Features
Every tool.
One login.
CRM, inbox, calendars, funnels, automations, payments, reports and AI, for your agency and every client. Here's what's inside.
CRM
Know every contact.
Contacts, companies, deals and every conversation, in one record. Find anyone in seconds.
Contacts, your way.
Tags, owners, sources and custom fields. Sort, filter and save any view as a smart list.
Pipelines.
Drag deals (Opportunities in the app) between stages. Values, win odds and lost reasons included.
The whole story.
Each contact shows their conversations, notes, tasks, appointments and deals.
Smart lists. Save any filter as a list you can reuse, text or add to a workflow.
Companies. Group contacts under the business they work for.
Custom fields. Track whatever matters to each client, in folders you control.
Import. Bring in a CSV, match the columns and tag everyone on the way in.
Bulk actions. Text, email, tag, assign or add hundreds of contacts to a workflow at once.
Lead scoring. Points from rules and form answers show who's ready to buy.
Inbox
One thread per person.
Every text, email and chat with a contact lands in the same conversation. Reply on whichever channel they used.
Conversations: your unified inbox.
Texts and photos, email, Facebook Messenger and website chat in one list, with filters for unread, starred and assigned.
Mixed channels.
Messenger and texts, in one thread.
Email with CC and BCC. Add copies to any reply, plus signatures and your own sending domain.
Facebook Messenger. Connect a Page and its Messenger chats arrive here. Instagram DMs are coming soon.
Suggest. AI drafts a reply from the conversation. You edit and send.
Snippets. Save the answers you type every day and drop them in with a click.
Auto-assign. Send new conversations to one person, or let your team take turns.
Call log. Log calls with outcome, length and notes, right in the thread.
Website chat. Add a chat bubble to any client site. Chats land in the inbox.
Delivery you can see. Every text shows delivered or failed, with the reason.
On your phone. Add Fyndol to your home screen and get alerts for new messages, leads and bookings.
Automations
Workflows that work.
Pick a trigger. Add steps. Publish. Fyndol follows up while your team does the real work.
A visual builder.
Texts, emails, waits, yes/no branches, tasks and notifications on one canvas. Test it before it goes live.
Triggers for the moments that matter. Form submitted, missed call, appointment booked, tag added, stage changed, Facebook lead and more.
Branches and waits. Yes/no branches, wait a day, wait for business hours, split tests and goals.
AI steps. Write a message, answer a prompt or branch by what a reply means.
Missed-call text-back. Turn it on once and missed calls to your Fyndol number get a friendly text back.
Review requests. Mark a deal won and the review request can go out by itself.
Broadcasts. Text or email a whole list at once. A checklist runs before it sends.
Describe it. Type what you want in plain words and AI drafts the workflow for you to review.
Templates. Start from ready-made workflows. They load as drafts, so nothing runs until you say so.
Logs. Enrollment history and step-by-step logs show exactly what ran and when.
Funnels & sites
Pages that pull their weight.
Funnels, websites and forms that feed straight into the CRM. Start from a template, a blank page or a client's existing website.
Drag-and-drop builder.
Sections, text, images, buttons, forms and calendars. Preview desktop, tablet and phone.
Smart forms.
One question at a time.
Build from a website. Enter a site. Get a branded two-page draft funnel with its logo, colors and qualifying questions.
Qualifying questions. Score each answer. Leads are tagged hot, warm or cold automatically.
Custom domains. Connect a client's domain. HTTPS is included and sets itself up.
Tracking snippet. Add it to an existing site to count visits and turn its form fills into contacts.
SEO built in. Titles, descriptions, social images and sitemaps for every page.
Brand boards. Keep each client's colors, fonts and logos in one place, plus a media library.
Calendars
Booking, minus the back-and-forth.
Booking pages that know when you're free. Reminders go out on their own. Google Calendar sync is coming soon.
Booking pages.
Share a link or embed it on any site. Customers pick a day and time that's actually open.
Step-by-step booking. One thing per screen: the date, the time, then their details. Easy on a phone.
Team calendars. Book the whole team at once, or share bookings across the team.
Your rules. Buffers, booking windows, daily limits and date-specific hours.
Booking forms. Ask extra questions and capture consent when they book.
