31 July 2026

CRM (Customer Relationship Management)

Feature Summary: CRM tracks the journey from capturing a potential customer to turning an opportunity into a sale. Leads and opportunities are separate record types; every opportunity carries an estimated amount and stage. The sales team's pipeline is visible in a single funnel view.

Raw Markdown (.md)

CRM tracks the journey from capturing a potential customer to turning an opportunity into a sale. Leads and opportunities are separate record types; every opportunity carries an estimated amount and stage. The sales team's pipeline is visible in a single funnel view.

Sub-Features

Leads

Leads record companies and people you're in contact with but who aren't customers yet. Source, …

Sales Opportunities

An opportunity record tracks the estimated amount, stage, and expected close date of a possible …

Sales Funnel View

The funnel view shows how opportunities are distributed across stages and the total expected revenue. …

Plugin Store

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Finis Code ERP

Finis Code

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Cloud Organization — info@finis.com.tr

TABLES

Currents

Contacts

Potential Customers

Opportunities

Sales Offers

Sales Orders

Purchase Requests

Purchase Orders

delivery notes

Invoices

Chart of Accounts

Accounting Vouchers

safes

Bank Accounts

Checks and Promissory Notes

Cost Centers

Budgets

Expense Categories

expenses

Fixed Assets

Product Recipes

Production Orders

General Settings Search Results Users Contacts Çağrı Güngör

Çağrı Güngör

Name Çağrı

Surname Güngör

Email —

Telephone —

Situation ACTIVE

Active true

Creation Date 28.07.2026 15:27

Updated Date 30.07.2026 10:45

Bound Current fe08041d-9af8-4ad3-b067-85e9ca519357

Registration Number 1458eac7-bce4-4438-aa51-97a745db7095

Organization 89091c80-6595-4a83-9df2-ff8adcdf9fd0

Is it deleted? false

FINİS AI

+ 🕘 —

Hello how are you

I'm fine, how are you? How can I help you?

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Cloud Organization — hasancagrigungor@gmail.com

Service: Active v0.0.4

Other Features

Account Cards

Product Cards

Sales Quotes

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