A CRM That Talks Directly to Your Books
Track leads, contacts, and sales activities in the same system as your ledger, so a closed deal becomes revenue, commission, and forecast data without re-entry.
What sales CRM does
A standalone CRM tracks leads and deals, then someone re-keys the closed-won ones into accounting. Fintra's sales CRM tracks leads, contacts, and sales activities directly inside the finance OS, so a closed deal is immediately available to revenue, commission, and forecasting without an integration or a manual handoff.
- Leads, contacts, and sales activities tracked in one place
- Closed-won deals flow directly into revenue recognition and commission calculation
- No separate CRM-to-accounting sync or re-keying of deal data
- Sales activity visible alongside the customer's billing and payment history
Core capabilities
| Capability | What it does | What it replaces |
|---|---|---|
| Lead and contact tracking | Manages leads and contacts through the sales cycle | A spreadsheet of prospects |
| Activity logging | Tracks calls, emails, and meetings per lead or account | Sales activity scattered across inboxes |
| Closed-deal handoff | Feeds closed-won deals into revenue and commission | Manually re-entering closed deals into accounting |
| Unified customer view | Shows sales history alongside billing and payments | Switching between CRM and accounting systems |
How it works
From lead to booked revenue
- 1
Capture the lead
Add a lead and contact, and log activities as the relationship develops.
- 2
Track the pipeline
Move the deal through stages, visible alongside your sales pipeline view.
- 3
Close the deal
A closed-won deal creates the customer record and quote or invoice directly.
- 4
Flow to finance
Revenue recognition and commission calculation pick up the closed deal automatically.
One system, one source of truth
Because sales activity and financial data live in the same system, there is no reconciliation between what sales reports as closed and what finance recognizes as revenue - they are the same record, viewed from two angles.
What stays connected
- Lead and deal history tied to the resulting customer record
- Closed-won deals linked to the invoice or revenue recognition schedule they generate
- Sales activity visible to finance when reviewing a customer account
Frequently asked questions
Is this a full-featured CRM like Salesforce?
Fintra's sales CRM covers leads, contacts, activities, and pipeline tracking for small businesses that want sales and finance in one system, rather than the extensive customization of an enterprise CRM. Its advantage is that closed deals flow directly into revenue and commission without an integration.
What happens when I mark a deal closed-won?
The deal generates the customer record and quote or invoice directly, and depending on your revenue recognition setup, the appropriate recognition schedule and commission calculation pick it up automatically - no re-entry into a separate accounting system.
Can I track sales activities like calls and emails?
Yes. Activities are logged per lead or contact, giving a chronological view of the relationship alongside pipeline stage, so anyone picking up an account can see both sales history and - for existing customers - billing history in one place.
Do I need a separate integration to connect the CRM to accounting?
No. Because the CRM and the general ledger are modules of the same system, there is no integration to build or maintain between sales activity and financial data - they share the same customer and deal records natively.
Stay in the loop
One practical finance briefing a week - new guides, checklists, and benchmarks.
Close a deal, watch it become revenue
Start free, no card required. Track your sales pipeline in the same system as your books.
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