Every lead gets a follow-up.
Website enquiries land as leads, follow-ups go out on time, customers book themselves and approve your quotes online. Every conversation sits on one record.
From a website enquiry to a paid order.
Website form · score 82 · assigned to Wanjiku
- Every enquiry is a sale waiting to happen.
- Instead it's numbers on sticky notes, an enquiry nobody answered and a quote that went cold.
- With Cashfin every lead gets a follow-up, a booking or a quote, on time.
Plan a follow-up.
Set it once and Cashfin keeps in touch for you. Choose what Amina does and when, and watch the rest stop.
What does Amina do?
On which day?
2 of 5 sent. Stopped on day 3 because Amina replied.
Replies by email stop the plan on their own. SMS and WhatsApp go out one way.
- Day 0EmailSentThanks for asking about a wedding cake. Here are our sizes and prices.
- Day 2WhatsAppSentHi Amina, did you get a chance to look at the sizes?
- Day 4Task for WanjikuNot sentCall Amina to talk flavours.Day 3: Amina replied to your email. The plan stops here.
- Day 7SMSNot sentWe still have Saturday 14th free for your cake.
- Day 10EmailNot sentLast note from us: 10% off if you book this week.
First, a lead comes in.
From a form on your website, a popup or your own system. Cashfin scores it and gives it to the right person.
Amina W.Score 82
Catch every enquiry New lead, follow up Day 2 on time, book them in Fri 10:00 and get quotes Approved online.
Everything about customers, explained.
Where's a customer's history?
One page per customer with their orders, invoices, bookings, messages and notes. See what they've spent and what they still owe.
Accountant word: Customer profile
- Lifetime value
- Outstanding balance
- Every message and order in one place
Amina W.
One history per customer.
Every quote, booking, order and payment shows up on the customer's record, so whoever picks up the conversation knows what happened last.
Everything to win and keep customers: customer profiles, website leads, lead scoring, a pipeline, two-way email, follow-ups, booking pages and online quotes.
Questions people ask first
- Where do leads come from?
- Contact forms and popups on your Cashfin website, and anything connected through the API, arrive as leads on their own. Repeat enquiries merge into the same lead. You can also import a list or add leads by hand.
- Can I talk to customers from Cashfin?
- Yes. Email conversations are two-way and sit on the customer's record. You can also send SMS and WhatsApp messages from the record; replies to those come to your phone as usual.
- What is a follow-up sequence?
- A set of emails, texts, WhatsApp messages and reminders to yourself, spaced over days. It stops on its own when the lead replies by email or becomes a customer.
- Can customers book themselves?
- Yes. Share your booking page. They pick a time, fill in your form and can pay when they book. Reminders go out by email, SMS or WhatsApp, and they can reschedule or cancel from their own link.
- How do customers accept a quote?
- They open it online and approve it with one click. Approving creates the invoice and the payment link for you.
- Does it work with Google Calendar?
- Yes. New bookings are added to each staff member's Google Calendar.
Follow up with every lead today
Free to start, no card needed. Connect your website form and your first leads come straight in.
