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For Sales Teams

CashFish Platform

For Sales Teams

For Sales Teams

A CRM that knows whether the deal actually got paid.

2-min setup per connection

150 days of history imported

Zero manual entry

4-day free trial · full refund

The old way vs CashFish

Hours back, every single week.

TASK

THE OLD WAY

WITH CASHFISH

Monthly bookkeeping

20–40 hours

2–4 hours

Receipt processing

5–10 min each

Seconds, automatic

Invoice & deal tracking

Scattered spreadsheets

Deal-to-cash, live

Reconciliation

4–8 hours a month

Automated

Financial statements

Days after month-end

Real time

Year-end prep

2–4 weeks

Always ready

Most CRMs stop at closed-won. CashFish keeps going — matching every deal to the invoice it should generate and the payment that should follow, so your pipeline reflects cash, not optimism. It’s the CRM and the money, finally in the same system.

Why it matters

The gap between closed-won and cash-in is where revenue quietly dies: deals won but never invoiced, invoices sent but never chased, accounts drifting away unnoticed. A standalone CRM can’t see any of it. CashFish can, because it watches the deals and the money together.

What you get

  • Smart Pipeline with multiple pipelines and templates for Services, E-commerce, Subscription and Marketplace models

  • Deal matching that connects payments received to the deals that won them

  • Activity Intelligence — meeting, calendar and email signals turned into deal momentum

  • Revenue Leakage alerts for unbilled won deals, missing invoices and stale deals

  • Retention Intelligence to catch at-risk accounts before they churn

  • Revenue Operator: evidence-based recommended actions, executed only when you approve

How it works

1. Connect your email, calendar and payment tools in about two minutes each via OAuth — and import contacts from HubSpot, Salesforce, Pipedrive, Zoho CRM or Notion.

2. AI matches payments to deals, reads activity signals into momentum, and surfaces leakage: won deals with no invoice, invoices with no payment, deals going quiet.

3. You approve each recommended action before it runs. Your pipeline stops being a forecast of hope and becomes a view of real revenue.

Close the gap between closed-won and cash-in. Try CashFish free for 4 days on Scale — cancel anytime, full refund guarantee.

Start in minutes

Connect in about 2 minutes

150 days imported automatically

AI extracts and organizes it all

You approve — done

4-day free trial · Cancel anytime · Full refund guarantee

Stop fighting your finances.

4-day free trial · Cancel anytime · Full refund guarantee

Start managing money smart.

Start managing money smart.

4-day free trial · Cancel anytime · Full refund guarantee

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CashFish

CashFish

CashFish