CASHFISH FOR SALES TEAMS

Won is a
column.Paid is a
deposit.

A pipeline records what should happen. A bank account records what did. CashFish builds the span between them: contacts and activity captured from the email and calendar your reps already use, proposals and invoices read off the same threads, and payments matched back to the deal that earned them.

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Sales podsAccount executivesFounder-led salesRevenue operations

Scale plan · $44/mo billed yearly · 4-day free trial · Full refund guarantee

01Five places, one deal

The deal is in five places.
The money is in none of them.

Nobody decided it would work this way. It just did, one tool at a time — and now the account's history is spread across five systems that have never spoken to each other.

The intro thread is in one rep's inbox

The prospect replied to whoever answered first. That reply is the entire early history of the account, and it is sitting in a mailbox nobody else opens.

INBOX

The meeting notes link to nothing

Six people were on the call. The notes went into a doc with a good title and no connection to the company, the deal, or the number that was actually discussed.

A DOC

Proposal v2 went out on Jun 18 and vanished

It is in Sent. Whether it was opened, answered, or quietly declined is a question that folder has never been able to answer.

SENT

The deal card was last touched “recently”

Stage still says Proposal. It was set before the call that moved the price. Friday's pipeline review will run on that number anyway.

THE CRM

“Did they ever pay?” gets asked in Slack

The invoice lives in a finance tool the sales team has no seat in, so the closing question of every deal is answered by interrupting somebody.

FINANCE

Friday's forecast is then assembled from whichever version of events somebody had time to type in.

02What enters

Nobody logs it.
It logs itself.

Connect Gmail, Outlook or any IMAP inbox and your calendar. From that morning on, the record keeps itself: an inbound thread becomes a lead with a contact and a company, replies and meetings land on the account's history, and the documents that carry money — the proposal, the invoice, the payment confirmation — attach to the deal they belong to.

An inbound threadbecomes a lead, a contact and a company — with the emails already attached

A meeting on the calendarlands on that account's history without anyone writing it down

The proposal you emailedis read for its value and linked to the deal it belongs to

The invoice that followsattaches to the same deal instead of disappearing into finance

The payment when it landsis matched from Stripe, or from the bank feed on Growth and above

Documents are read in under three seconds at 99% extraction accuracy, connected sources sync every 5 minutes, and the last 150 days of email are imported at setup — so an account has a history before anyone touches it.

03From won to paid

Five deals closed.
Four of them became money.

Won is a date. Paid is another one. The distance between them is the number a sales team almost never sees, because it is kept in a system they have no seat in. Here it is per deal, for the five this team closed last month.

Northwind Media$7,800

invoiced two days after the handshake · paid by card

16days

Bluepeak$4,600

invoiced next morning · payment matched on arrival

11days

Coastal Partners$3,900

invoiced next morning · paid on their usual fortnight

14days

Atlas Advisory$1,900

four days to invoice, and every one of them shows here

23days

Meridian Group$5,400

invoiced on day nine · net 14 · 18 days past due, still open

41open

woninvoicedpaidstill out

$23,600 invoiced$18,200 collected$5,400 still out16 days, average, from the handshake to the bank

04What it does

The record keeps itself.
Then it names what to chase.

A CRM that fills itself in

Leads and contacts come from real conversations — inbound threads, replies, meetings pulled off the calendar. The record grows while the rep is selling, not at six in the evening when they are supposed to remember.

Lead created · inbound thread3 emails linkedMeeting synced · calendar2 duplicate contacts merged

One history per account, hello to paid

Emails, meetings, the proposal, the invoice, the payment — a single thread per company. Here is the Northwind Media deal end to end, with not one field entered by hand.

Intro call heldsynced from Google Calendar · Jun 3

Proposal sentread from the email · Jun 18$7,800

Invoice issuedlinked to the deal · Jul 2$7,800

Payment receivedStripe · Jul 11+$7,800

Pipeline totals that agree with the bank

Deals link to their invoices and their payments, so closed-won and collected stay two separate, honest numbers. When they drift apart — invoiced but unpaid — the gap is shown rather than assumed away.

Proposal stage

$18,900

Closed-won, invoiced

$23,600

Collected

$18,200

Invoiced, unpaid

$5,400+18 days

The quiet deals, named out loud

Two proposals with no reply in a fortnight, one invoice eighteen days past due. The revenue leakage dashboard on Scale pulls them from activity and payment records, not from anyone's memory of last week.

Ironwood Co.proposal sent, no reply in 14 days$6,400

Harbor & Co.meeting held, follow-up never sent$2,900

Meridian Groupinvoiced, 18 days past due$5,400

Auto-created contacts, the email interaction timeline and basic pipeline stages start on Growth. Full CRM automation, lead scoring, the revenue leakage dashboard and advanced forecasting are Scale features.

05The month in numbers

Two totals,
and the honest
gap between them.

One month of a five-person pod. Every figure here comes from documents and payments CashFish read on its own — which is why the pipeline number and the bank number can be printed next to each other without an argument.

closed-won and invoiced — five deals, every one linked to its invoice

actually collected, matched from Stripe to the deal that earned it

days, on average, from the handshake to the money landing

one invoice, 18 days past due — flagged before anyone asked

COLLECTED PER MONTH · LAST FIVE

$11k$9k$14k$15k$18.2k

Forecasting reads the same records forward — history, receivables, payables and recurring patterns. It produces estimates to plan against, not promises about next quarter, and it says so on the screen.

06Connected

Your CRM keeps the pipeline.
CashFish adds the cash column.

Salesforce

Keeps the pipeline your team already works in; CashFish adds the invoices and payments underneath it.

AVAILABLE

HubSpot

Contacts and deals stay where the reps expect them, with the money side attached.

AVAILABLE

Pipedrive

Connects the same way, so nobody is asked to move house to get a cash column.

AVAILABLE

Zoho CRM

Also supported, for teams already standardised on Zoho.

AVAILABLE

Gmail · Outlook · IMAP

The source of almost everything: leads, replies, proposals, invoices. Synced every 5 minutes.

AVAILABLE

Google Calendar

Meetings land on the account history on their own — including the ones nobody logged.

AVAILABLE

Stripe

Payment status flows back to the deal that earned it, so collected is a fact, not a rumour.

AVAILABLE

Also Yahoo, iCloud and Zoho Mail, Calendly, Microsoft Teams, PayPal, Square, Google Drive, Slack and Zapier. Bank sync — 12,000+ banks, read-only — starts on Growth. QuickBooks and Xero import one way into CashFish. Data is protected with 256-bit encryption (SOC 2 Type II, ISO 27001, GDPR), and any connection can be disconnected from settings at any time.

07Scale, and why

Connect the inbox.
Won and collected stop being the same number.

Scale is the plan for a selling team: full CRM automation, lead scoring, the revenue leakage dashboard that names stalled deals and unpaid invoices, and profitability by client. Growth stops at CRM Lite and basic stages. When every rep needs their own login, roles and shared dashboards, that is Teams.

$44/month billed yearly ($529) · or $59 monthly

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08Questions

Before the pipeline review.

No. Leads and contacts are created out of real email conversations, and every reply and calendar meeting lands on the account's history on its own. Connected sources sync every five minutes, duplicates are caught before they become two records, and the last 150 days of email are imported at setup so an account has a past on day one.