Client management that follows the job all the way to paid
Most client management tools stop at the contact record. Fynl.io carries the same client through the booking, the quote, the contract, the deposit and the final invoice.
From enquiry to paid, in one place
A service business does not lose clients at the start. It loses them in the gaps — the quote that took four days, the booking confirmed by text and forgotten, the invoice nobody chased.
- The enquiry arrives from your own website form, straight onto the pipeline.
- The client books themselves into your calendar.
- The quote goes out with a deposit link on it.
- The contract is signed against the same client.
- The invoice and the reminder happen without you remembering.
- CRM and pipeline — contacts, tags, smart lists, and a drag-and-drop pipeline. Every website form lands here as a lead.
- Calendar and booking — a page clients book into, with reminders.
- Quotes, contracts and invoices — send a quote, take a deposit, invoice the balance.
- Your Gmail inbox, inside — the whole thread sits on the contact instead of in a separate app.
- Websites and forms — build the page, and the enquiry arrives in the same system.
- Automations — the follow-up you keep meaning to send, sent.
What it costs
| Plan | Price | Who it is for |
|---|---|---|
| Starter | $49/month per business | One business, all six tools |
| Agency | $149/month | Unlimited sub-accounts, for people running several businesses or clients |
No setup fee. We import your contacts and pipeline for you.
The AI runs on your own API key
Most platforms resell AI to you with a margin on top. Fynl does not. You connect your own Claude or ChatGPT API key, you pay the model provider directly at their rates, and Fynl charges nothing on that usage. You keep the key, and you can revoke it whenever you like. An API key is not the same as a ChatGPT Plus or Claude Pro subscription — those only work inside their own apps. You create the key on the company's developer site (console.anthropic.com or platform.openai.com) and pay only for what you use; Claude Max plans include monthly API credits you can put toward it.
In practice the AI writing, summarising and drafting inside the portal costs you cents rather than a per-seat add-on. For a whole team of AI agents that drafts replies, follow-ups and posts on a schedule, see AI agents for your kind of business (an add-on, $19.99 a month).
What it does not do
No SMS text messaging and no phone calls yet. If your business runs on texting today, say so before you switch — we would rather tell you now than have you find out in week two.
Who it suits
Photographers and studios, body shops and trades, clinics and practices, contractors and consultants — anyone where one person is both doing the work and chasing the paperwork.
Questions
Can clients book themselves?
Yes, into a calendar page with reminders.
Can I take a deposit?
Yes, on the quote, before the work starts.
Does it handle contracts?
Yes, signed against the client record alongside the quote and the invoice.
Bring everything under one roof
CRM, calendar, quotes, invoices, website and email — with the AI on your own Claude or ChatGPT API key.
See pricing Free guides