CRM Solutions
The Finisher CRM helps teams manage leads and contacts, track deals, and organize sales workflows. Current packages and features are listed on the product page.
The Finisher CRM Solutions
CRM tools for organizing leads, contacts, deal pipelines, and sales workflows.
Sales Pipeline
Organize client leads and contacts, then track deals through a visual sales pipeline.
Keep track of sales opportunities and their progress through pipeline stages.
- ✓Lead & Contact Management
- ✓Product Catalog & Line Items
- ✓Sales Pipeline & Kanban View
Quotes & Reporting
Support sales operations with product catalogs, quotes, invoices, reports, and team tools available by package.
Higher packages list additional user seats, team filters, KPI reports, email workflows, and custom enterprise options.
- ✓Multi-branch and department filtering
- ✓KPI reporting and email workflows
- ✓Custom enterprise options by agreement
Need Custom CRM Workflows?
Our lead software architects can customize pipeline stages, API integrations, and reporting dashboards for your business.