Using FinovaOS CRM to Convert More Leads into Paying Customers

FinovaOS's CRM module connects your customer relationships directly to your financial data. When a deal closes, an invoice is created automatically. When a payment is received, the CRM updates. Here's how to use it effectively.

Setting Up Your CRM Pipeline

Go to CRM → Contacts → New Contact. Add your leads, customers, and partners. Assign them a type (Lead, Customer, Supplier, Partner) and link them to your Chart of Accounts if they're also accounting parties.

Managing Opportunities

For each potential deal, create an Opportunity. Set the deal value, probability percentage, expected close date, and current stage (Lead → Prospect → Negotiation → Won/Lost). FinovaOS shows your pipeline value and win probability at a glance.

Logging Interactions

Every call, meeting, email, and site visit can be logged against a contact. Set follow-up reminders. FinovaOS's activity feed gives you a complete history of every interaction with every customer — accessible to your entire sales team.

Connecting CRM to Finance

When an opportunity is marked as Won, FinovaOS can automatically create a Quotation or Sales Invoice from the deal data. No double entry. No errors. The financial record is created the moment the sale is confirmed.

• ✓Contact profiles with full interaction history
• ✓Pipeline view with deal values and stages
• ✓Automatic invoice creation from won opportunities
• ✓Follow-up reminders and activity tracking
• ✓Contact documents — proposals, contracts, agreements
• ✓Notes — private or shared with team