CRM & SALES · PIPEDRIVE

Won in Pipedrive.Followed to paid.

312 organizations on file

Ashgrove ConsultingWON · APR 3$7,500

ATTACHED BY CASHFISHInvoices raised1Collected$7,500Days to pay12 days

Delta FreightWON · APR 10$4,900DUPLICATE MERGED

ATTACHED BY CASHFISHInvoices raised1Collected—Days to paydue May 10

Stonebridge LegalWON · APR 17$6,250

ATTACHED BY CASHFISHInvoices raised0Collected—Days to payflagged

Halden JoineryWON · MAR 27$3,150

ATTACHED BY CASHFISHInvoices raised1Collected$3,150Days to pay13 days

Rowan & PikePROPOSAL · APR 22$5,800

ATTACHED BY CASHFISHInvoices raised0Collected—Days to pay—

Coastal PartnersWON · MAR 14$2,400

ATTACHED BY CASHFISHInvoices raised1Collected$2,400Days to pay19 days

BluepeakWON · MAR 6$4,100

ATTACHED BY CASHFISHInvoices raised2Collected$4,100Days to pay15 days

Ironwood Co.OPEN · 60% · MAY 8$3,900

ATTACHED BY CASHFISHInvoices raised0Collected—Days to pay—

WON · APRIL$18,650$7,500 collected · avg 16 days won-to-paid

Pipedrive keeps your deals moving. CashFish picks each one up as it closes and follows it to the invoice and the payment — so won stops being where the story ends.

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Owner-sellersSmall sales teamsTrades & servicesFinance of one

Pipedrive · Available·Pipedrive OAuth — read-only access, no API keys to manage

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01The week after the win

You closed it yourself.
You have to invoice it yourself too.

When one person runs the selling and the books, the gap between those two jobs is measured in days — and days are where small businesses quietly lose money.

WON

Marked won on the phone, in the car park

Stonebridge Legal said yes on the 17th and the deal moved before you started the engine. The invoice was going to be a Friday job. It is now the following Thursday.

$6,250 · no invoice yet

OPEN DEALS

A pipeline that cannot tell you about next month

Eleven open deals, each with a value and a probability. None of it says what lands in the account in May, because none of it knows how long your clients take to pay.

11 open · cash date unknown

WON · INVOICED

Three tabs for one question

Pipedrive for the deal, the invoice folder for the number, the bank app for whether it arrived. The answer takes four minutes and you need it eight times a week.

deal · invoice · bank

PEOPLE

The same client, spelled two ways

Delta Freight in the pipeline, Delta Freight Ltd on the invoice. Two records, one relationship, and a total that is wrong in both directions.

held for review

Pipedrive was built to move deals forward, and it does that well. What it cannot do is tell you whether the last one was ever paid for.

02What comes across

Five things arrive.
Your pipeline is left alone.

The connection reads the pipelines you tick and nothing else. There is no API key to copy, store or rotate later.

PREADS INNEVER WRITES BACK

Everything flows into CashFish; your Pipedrive deals, stages and notes stay exactly as your team left them.

01People & organizationsmatched by email to the clients already in CashFish

02Open dealsvalue, stage, probability and expected close date

03Won dealseach one checked against your invoices — a win without an invoice gets flagged

04Deal ownerscollected revenue attributed to the person who closed it

05Custom stagesyour pipeline's own stage names, kept exactly as your team wrote them

Access is granted through Pipedrive's OAuth sign-in, appears in your Connection Health panel and is disconnected with one click. Data is protected with 256-bit encryption (SOC 2 Type II, ISO 27001, GDPR).

03The account, with its money attached

Won is the middle
of the sentence, not the end.

One April, read from a connected pipeline. Pipedrive holds the left-hand column. Everything to its right is what CashFish attached from invoices and payments it already tracks.

Ashgrove ConsultingWon · Apr 3 · $7,500Invoice #142 raised Apr 3Paid Apr 1512 days to pay$7,500

Delta FreightWon · Apr 10 · $4,900Invoice #143 sent Apr 10Due May 10Duplicate record merged$4,900

Stonebridge LegalWon · Apr 17 · $6,250No invoice yetFlagged the same day$6,250

Halden JoineryWon · Mar 27 · $3,150Invoice #138 raised Mar 27Paid Apr 913 days to pay$3,150

Rowan & PikeProposal Sent · Apr 22Nothing raisedEstimate read from the thread$5,800

$18,650 won in April · $7,500 collected · avg 16 days from won to paid

Pipedrive stays the system of record for the relationship — the person, the organization, the deal, the stage names your team invented. CashFish reads them, attaches its own invoices and payments, and never writes back. A deal reopened in Pipedrive changes what you see here; nothing here ever changes Pipedrive.

04What becomes visible

The gap between
closing and billing.

Three things change once every won deal is checked against an invoice on the day it closes.

The pipeline as a cash estimate

Open deals — value, probability, expected close date — become a rough picture of the months ahead, weighted by how your clients have actually paid before. A planning aid, and labeled as one.

Estimated inflow from open deals, next 4 months ($k) — an estimate, not a promise

Won, invoiced, paid — on one line

Each won deal shows its invoice and where the money stands. When you run sales and the books yourself, this is the list that replaces three open tabs.

Ashgrove Consulting — Won Apr 3Invoice #142 · paid Apr 15$7,500Delta Freight — Won Apr 10Invoice #143 · due May 10$4,900Stonebridge Legal — Won Apr 17No invoice yet — flagged same day$6,250

Loose ends surfaced the same day

The gap between closing and billing is where small businesses quietly lose money. CashFish counts the gaps instead of letting them accumulate.

Won deal without an invoice — 13 invoices matched to won dealsAvg. won-to-paid: 16 days

Forecasts and expected-cash views are estimates built from your own history, receivables, payables and recurring patterns. They are labeled as estimates wherever they appear, and they are never presented as certainties.

05How to begin

Sign in.
Then watch the first sync land.

The whole setup is three decisions, and none of them involve a developer.

Connections are managed in the Connection Health panel in settings, where each one shows its state and can be disconnected in a click.

Connect with your Pipedrive login

OAuth sign-in, no API key to copy or rotate. Access is read-only and appears in your Connection Health panel, where one click disconnects it.

Select what comes across

Choose the pipelines and stages to bring in — custom stage names travel as-is, so the picture in CashFish speaks your team's language.

Watch the first sync land

Won deals get paired with invoices, open deals feed the cash estimate, and anything that cannot be matched is flagged for a quick decision from you.

06Connects with

What the money touches next.

HubSpotContacts, companies and deals read in, so revenue by source means dollars collected.OPEN →Zoho CRMContacts, Accounts, Deals and Products lined up with balances and payments.OPEN →StripeCard takings arriving as records, so a payment can meet the deal that earned it.OPEN →QuickBooksA one-way import into CashFish. QuickBooks stays your ledger and is never written to.OPEN →

CashFish also reads Gmail, Outlook, Yahoo Mail, iCloud Mail, Zoho Mail and any IMAP inbox, and connects to Google Calendar, Calendly, Stripe, Square, PayPal, Google Drive, Dropbox, OneDrive, Slack and Zapier. Accounting connections to QuickBooks and Xero are one-way imports into CashFish — those files stay your ledger and are never written to.

07The plan for this