
| Quote-to-cash | Accepted quote auto-converts to an order. |
| Sales returns | RMA and credit handling. |
| Commissions | Calculated on closed sales. |
How to
Convert quote to cash
- From the accepted quote, convert to a Sales order.
- Convert the order to an Invoice and send it.
- Payment closes the loop; commission calculates on the close.
Handle a return
- Open Sales returns and create one against the order.
- Record the items coming back.
- Issue the credit.
Key rules & tips
- An accepted quote auto-converts to a sales order — no re-keying.
C
Campaigns & Marketing
Attribute leads to channels and see what actually works.
Features
| Feature | What it does |
|---|---|
| Campaigns | Track the leads a campaign generates. |
| Source tagging | Tag each lead with its source. |
| Conversion by source | See which channels convert on the dashboard. |
How to
Run a campaign
- Create a Campaign.
- Tag incoming leads with the right source.
- Review conversion by source to double down on what works.
Key rules & tips
- Tag the source on every lead — it is the only way to measure channels.
S
Support & Cases
Handle customer issues consistently, with reusable answers.
Features
| Feature | What it does |
|---|---|
| Tickets / Cases | Logged with priority and status. |
| Solutions | A reusable knowledge base of answers. |
How to
Resolve a case
- Log a Ticket with a priority and status.
- Attach a reusable answer from Solutions where it fits.
- Update the status through to resolution.
Key rules & tips
- Move the status through to resolution so nothing sits open silently.
A
Automation & Sequences
Remove the busywork: auto-assign leads and nurture with drip emails.
Features
| Feature | What it does |
|---|---|
| Workflow automation | Round-robin lead assignment and auto-create deal. |
| Drip sequences | Multi-step email sequences on a scheduler. |
| Enrollments | Add contacts to a sequence. |
How to
Turn on round-robin assignment
- Open Automation and add a workflow.
- Choose the round-robin assignment action.
- New leads now distribute evenly across the team.
Enrol in a drip sequence
- Build a multi-step sequence.
- Enrol the contacts.
- Steps send automatically on the schedule.
Key rules & tips
- Drip sequences are gated — the owner enables sending and configures SMTP first.
R
Reports & Forecasting
See the pipeline, the forecast and the trend at a glance.
Features
| Feature | What it does |
|---|---|
| Dashboards | Pipeline, activity and conversion KPIs. |
| Pipeline reports | By stage, owner and period. |
| Exports | Download any list for offline analysis. |
How to
Read the pipeline dashboard
- Open the dashboard.
- Check the weighted forecast and stage distribution.
- Filter by owner or period to spot risk early.
Key rules & tips
- The forecast reflects weighted deal value, not raw pipeline — read both.
A
Administration & Access
Users, roles and rock-solid tenant isolation.
Features
| Feature | What it does |
|---|---|
| Users & Roles | Invite teammates and set access. |
| Data isolation | Each organisation runs on its own schema. |
| Settings | Pipeline stages, sources and fields. |
How to
Invite a user and set access
- Open Admin and Users, then invite by email.
- Set the role and what they can reach.
- They sign in with the single FiniteAccounts login.
Key rules & tips
- Each organisation is schema-isolated; CRM data never crosses tenants.