Reminders. Confirmations, reminders and follow-ups by text and email.
Week view. See every appointment for the team in one schedule.
Payments & contracts
Get paid. Get it signed.
Invoices, payment links and contracts, right next to the contact. Connect Stripe and customers pay by card.
Invoices and payment links.
Send an invoice by email or text, or share a pay link. Customers pay by card through the Stripe account you connect.
Contracts with e-sign.
Start from a template or upload a PDF. Signers sign from a link on any device, and everyone gets the signed PDF.
Refunds. Refund all or part of a card payment from the transactions list.
Reminders. Invoices can nudge before or after the due date. Contracts can remind signers too.
Paid on signing. Ask for the total or a deposit as soon as a contract is signed.
Reports
Results, in plain numbers.
A client report that explains itself. Every number is compared with the period before.
Share it with a link.
Clients open a read-only report with no login. They can change the dates and save a PDF.
The numbers that matter. Leads, hot leads, appointments, money from won deals, response speed and website visits.
Scheduled emails. Every Monday or the first of the month, with a link to the full report.
Expiring links. Set a link to expire, or turn it off instantly.
Hide contact names. Show initials instead, for screenshots and PDFs.
Your branding. Your agency's logo and accent color on every report.
All clients at once. One table compares this month with last month for every client.
AI
AI that asks before it acts.
AI that helps inside Fyndol and in the AI apps you already use. Changes wait for your approval by default.
AI Assistant.
Ask about your leads, your setup or how anything works. It answers from your real data.
Changes need your OK.
The assistant shows exactly what it will do. Nothing happens until you confirm.
Connect AI apps.
Use Fyndol from Claude, ChatGPT, Cursor and other AI apps. Paste one link and sign in. Choose what each app may do and revoke it anytime.
AI Agents. Conversation AI answers chats and texts. AI that texts or answers your leads on its own stays off until you turn it on.
Approvals. Changes from AI apps wait for your OK. Only an admin can turn that off.
Clear limits. Connected apps can't send texts or emails directly, delete anything or buy anything.
REST API. Build your own tools on Fyndol, with full docs.
Developer docsFunnels from websites. AI reads a site and writes a draft funnel with qualifying questions.
Activity log. Every request an AI app makes is listed, so you always know what happened.
Texting & email compliance
Texting, built in.
Numbers, registration and compliance tools, all inside Fyndol. No outside phone account. No keys to paste.
Compliance settings in one place.
Consent rules, opt-out and help keywords, sender info and quiet hours for each client.
Built-in numbers. Search and pick local or toll-free numbers right in Fyndol.
Carrier registration, guided. A step-by-step form helps each client get approved for business texting (A2P 10DLC). AI suggests the sample messages.
Toll-free verification. A shorter path for toll-free numbers.
Consent with proof. Forms, booking pages and the chat widget can ask for texting consent. The proof lives on the contact.
STOP and HELP. Opt-out, help and resubscribe keywords are handled for you.
Quiet hours, on by default. Bulk and automatic texts sent outside 8am to 9pm wait until 8am in each contact's time zone. You can also set a daily text limit.
One-click unsubscribe. Marketing emails carry an unsubscribe link and the sender's business address.
A checklist before every send. It flags anything missing, like the opt-out line. Marketing emails without a business address won't send.
These tools help you follow the rules. You're still responsible for how you and your clients message contacts.
Teams & agency tools
Room for the whole team.
Roles for your people, a private space for every client and your brand on top. Add a new client in one form.
Roles and permissions.
Admin, Team member or Limited, with sections switched on or off per person.
New client wizard.
Business name, website and contact. Fyndol creates the sub-account and an onboarding link, plus a first draft of the pipeline, workflows and funnel for you to shape.
Sub-accounts. Every client gets a private space. Pause, export or switch in one click.
Onboarding link. Clients fill in their details, logo and accounts from their phone. An AI helper answers questions.
Snapshots. Save a client setup and load it into others. Push updates later.
Agency branding. Your platform name, logo, favicon and colors across the app.
Two-step login. Authenticator app, email code or text message. Require it for everyone.
Audit logs. Who changed what and when, with before and after values.
Bring your agency
to Fyndol.
Fyndol is invite-only while we onboard our first agencies. Tell us about yours.