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Fintesk Documentation

website·Indexed 31 days ago

https://docs.fintesk.com

Documentation and knowledge base for Fintesk, covering the Fintesk API v2 (version 2.0.27) for activities management, as well as guides on deal and contact management, custom data fields, user permissions, and data import/export processes.

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What's inside Fintesk

  2. Centralize lead and customer data using a CRM

    A CRM system consolidates all lead and customer information into a single, accessible database. This creates a 'single source of truth' that eliminates data silos across departments or spreadsheets, providing sales and marketing teams with a holistic view of every interaction, preference, and purchase history. This allows for more informed, personalized communication tailored to the lead's specific needs and stage in the buying process.

  3. Positioning Fintesk.com for NGO Management

    Fintesk.com is designed as a specialized financial backend tool (Best-of-Breed) rather than a traditional Customer Relationship Management (CRM) system. While it does not replace donor-focused CRMs, it professionalizes the financial backend of an NGO by providing robust solutions for treasury management and bank reconciliation, bridging the gap between fintech logic and social missions.

  4. Manage Organization contacts in Fintesk

    Organizations represent businesses or collections of contacts. They store company-level data such as mailing addresses and industry information. Organizations can be linked to multiple person contacts and can have multiple open deals associated with them.

  6. Align Sales and Marketing teams via shared CRM data

    A CRM facilitates collaboration between sales and marketing by providing a shared view of lead data, activities, and progress. This alignment ensures a smoother transition of qualified leads from marketing to sales and eliminates misunderstandings. Marketing teams can identify which campaigns generate the highest quality leads, while sales teams provide feedback to optimize the overall lead management strategy.

  7. Evaluate Salesforce for SME implementation

    Salesforce is a highly customizable cloud CRM suitable for all business sizes. For SMEs, it has a steeper learning curve due to its extensive feature set. Pricing starts with the Starter Suite at $25 per user/month (billed annually), with Professional, Enterprise, and Unlimited tiers available for higher customization needs.

  8. Understand and use the Deal Detail View

    In Fintesk, a deal tracks an ongoing transaction with a person or organization as it moves through pipeline stages toward a 'WON' or 'LOST' status. The deal detail view provides a centralized location to see linked contacts, products, and activities. Key characteristics include:

    • Deals can be linked to a person or organization; updates to the linked entity are reflected within the deal.
    • Both activities and products can be linked to a deal.
    • Deals serve as a log for all events and movements throughout the sales process.

  9. Manage sales opportunities with Deals

    Deals in Fintesk track ongoing transactions with persons or organizations. They move through pipeline stages until they are marked as 'won' or 'lost'. Deals aggregate all actions taken to close a sale and pull associated information from the linked person or organization into the deal's detail view. Any action performed on a deal is automatically reflected in the linked person/organization record.

  10. Understand Fintesk User and Company account structures

    In Fintesk, creating an account automatically generates both a user account and a company account. The company account represents your organization and allows you to invite colleagues as users to share access to the same database. Alternatively, you can join an existing company account via an invitation from another user, in which case your data access and privileges are determined by the company owner or administrator.

  11. Manage individual customer contacts (Persons)

    Persons are individual customers. Each person can be linked to one organization and can have multiple open deals simultaneously. Information such as scheduled activities or emails are tracked in the person's detail view.

  12. Manage custom data fields in Fintesk

    Fintesk allows you to extend the default data models for deals, contacts, organizations, and products by adding custom fields. This enables the customization of sales processes or any other business process to meet company-specific data requirements beyond the provided default fields.