The client base grows, and the routine comes back every month.
Accounting firms rarely lose on price: they lose on the proposal that went cold with nobody calling and on the monthly deliverable that only existed in a spreadsheet. FAYOL keeps both in one place.
How it is today, how it looks with FAYOL
The client base lives in spreadsheets
- The proposal goes cold in silence. Nobody knows when the last contact was, or why the prospect stopped responding.
- The month is a tab highlighted in yellow. Whoever delivered checked it off; whoever forgot, nobody finds out before the deadline.
- Fees disappear without warning. The client who stopped paying shows up months later, on the bank statement.
The client base lives in the system
- Every deal with a next activity. Green when it's scheduled, red when it's overdue, amber when there's none.
- The routine becomes the client's project. Each monthly deliverable with an owner, a deadline and a reminder before it's due.
- Expected fees next to paid ones. Revenue comes from the won deal, in monthly installments when the item is recurring.
The same month, every month
Opening the month
Each client has a project, and last month's task is duplicated instead of typed again, already with an owner and a deadline.
During the month
The deadline reminder alerts the owner before the due date, and the requested document stays attached to the task itself.
Closing the month
Expected fees are marked paid in finance, and the report shows what was late and for which client.
What your firm gains with FAYOL
A stalled deal starts rotting as the days it has spent in the stage add up, and the daily sweep flags it in the notification bell. Each stage has a probability and required fields: until they're filled in, the card doesn't move on.
See the CRMReports are built from the event history, not from a snapshot: conversion by stage, loss reasons and performance per person.
See the reportsWith items, the deal value is calculated from the sum and the field locks. Winning the deal opens the project and posts the revenue in finance, in monthly installments when the item is recurring.
See financePhone numbers are compared by area code and 8 digits, and duplicates can be merged. The public form, with its own address, sends the lead from your website straight into the pipeline.
See projects by client
Pro (R$ 299/month)
It's the plan that connects finance, reports and documents to the month's work, with 4 workspaces and 15 users. Starter (R$ 149/month) organizes your clients' projects; Scale (R$ 599/month) goes up to 6 workspaces and 25 users. Which modules each plan includes, the CRM among them, is in the table on the pricing page.
FAYOL takes care of the firm's client base, routine and money. It doesn't file ancillary tax returns, issue tax payment slips, do bookkeeping or talk to your accounting system. The CRM also has no WhatsApp integration or mass email sending. Whoever manages the pipeline needs the CRM permission, and without permission to see everything a person sees only their own deals. Try it for 7 days with no card; after that it's billed in reais, by Pix or card.
Start with the clients you already have.
7 days free, no card. Import your client spreadsheet and see next month already with deadlines and owners.