A reply
moves the deal.The deal
knows what
got paid.
A CRM that stops at “won” knows half the story. CashFish builds the contact from the first email, keeps the timeline without anyone logging it, moves the stage when a reply says so, and follows the deal through the invoice and the payment — so a relationship is measured by what it earned, not by where it sits.
Scale plan · $44/mo billed yearly ($529) · 4-day free trial · Full refund guarantee
The CRM is the last
to hear about anything.
One week of an ordinary inbox. Five things happened to five deals. Here is what the pipeline knew about each of them — which is to say, whatever somebody remembered to type in.
None of that is a discipline problem. Logging is a second job, and a second job loses to the first one every time. The record should be written by the things that happen — the email, the meeting, the reply, the payment — not by whoever remembers on Friday.
What arrives,
and what the record
does with it.
Follow one inquiry — Dana Whitfield at Harbor & Co., a $7,200 brand refresh — from the first email on March 3 to the payment on March 28. Pick a stop; the record on the right fills in as far as that day.
An inquiry lands
Nothing gets typed in
A deal takes its place
What the timeline adds up to
Lead scoring is part of Scale. On Growth, the timeline and the stages still build themselves — the number does not.
The follow-up nobody remembered to send
Won, with the money attached
One thread in.
One record out.
Three messages between you and a client, exactly as they were written. On the right, what CashFish made of them — the contact, the stage, the value, the payment — with nothing typed into a form.
We’re planning a brand refresh ahead of the autumn launch. Could you outline how you’d approach it, and roughly what it would cost?
Outline attached, as we discussed on the call: brand refresh, six weeks, $7,200. Happy to walk you through it.
Reviewed it with my partner — let’s proceed. Send the invoice whenever you’re ready.
Six things the pipeline
does on its own.
Growth already has CRM Lite: contacts, timelines, basic stages and lead sync build on their own. Scoring and full automation are what Scale adds.
Twenty-five days,
nothing retyped.
Duplicate detection runs on every sync, so a forwarded thread does not become a second contact. Extraction accuracy is 99% on receipts, invoices, proposals and contracts — and every extracted field is shown for you to confirm.
The inbox, the calendar,
the card reader — one record.
Each connection adds a kind of event to the timeline. Every one shows its health in settings and can be disconnected there at any time.
Also IMAP, Yahoo Mail, iCloud Mail, Zoho Mail, Calendly, Microsoft Teams, Pipedrive, Zoho CRM, PayPal, DocuSign, Slack and Zapier. QuickBooks and Xero import one way into CashFish. Bank access is read-only, data is protected with 256-bit encryption (SOC 2 Type II, ISO 27001, GDPR).
Run the board
that knows what got paid.
Scale is the plan because lead scoring, full pipeline automation and profitability by client are Scale features. Connect the inbox on day one of the trial and watch the first contacts and timelines build themselves.
4-day free trial · Full refund guarantee
Your subscription begins after the 4-day trial unless canceled beforehand. Full refund guarantee within the first 4 days.
Only need contacts, timelines and basic stages? CRM Lite is included from Growth.
See every plan →Before the first sync.
Start managing money smart.
Start managing money smart.
4-day free trial · Cancel anytime · Full refund guarantee
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