More systems. Same simplicity.
The first system available in Finka handles outbound marketing end-to-end.
Client Onboarding
First impressions matter, but onboarding is often manual, inconsistent, and easy to forget.
Finka’s onboarding system is built to welcome new clients automatically, guide them through the right steps, and follow up when something is missing. From welcome messages to forms and reminders, the system ensures every client gets a smooth, professional start, without you needing to chase or check progress.
Pipeline Management
Deals often stall not because of lack of interest, but because follow-ups and next steps fall through the cracks.
The pipeline system in Finka is designed to keep opportunities moving forward automatically. It tracks progress, sends timely nudges, and surfaces moments where human input is needed. Instead of constantly checking your pipeline, you stay focused on closing, knowing the system is keeping things moving.
Follow-Ups
Consistent follow-up is one of the highest-leverage activities in any business, and one of the easiest to neglect.
Finka’s follow-up system ensures no conversation goes cold. It sends thoughtful, timed follow-ups based on real interactions and stops the moment someone replies. You get consistency without sounding robotic, and conversations progress naturally without manual effort.
Client Operations
Day-to-day client work often involves repetitive tasks that quietly consume time and attention.
The client operations system in Finka is designed to handle recurring actions automatically, updates, reminders, internal steps, and routine communication. Instead of managing processes, you rely on systems that execute reliably in the background, keeping clients on track without constant oversight.
Support Handling
Support requests shouldn’t create chaos or delays.
Finka’s support handling system is built to acknowledge requests instantly, route them correctly, and handle first responses where possible. Clients feel heard immediately, and your team only steps in when real judgement is needed. The result is faster responses, less stress, and a more professional support experience, without extra tools or complexity.
