Help Center

How can we help?

Popular:
Getting started Set up your FinSuites account in 10 minutes

From signup to first login: profile, company details and basic settings, done properly.

Video4 min
Getting started The interface at a glance

Dashboard, conversations, contacts, automations: where to find what and how to get oriented fast.

Video5 min
CRM & contacts Import contacts from Excel or another CRM

Prepare your CSV, map fields, avoid duplicates and bring your contacts over cleanly.

Video6 min
CRM & contacts Create pipelines and define stages

How to build a sales pipeline that reflects outcomes instead of activities.

Video5 min
Funnels & websites Create your first funnel

Pick a template, adapt the copy, connect a form and go live.

Video8 min
Funnels & websites Connect your own domain

Set DNS records and link your domain to funnels and websites.

Video5 min
Email, WhatsApp & SMS Connect WhatsApp to FinSuites

Verify your number, activate the channel and send the first message from the system.

Video6 min
Email, WhatsApp & SMS Set up email sending

Configure your sender address and sending domain correctly for maximum deliverability.

Video7 min
Automations & AI Your first workflow: automatic follow-up

Set triggers, define wait times and send messages automatically.

Video7 min
Automations & AI Automate appointment booking with reminders

Connect your calendar, set up your booking page and reduce no-shows with reminders.

Video6 min
Payments & billing Connect Stripe and send your first invoice

Link your payment provider, create products and send invoices straight from the system.

Video5 min
Payments & billing Set up subscriptions and payment plans

Recurring payments, installments and trial periods for your own offers.

Video6 min

Nothing found. Try a different term or write to us directly.

Rather not do it yourself?

Tell us what you're building and our team will help you set it up directly in your system.

Contact support

Still stuck?

Didn't find what you're looking for?

Our support answers you personally. No bot labyrinth, no ticket ping-pong.