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What features do the Fintesk plans have

No matter your company’s needs, Fintesk has the features to help you become more effective in your sales process. Below, you can see the features that come with each plan and the add-ons that are available for all plans.


Features available on each plan

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Note: The number of open deals, custom fields and reports you can have depends on the plan you’re on. Learn more in this article.

FeatureFreeEssentialAdvancedProfessional
Pipeline view✔️✔️✔️✔️
Multiple pipelines✔️✔️✔️✔️
Customizable pipelines, fields and activities✔️✔️✔️✔️
All-in-one detail views✔️✔️✔️✔️
Deal rotting✔️✔️✔️✔️
Activities and activity logging✔️✔️✔️✔️
[Cooming soon]
✔️✔️✔️✔️
Products✔️✔️✔️✔️
Email support✔️✔️✔️✔️
Chat support✔️
Phone support
Onboarding

Add-on features

Fintesk will be offering a number of add-on features that are available on any plan for an additional cost.