Capture
Turn traffic into leads automatically.
- Web forms, funnels, and landing pages
- 2-way SMS, email, call tracking, and webchat widgets
- Instant lead routing rules by source, service, or territory
FinnyPi CRM Platform
All-in-One CRM, Built on a Proven Engine
FinnyPi CRM is powered by an industry-leading platform used by agencies and businesses worldwide. You get the full power of the underlying CRM — pipelines, automation, conversations, reporting — with our configuration, strategy, and ongoing support layered on top.
• Hosted, maintained, and supported by our team.
• No separate CRM contracts, servers, or plugins to manage.
Replace this image with your main dashboard screenshot Built for Your Entire Customer Journey
From the first click to long-term retention, FinnyPi CRM centralizes your marketing, sales, and service operations in one place — without duct-taped tools or messy spreadsheets.
Nurture
Never let a lead slip through the cracks.
- Multi-step SMS & email follow-up campaigns
- Ringless voicemail drops and forced calls
- Smart automation based on behavior and status
Close
Keep your pipeline organized and moving.
- Drag-and-drop deal pipelines and stages
- Task management and sales workflows
- Centralized notes, files, and call logs per contact
Retain
Stay in front of your best customers.
- Reactivation campaigns and win-back offers
- Reputation management and review requests
- Memberships, subscriptions, and ongoing nurture
Unified Conversations Inbox
View texts, emails, calls, and social messages in a single, organized thread for each contact. No more jumping between apps or losing context halfway through a conversation.
- • 2-way SMS, email, and call logging in one place
- • Assign conversations to team members with clear ownership
- • Use templates and snippets to respond faster and consistently
- • Optional webchat widget that routes chats into the same inbox
Visual Pipelines & Opportunities
Keep every lead and deal exactly where it belongs. Drag and drop opportunities through your stages, track projected revenue, and always know what needs attention today.
- • Custom pipelines for each offer, location, or department
- • Deal values, close probabilities, and expected close dates
- • Automatic stage changes triggered by workflows and actions
- • Simple views for owners, managers, and admins
Automation That Works Behind the Scenes
Replace repetitive manual tasks with reliable workflows. Trigger follow-ups, reminders, tasks, and notifications based on status, form submissions, pipeline movement, and more.
- • Visual workflow builder for non-technical users
- • Time-delayed sequences, conditions, and branching logic
- • Auto-assign leads to the right sales reps or teams
- • Internal notifications via email, SMS, and in-app alerts
Key Features at a Glance
You get the full power of a modern all-in-one CRM — configured, monitored, and supported by FinnyPi — so your team can focus on delivering results instead of managing tools.
- Unified conversations inbox (SMS, email, calls, social)
- 2-way texting with templates and quick replies
- Power dialer and call recording (where permitted)
- Webchat widget for any website
- Custom fields and tags for any business model
- Visual automation builder (workflows & campaigns)
- Pipeline and opportunity management
- Appointment calendars and booking links
- Task and reminder automation for your team
- Forms, surveys, and multi-step funnels
- Reputation and review management
- Detailed reporting on leads, deals, and revenue
- Attribution tracking by source and campaign
- Mobile app for field and remote teams
- Role-based access and audit-friendly logging
Custom Reporting & Attribution
Choose from a variety of reporting templates and build upon them. See exactly which campaigns, channels, and follow-ups generate revenue — and where leads fall out of the journey — so you can make confident, data-driven decisions.
Launch Your CRM with FinnyPi
We handle the setup, configuration, and ongoing optimization of your CRM — built on the same platform top agencies rely on — while you focus on serving clients and closing deals.