Launchpad

Identify and reward your most loyal repeat customers

Client Loyalty Tracking

Set up automatic communications to nurture client relationships

Automated Client Follow-Ups

Group clients automatically for targeted marketing and communications

Client Segments

Turn successful leads into client records when they become customers

Converting Leads to Clients

Track and nurture potential customers through your sales pipeline

Managing Leads

View all bookings and reservations made by a client

Client Booking History

Combine duplicate client records into a single, complete profile

Merging Duplicate Clients

Record important information and observations about your clients

Adding Client Notes

View and manage all past interactions with your clients

Client Communication History

Find specific clients quickly using filters and search

Filtering Clients

Organise your clients with custom tags for easy filtering and grouping

Creating Client Tags

Add businesses and organisations to your CRM database

Adding a Client

Configure how much advance notice you need for bookings

Setting Product Lead Time

Learn how to manage clients, contacts, and relationships in Launchpad

Understanding Your CRM

Hayden Zammit Meaney

Add, manage, and track your clients — from prospect to loyal customer.

Clients

Create a custom design with text, images, and links

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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.

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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.

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