CRM & lead management
- Lead pipeline with customisable stages
- Follow-up reminders and activity logging
- Convert a lead to a customer and raise an invoice in one click
- Customer communication history linked to their account
- WhatsApp-friendly — log conversations against leads
CRM and lead management: how it works
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Capture the lead
Add a lead and place it in the right stage of your pipeline.
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Follow up
Log calls and WhatsApp conversations and set reminders for the next step.
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Win the deal
Move the lead through your stages as the conversation progresses.
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Invoice in one click
Convert the lead to a customer and raise the invoice without re-typing details.
From first contact to paid invoice
Most small businesses track leads in a notebook, a spreadsheet, or their phone's WhatsApp chats. Follow-ups get missed, and when a deal is won someone types the customer's details into the accounting system all over again.
Finivo.pk puts your sales pipeline and your accounts in one place. Track every lead from first contact to closed deal, then convert the lead to a customer and raise an invoice in one click — without re-entering a single detail.
A pipeline that fits how you sell
- Custom stages: set up the pipeline stages your team actually uses
- Follow-up reminders: never lose a lead because nobody called back
- Activity logging: record calls, meetings, and messages against each lead
- WhatsApp-friendly: log WhatsApp conversations against leads so the history is not trapped in one person’s phone
- Full history: customer communication history stays linked to their account
Pair it with payment reminders to follow up on invoices once the deal is won.
Sales and accounts, finally connected
Because leads become customers inside the same system, every invoice, payment, and statement is already tied to the conversation that won the deal. Sales invoices can be submitted to FBR with FBR Digital Invoicing, and contracts or quotes can be attached with document management.
Chasing payment after the sale? Read our guide to reducing overdue invoices.
Who uses CRM and lead management
- Sales teams managing enquiries from calls, WhatsApp, and walk-ins
- Service businesses that quote before they invoice
- Distributors and B2B suppliers with repeat customers
- Owners who want to see the sales pipeline next to the accounts
CRM and lead management is included in the Growth and Enterprise plans. Compare plans and pricing.
CRM and lead management: frequently asked questions
Can I customise the pipeline stages?
Yes. The lead pipeline has customisable stages.
Can I log WhatsApp conversations?
Yes. You can log WhatsApp conversations and other activity against each lead.
How do I turn a lead into an invoice?
Convert the lead to a customer and raise an invoice in one click — the details carry over automatically.
Will I be reminded to follow up?
Yes. Set follow-up reminders on leads so no enquiry is forgotten.
Is the CRM separate from my accounts?
No. The CRM is part of Finivo.pk, so customer history, invoices, and payments are linked to the same account.
Works together with
Reminders
Never miss a payment deadline, tax date, or follow-up. Assign tasks to team members with due dates.
Explore Reminders →FBR Invoicing
Directly connected to FBR's Point of Sale system. Generate, validate, and submit FBR-compliant invoices without leaving the platform.
Explore FBR Invoicing →Documents
Attach files to any transaction — invoices, receipts, contracts. Search across all documents from one place.
Explore Documents →