The CRM module
One customer record. Every team. Every conversation.
Your assistant captures the person and books the follow-up. Your team works the deal. Everyone reads the same record, without the export-and-import dance between tools.
Inside the CRM
Six screens, one customer record.
Each screen is a different view of the same data, so you never duplicate work, never lose context, and never wonder which tool has the latest version.
Contacts
The people you do business with, each holding as many phone numbers as they have, their email, and their handle on every messaging app they wrote from.
Companies
Account records with their own email address, so mail from billing@ files under the company even when nobody there is a contact yet. A person can belong to more than one.
Deals
Your pipeline as a board or a table, with value, currency, probability, expected close date and an owner. Save a view and share it with the team.
Tasks
Follow-ups and callbacks on boards you name yourself, or as a table or a calendar. Every task knows whether a person, an assistant, a conversation or a workflow created it.
Duplicates
Fineguide looks for the same person twice in the background and puts the pairs here, with the evidence, for someone to confirm or dismiss.
Reports
Open pipeline, weighted forecast, win rate, average days to win, deals by stage, and a leaderboard by owner.
The customer record
Identity that survives the channel switch.
A customer who writes on WhatsApp on Monday and calls on Tuesday is the same customer. Fineguide links them by email address, by phone number, and by the identity they carry on each messaging app, and keeps the record whole from there.
- Someone who writes from Telegram, WhatsApp, Instagram or Facebook becomes a contact automatically, with that handle stored alongside the others
- Inbound email files the thread under every external person on it, creating the contacts it needs
- Duplicates are found by name similarity and by hard signals, such as a WhatsApp number you already have on file, then confirmed by a person, never merged behind your back
- A merge moves every deal, task, conversation, tag and file across in one go, and keeps the record it replaced rather than deleting it
- One page per customer: what happened, their conversations, email, deals, tasks, files and your team comments
Working the pipeline
Structure your team will actually keep to.
A pipeline is only useful if the fields match the way you sell. Stages, reasons, task types and custom fields are yours to define, and the reporting follows whatever you set.
- Stages and forecast
- Each stage carries a probability, and the forecast weights every open deal by the stage it sits in.
- Why deals close
- Winning or losing a deal asks for a reason, from lists your organisation defines, so the report says more than how many.
- Deals going stale
- Set how long a deal may sit in a stage. Past that, the board flags it as untouched rather than leaving it to rot quietly.
- Your own fields
- Add fields to contacts, companies, deals and tasks: text, number, date, checkbox, or a list to pick from. Filter and search on them. Fields your assistant collects appear here on their own, marked as its work.
- Task types
- Define the kinds of work your team does, each with its own fields and its own defaults for priority, duration, due date, assignee and department.
- Calendar
- Tasks sync both ways with Google Calendar, so a callback booked in the CRM is in the diary and the other way round.
Getting data in and out
No copy and paste between systems.
Records arrive from the conversations you are already having, from the files you already hold, and from the systems you already run.
- Assistants capture the person mid-conversation and book a follow-up task, rather than leaving a note nobody reads
- Import contacts from CSV, TSV, XLS or XLSX, map the columns yourself, and let it run in the background
- Export the contacts you have selected to CSV, choosing which fields and in what order, custom fields included
- Workflows create and update contacts, companies and deals, move a deal to the next stage, add tags and raise tasks
- A REST API with your own keys covers contacts, companies, deals, tasks, tags, comments and custom fields
- Contacts and companies carry an external id, so a sync from your ERP or shop can run again without making copies
Stop juggling tabs.
See how Fineguide CRM compares to whatever stack you are running today.