Finchbyte CRM & client portal
The CRM behind every Finchbyte funnel
Our CRM connects your website, ads, forms, WhatsApp and sales team, so you can see every lead's full journey and which marketing actually produced revenue.
Built for sales funnels
Visitor journey tracking
See which pages a lead viewed, which ad they came from and when they came back, even before they filled in a form.
Lead scoring
Every lead is scored on fit and buying intent, so your team calls the hottest leads first.
Tracked links
Send personalised links by email, SMS or WhatsApp and get alerted when a prospect opens your proposal.
Pipeline & tasks
A clear pipeline with stages, reminders and notes, shared by your sales team and ours.
Automations
Follow-ups and alerts that run automatically when a lead takes an action or goes quiet.
Client portal & reports
Live dashboards and scheduled weekly or monthly reports for every service you use.
Frequently asked questions
Is the Finchbyte CRM included with your services?
Yes. Every sales funnel we build runs on the Finchbyte CRM, and your team gets access to work your leads and see reports.
Can I connect my existing tools?
We connect Google Analytics, Search Console, Google Ads, Meta, LinkedIn, WhatsApp and your website. Leads can also be sent to your existing CRM if you have one.
See the CRM in action
Book a free growth audit and we will walk you through a live demo.
Get my free growth audit