Revenue Operations · Client OS
El Client OS que convierte el caos del inbox en claridad
Cada mensaje entrante de cliente se convierte en la siguiente acción correcta: lead, deal, propuesta, proyecto, factura o riesgo de churn. 
trabaja junto a tu CRM para que el trabajo crítico de ingresos nunca quede enterrado.
All connected. All automated. Powered by Finn.
Powering client operations for early-access teams and growing businesses worldwide.
The problem
Por qué los equipos de clientes tienen dificultades
Las herramientas de email resumen. Los CRM almacenan registros. se hace cargo del flujo desde la primera señal hasta el cliente retenido.
Las herramientas de ventas no se conectan con entrega ni finanzas
Your sales stack doesn’t talk to delivery or finance — client context gets lost at every handoff.
Los CRM rastrean registros, no trabajo real
CRMs track records, not work. Deals stall, projects slip, and nobody owns the next action.
La rotación pasa desapercibida hasta que es demasiado tarde
Clients churn silently — missed follow-ups, overdue invoices, and no health signals until it’s too late.
Por qué es diferente
trabaja junto a tu CRM para hacerse cargo del trabajo que empieza en el email y termina en ingresos.
Herramientas tradicionales
modelo antiguo- 01CRM
- 02Automatización de ventas
- 03Herramientas de correo
- 04Herramientas de facturación
- 05Sistemas de tickets
Flowshark
Client OS- 01Client OS
- 02Sistema unificado
- 03Operaciones Finn nativas del workflow
- 04Flujos gobernados
- 05Arquitectura de nivel empresarial
Meet FinnYour revenue copilot, built in
Finn lives inside every page of Flowshark. It reads your pipeline, scores leads, drafts proposals, and flags risks — so every revenue-critical message gets an owner and a next action.
Risk radar
Finn monitors deal activity, flags stalled opportunities, and suggests save plays before you lose them.
Instant proposals
From deal context to branded proposal in seconds. Finn fills your templates with the right data automatically.
Revenue triage from email
Every client message classified, owned, and routed into the right workflow so reps focus on closing.
Churn prevention
Health scores, churn signals, and save-the-account playbooks. Finn spots trouble before your clients leave.
Slash commands for instant answers
Type a command in any Finn chat to get structured answers instantly.
Features
Un OS para cada etapa del recorrido del cliente.
Everything your team needs to turn client messages into owned work, from first signal to retained account.
Classify and assign revenue signals automatically
Clasifica, puntúa, asigna y enruta automáticamente señales de ingresos desde conversaciones reales con clientes.
- Finn-powered scoring from email signals
- Auto-assign every qualified signal to the right owner
- Real-time visibility into stuck revenue work
| Deliverable | Amount |
|---|---|
| Discovery & strategy | $8,000 |
| Implementation | $24,000 |
| Total | $32,000 |
Generate proposals in minutes, not hours
Genera propuestas estructuradas con aprobaciones y control de versiones.
- Finn-generated proposals from your templates
- Built-in approval workflows
- One-click delivery and tracking
Intelligent invoicing, linked to delivery
Crea facturas gobernadas vinculadas a proyectos, rastrea pagos y persigue cuentas vencidas automáticamente.
- Auto-generate from completed deals
- Multi-currency and tax compliance
- Payment tracking and reminders
| Description | Qty | Total |
|---|---|---|
| Platform setup | 1 | $8,000 |
| Monthly retainer | 3 | $12,000 |
Gestión de cuentas
Un espacio de trabajo unificado — contactos, deals, proyectos e historial en un solo lugar.
Inteligencia del pipeline
Saber qué es real, qué está bloqueado y qué está en riesgo en todo tu pipeline.
Ciclo de vida del cliente
Desde la primera señal hasta la retención a largo plazo — un sistema conectado para cada cliente.
Salud del cliente y señales de abandono
Monitorea el engagement, detecta cuentas en riesgo temprano y retén proactivamente a tus mejores clientes.
Gestión de proyectos
Rastrea entregables, hitos y carga de trabajo vinculados directamente a cuentas de clientes.
Ejecución de deals
Avanza los deals con acciones inteligentes, recordatorios de seguimiento y flujos de aprobación.
Be part of the founding cohort
We’re onboarding a small group of client-driven teams who want to shape the product from day one. A growing design agency is already on board — join them.
Lifetime discount
Lock in founding-member pricing — 40% off any plan, forever.
Direct access to founders
A private Slack channel with the team. Your feedback shapes the roadmap.
Early feature access
Try every new feature before it goes public. Shape it before it ships.
White-glove onboarding
We migrate your existing templates and set up your workspace personally.
Priority support
Same-day response SLA. Your issues go to the top of the queue.
Founding member badge
Recognised publicly as a founding team that helped build this product.
Ready to claim your founding-member spot?
Spots are limited. We work closely with every early team.
How it works
Cómo funciona
Un sistema. Un flujo. Cada cliente, cubierto.
Conectar bandejas de clientes
Link Gmail, Outlook, or any IMAP inbox used by your team
Clasificar señales de ingresos
Finn classifies leads, risks, invoices, and handoffs
Asignar dueños y próximas acciones
Every revenue signal gets an owner and next action
Generar propuestas
Finn drafts proposals from your templates
Ejecutar y entregar el trabajo
Track milestones and deliverables
Emitir facturas
Auto-generate invoices from deals
Seguimiento de ingresos
Real-time revenue analytics and forecasting
Trust & governance
Construido para negocios reales
Construido para la confianza, no para el hype.
Finn basado en evidencia
Every Finn output is grounded in your data
Controles humanos en el circuito
Approvals before anything is sent
Registros de auditoría
Full audit trail for every action
Acceso basado en roles
Granular role-based permissions
Arquitectura de cumplimiento
Tax, legal, and regional compliance
Control de costos
Finn credit budgets per workspace
Precios
Planes diseñados para equipos de clientes.
Empieza gratis y escala a medida que crece tu pipeline y volumen de propuestas.
Free
$0
forever free
Solo consultants exploring the Client OS.
- 1 user, 1 workspace
- 1 connected inbox
- AI proposal + invoice drafts
- Industry-tailored templates
- Email sync (Gmail/SMTP)
- Community support
Starter
$49
per month
Freelancers managing 5–10 active clients.
- 3 users
- 3 connected inboxes
- Unlimited clients, contacts, leads
- AI deal pipeline + lead scoring
- Client health monitoring
- PDF + Word export with watermark
Pro
Más popular$149
per month
Small teams running active client operations.
- 10 users
- 10 connected inboxes
- Approval workflow with thresholds
- Team inboxes + assignment rules
- Project tracking + milestones
- Finn AI assistant with knowledge base
- Activity audit log
Business
$349
per month
Growing agencies that need full control over client ops.
- 25 users
- Unlimited inboxes
- Advanced pipeline analytics + rep quotas
- Churn signals + client health scoring
- Automations, alerts, webhooks
- Approval routing per role
- Priority support + onboarding
Enterprise
Custom
annual contract
Enterprise client operations + compliance.
- Unlimited users + inboxes
- SSO (SAML/OIDC) + SCIM
- Audit logs export + retention controls
- Dedicated success manager
- Security review + DPA + custom MSA
- Custom integrations + SLA
All plans include TLS encryption and GDPR-aligned data handling. Uptime SLAs available on Enterprise contracts. Facturación por espacio de trabajo, mensual
Listo para empezar
Deja de manejar herramientas. Empieza a ejecutar tu Client OS.
le da a tu equipo un sistema para ganar, entregar y retener cada cliente.