How can we help?

Go to Get started and follow the steps: your details, your company and country, how you sell, your team and a plan. We text a 6-digit code to your phone to confirm it's you, and your workspace is ready in about five minutes.

Every plan is free for 30 days and you don't need a card to start.

Click Sign in at the top of this site, enter your work email, then your password. For extra safety we may also ask for a 6-digit code sent to your phone. If you belong to more than one company, you'll be asked which workspace to open.

1. On the sign-in page, enter your email and click Next.
2. Click Forgot password? We'll send a 6-digit code to your phone.
3. Enter the code and choose a new password.

Click Forgot email? on the sign-in page and enter your mobile number. After you confirm the code we text you, we'll show the email on your account.

From your country we set your currency, VAT rate and e-invoicing system (such as KRA eTIMS in Kenya). From your industry we suggest sales stages for your leads board. You can change all of these later in Settings.

Yes. Finixyz is available in English, Kiswahili and French. Pick a language from the menu at the bottom of the sign-in page or in Settings › Your profile.

WhatsApp, SMS, phone calls, email, web forms and walk-ins. Every inquiry lands in one shared inbox, and you can assign it to the right person or team in a click.

Open the inquiry in the Inbox, open the menu and choose Make lead. The contact, conversation and notes come with it, and the lead appears in the first stage of your Leads board.

Yes. An admin can go to Settings › Sales process to rename, reorder, recolour, add or remove stages, such as Demo booked or POC agreed. The board and reports update straight away.

On a phone, open the lead or customer and tap Check in when you arrive. Finixyz records the time and GPS location on the lead's timeline, so managers can see visits without asking for updates.

Yes. Open the lead and choose Download lead to get everything about it on one page: contact details, timeline, quotes and visits, ready to print or save as a PDF.

Create the quote under Quotes or from a deal, add products from your price list, then choose Send on WhatsApp. Your customer gets a message with a link to a branded quote. You can also send it by email.

Yes. Invoices follow your country's e-invoicing rules: KRA eTIMS in Kenya, URA EFRIS in Uganda, TRA VFD in Tanzania, RRA EBM in Rwanda and GRA E-VAT in Ghana. Check your tax number and rates in Settings › Tax & currency.

Once your M-Pesa paybill or till is connected under Integrations, payments that come in are matched to the right invoice using the account reference and amount. Anything we can't match is listed for finance to match by hand.

In Settings › Products & prices. Products you add there appear when you build quotes and invoices, with the right tax applied.

An admin can go to Settings › Users, choose Invite, and enter the person's email and role. They'll get an email to set up their sign-in.

Finixyz has five roles: Admin, Sales manager, Sales user, Finance and Support. Each one sees only the areas it needs. For example, Support works the inbox and Finance handles invoices. Admins can fine-tune this in Settings › Roles & permissions.

Yes, in Settings › Teams & territories. Targets, commissions and reports can then be viewed per person, team or branch.

From revenue on deals marked won, at the rate for how much of their target each person hit. You set the tiers in Settings › Appraisals & commission (for example 2% from 80%, 3.5% from 100%, 5% from 120%). The Commissions page shows the totals and exports a statement for finance.

An admin can deactivate them in Settings › Users. They can no longer sign in, but their leads, notes and history stay in Finixyz so you can hand them to someone else. Deactivated users don't count towards your bill.

Questions about your sales in plain language, like “Which deals are at risk?”, “Who owes us money?” or “How is my team doing against target?”. It answers from your live data, with buttons to open the records it mentions.

No. It only sees what your role allows. A sales user asking a question gets answers from their own records, not the whole company's.

Go to Settings › Data migration and upload an Excel or CSV file. Match your columns to Finixyz fields, check the preview, then import. If you'd rather we did it with you, book a demo.

Yes. Your data is yours. Lists such as leads, contacts and invoices can be exported, and an admin can ask us for a full export of the workspace at any time, including after you cancel.

On secure cloud servers in professional data centres. Your company's data is always kept separate from every other company's, travels over encrypted connections, and is handled under Kenya's Data Protection Act 2019, including its rules for storing data outside Kenya. Read our Privacy Policy for details.

The code proves it's really you signing in, even if someone learns your password. Admins can require codes for everyone in Settings › Security & data.

Yes. Admins can see sign-ins, exports and important changes in Settings › Audit log.

Use a private browsing window and sign out when you finish. That way nothing about your session stays on the device.

We text you 3 days before the trial ends. To keep going, choose a plan and pay. If you don't, your workspace pauses and your data is kept safe for 30 days in case you come back.

By M-Pesa, card or bank transfer, monthly or yearly. Paying yearly saves 20%. Prices are in US dollars, per user per month, and exclude VAT. M-Pesa and bank payments are charged in your local currency at the day's rate. Your plan and price are shown in the app when you subscribe.

Yes, at any time. Upgrades take effect straight away. Downgrades and cancellations take effect at the end of the period you've paid for.