FREE GUIDE

Fynl.io Leads: every enquiry on one list or board

See every enquiry as a list or a drag-and-drop board, and act on a lead without leaving its panel.

Take it with you. The whole thing as a PDF — no sign-up, no email required.

Download the free PDF

WHAT THIS ADDSMost lost leads are not lost to a competitor, they are lost to a lost note. In Fynl.io every enquiry lands in Leads, with its stage, its owner and how old it is, and the same leads can be laid out as a Board where you drag each card along as the deal moves.

The list

Open Leads in the Fynl.io portal. Every enquiry is a row that shows the stage it is in, who owns it and how old it is, so a lead nobody has touched stands out.

The Board

Switch to Board. Each lead is a card sitting in its stage. As the deal moves, drag the card along to the next stage.

The lead panel

Open any lead and its panel holds the actions: email, book a call, send a quote, invoice, note and task. When the deal ends, mark it won or lost with one click.

DO THISOpen Leads, switch to Board, open one lead and find the action you have been doing by hand somewhere else.

Questions people also ask

Can I see leads as a board?

Yes. Leads has a list view and a Board view where each lead is a card in its stage that you drag along.

What can I do from a lead?

Email, book a call, send a quote, send an invoice, add a note or a task, and mark the lead won or lost.

Do I need to sign up to get the PDF?

No. The free PDF on this page has no sign-up.

What Fynl.io is, and where it fits

Fynl.io is one portal a small business runs itself on, instead of five subscriptions that do not talk to each other.

✓A CRM and pipeline that shows every lead and where it stopped
✓A calendar clients can book straight into
✓Quotes, contracts and invoices, with deposits taken up front
✓A website and form builder, so the enquiry lands in the same place
✓Your Gmail connected, so the whole thread sits on the contact
✓Automations for the follow-up you keep forgetting to send

The AI runs on your own Claude or ChatGPT API key. You keep the key, you pay the model provider directly, and there is no markup on top of it. There is no SMS or phone calling yet, and we would rather say so than let you find out later.

Leads sits in the same Fynl.io portal as Quotes, Invoices and Booking, so the lead panel can take you straight to each of them.

See pricing $49/month per business · $149 Agency · we move your contacts over for you