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Add a private or business customer and open their customer details.

Add a customer

Add and maintain the people connected to a business customer.

Manage contacts for a business customer

Search the contact list and filter it by customer or contact type.

Find and filter customers

Update customer information and open the customer's related activity.

Manage customer details

Save internal notes and supporting files on a customer record.

Add customer notes and files

Turn a lead into a quote, job, or order and carry its customer information forward.

Convert a lead to a quote, job, or order

Create a lead from a form template and add its customer and service information.

Create a lead

Find leads, update their details and status, and archive or delete them.

Manage leads

Customers and leads

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

Prototype answer unavailable

I’ve got this page open. Ask me anything about it and I’ll answer from the docs.