CRM for service sales
The sales pipeline, contact history, communications and client checklists all live in one workspace.
Leads, tasks, projects and invoices in one system
CRM for marketing agencies and consulting services
QUINCEFIN helps service teams run leads, projects, tasks and finances without the chaos of chats and spreadsheets.
Key business needs
Marketing agencies, accounting and bookkeeping consultants, auditors and other advisory businesses work at the intersection of sales, projects and finance. QUINCEFIN connects CRM, task management and invoicing into a single loop.
What usually hurts
- Leads and deals get lost between chats, email and spreadsheets.
- There is no clear view of project status and delivered work.
- Receivables and payments for services are hard to control.
- No unified analytics on acquisition channels and profitability.
What changes with QUINCEFIN
- A single CRM pipeline for selling and delivering services.
- Clear statuses for projects, tasks and owners.
- Control over payments, acts and receivables.
- Analytics on team performance and lead sources.
What your business gets
Project and task management
Plan stages, roles and deadlines with clear delivery statuses and visible team workload.
Financial control over services
Invoices, acts, payments and receivables in one place, so the team sees the actual cash flow.
Performance analytics
Reports on acquisition channels, conversion and project profitability to support management decisions.
Who inside the company needs it
QUINCEFIN joins the processes together, so the benefit reaches different roles - from the owner to the operations team.
OwnerAccount managerProject leadFinancial consultantMarketer
How to start the implementation
Step 1
We analyse your processes and the data you need to import.
Step 2
We configure directories, roles, integrations and access rights.
Step 3
We train the team and launch the system with support in place.
Frequently asked questions
Is QUINCEFIN a good fit for marketing agencies?
Yes. The system combines CRM, tasks, finance and analytics, which is exactly what agency businesses depend on.
How do I keep track of payments for services?
Every invoice and payment is recorded in the system, so receivables and document statuses are visible in real time.
Does it work for accounting and financial consultants?
Yes. QUINCEFIN suits consulting practices that combine bookkeeping, client communication and payment control.
Want to see how this works in your niche?
Get a demo, a consultation and an implementation map built around your business.