FYNZ
GROW · CRM & pipelines

Every lead gets a name, a stage, and a next step.

Leads from calls, forms, and DMs land on one visual pipeline. Drag them from new to won — and see exactly where every deal stands.

What it does

Everything crm & pipelines handles for you

One record per customer

Every conversation, booking, payment, and note in a single profile — no more digging through five apps to remember who someone is.

Visual drag-and-drop pipeline

Stages you define, deals you drag. A glance tells you what's new, what's stalling, and what's about to close.

Automatic lead capture

Missed calls, web forms, and social DMs create leads by themselves — nothing depends on you remembering to type it in.

Follow-up that fires itself

A lead sitting too long in a stage triggers the nudge you'd have sent anyway — before they go cold.

Tags, filters & smart lists

Slice your list by service, spend, last visit, or anything else — then message exactly that group.

Works with the whole platform

Bookings, invoices, and campaigns all read from the same CRM — one source of truth across FYNZ.

How it works

Up and running in minutes

STEP 01

Connect your channels

Phone, web form, Instagram, Facebook — anywhere leads come from.

STEP 02

Name your stages

Use the default pipeline or shape it to how you actually sell.

STEP 03

Watch leads flow in

New inquiries appear on the board automatically, already tagged with their source.

STEP 04

Drag to won

Move deals forward; FYNZ handles the follow-ups and the record-keeping.

FAQ

Common questions