A CRM That Connects to the Cash
Score leads on an explainable 0–100 model, move them through clear stages, and hand accepted quotes straight to billing - a pipeline that lives on the same ledger as your books.
What the Fintra CRM does
Most SMB CRMs are islands: leads live in one tool, quotes in another, and the invoice in accounting, so the handoffs leak. Fintra’s CRM-lite pipeline is built into the finance OS, so a lead’s quote status advances its stage, an accepted quote becomes an invoice, and a won deal credits the rep - all without export-and-import between systems.
- Explainable lead scoring from 0–100 with every point attributable
- Clear stages: new, contacted, qualified, proposal, negotiation, won, lost
- CSV import to bring your existing pipeline in
- Tight links to quoting, invoicing, and commissions
Lead scoring you can explain
| Factor | Max points | What it rewards |
|---|---|---|
| Source | 15 | Referrals and partners over cold outbound |
| Value | 20 | Larger estimated deal size |
| Stage | 25 | Further down the funnel = more real |
| Recency | 15 | Recent activity = warm |
| Completeness | 15 | Email, phone, contact on file |
| Engagement | 10 | Number of logged touchpoints |
The score is a pure function of the lead’s data - the same inputs always produce the same score, and a factors breakdown explains exactly why. No opaque AI black box deciding who is hot.
Know the next best action
From lead to cash, one system
- Quote status changes advance the linked lead automatically
- An accepted quote converts to an invoice and can fire a commission event
- Pipeline probability by stage feeds your revenue forecast
- Everything reconciles because it shares the ledger
Frequently asked questions
Is Fintra a full CRM replacement?
Fintra includes a CRM-lite pipeline with lead scoring, stages, and CSV import, tightly linked to quoting and billing. For teams that want sales and finance in one system, it can replace a separate CRM; teams committed to a heavyweight CRM still benefit from running quote-to-cash and commissions on the same ledger.
How does the lead scoring work?
It is a deterministic 0–100 score summed from six factors - source, value, stage, recency, completeness, and engagement - each with a fixed maximum. The same inputs always produce the same score, and a factors breakdown explains every point, so scoring is transparent rather than a black box.
Can I import my existing leads?
Yes. Fintra supports CSV import, so you can bring your current pipeline in and start scoring and moving leads through stages immediately, rather than re-entering them by hand.
How does the CRM connect to invoicing?
A lead’s linked quote drives its stage, and when the quote is accepted it converts to an invoice on the ledger and can fire a booking commission event. The lead, quote, invoice, and payout share one system, so the sales-to-finance handoff has no gap.
Stay in the loop
One practical finance briefing a week - new guides, checklists, and benchmarks.
Run a pipeline that reaches the ledger
Start free, no card required. Score leads and turn accepted quotes into invoices.
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