Overview
FiniteCRM tracks the whole revenue journey — leads, deals, quotes, orders and support — with a visual pipeline, automation and a REST API, all scoped to your organization.
Features
Lead capture & scoring
Capture leads with source and score; convert to account + contact.
Visual pipeline
Drag deals across stages; weighted forecast = value × probability.
Quote-to-cash
Quote → Sales Order → Invoice from products and price books.
Support desk
Tickets and cases with priority, solutions and resolution flow.
Automation
Round-robin assignment, deal creation and drip sequences.
REST API & webhooks
Automate leads, deals and invoices over a JSON API.
Getting started
Sign in at crm.finiteskills.com. The sidebar holds Leads, Deals, Accounts, Contacts, Products and Support. Every list is a grid with + New, row-click to edit and export.
Capture & convert leads
Leads → New (name, company, source, score). Work the lead and always set a next action. When it qualifies, Convert creates the Account and Contact in one step.
Manage the pipeline
Create a Deal (value, probability, close date) and drag it across the Pipeline board. The weighted forecast is value × probability, so your dashboard reflects reality.
Quote to cash
Build a Quote from products and price books, convert the accepted quote to a Sales Order, then raise the Invoice. CRM and ERP share the same Accounts organization.
Support & automation
Log tickets and cases with priority, reuse answers from Solutions, and move status to resolution. Workflow automation handles round-robin assignment, deal creation and drip sequences; the REST API automates the rest.
Tutorials
1Capture and convert a lead
- Open Leads → New and enter name, company, source and score.
- Work the lead and log a next action.
- When it qualifies, click Convert — an Account and Contact are created.
- Create a Deal against the new account to start the pipeline.
2Work a deal to close
- Open Deals → New (value, probability, close date).
- Drag the deal across the Pipeline board as it progresses.
- Attach a Quote, then convert the accepted quote to a Sales Order.
- Raise the Invoice and mark the deal Won.