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Featuresβ€ΊCRM
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FINOVA MODULE

CRM

Never lose a lead. Never miss a follow-up.

FinovaOS's built-in CRM keeps your sales pipeline organized. Manage leads, log interactions, set follow-up reminders, and track opportunities from first contact to closed deal β€” all linked to your accounts.

Full
Pipeline view
Auto
Reminders
1-click
Invoice creation
360Β°
Customer view

What's included

Everything you need β€” nothing you don't.

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Lead Management

Capture and qualify leads from any source. Assign to team members.

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Interaction Logs

Record calls, meetings, emails, and notes against each contact.

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Follow-Up Reminders

Set reminders so no lead falls through the cracks.

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Pipeline View

Visualize your sales pipeline by stage. Drag and drop deals.

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Opportunity Tracking

Track deal value, close probability, and expected close date.

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Customer History

See every invoice, payment, and interaction for each customer.

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Sales Reports

Win/loss analysis, conversion rates, and revenue by salesperson.

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Account Integration

Convert an opportunity to an invoice in one click.

WHO IT'S FOR

Built for businesses like yours

Whether you're running a single outlet or a multi-branch operation, CRM adapts to your workflow.

Sales teams
Service businesses
Distributors
B2B companies
Any business with a sales process

Works great with

These modules connect seamlessly with CRM.

🏷️ 75% OFF β€” FIRST 3 MONTHS

Ready to try CRM?

All modules included in every plan. No add-on fees.

Business OS
β€” All-in-one platform for modern businesses
FinovaOS
FinovaOS
by Finova Forge

Invoicing, inventory, accounting, payroll, and more β€” unified in one platform built for businesses of every size.

50+
Modules
99.9%
Uptime
Get in Touch
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Take Control of Your Business Today

Stop wasting time on spreadsheets. Automate invoicing, payments, and reporting. Get real-time insights with AI-powered analytics. Scale with confidence.

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FinovaOSβ„’ is a product of Finova Forge

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CRM β€” FinovaOS