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JustSell for fintech

Answer fintech leads first, keep data controlled

See how teams in fintech use JustSell to share every enquiry fairly, follow up quickly, control who sees customer details, and move from lead to quote and invoice.

Talk to usSee how it works
  • 0–100lead score with a suggested next step
  • 7ready-made roles to start from
  • 50,000rows in one CSV or Excel import
  • 23currencies for GST or VAT

Why it matters

Why fintech companiesneed one system.

Fintech buyers compare several providers in one afternoon and go with whoever answers first. Leads arrive from website forms, demo requests and partners, while sensitive customer data sits across sheets and chats. Without one system, enquiries wait unassigned, follow-ups slip, and nobody can show who changed which record. Quotes live in email and invoices in another tool. One record per lead keeps speed, access and proof in the same place.

Challenges, answered

Where sales slip,and how JustSell holds them.

Common ways fintech companies lose a sale, each matched to what JustSell does about it today.

  • The problemDemo requests wait while reps check who owns them
    With JustSellAuto-assignment per source shares leads equally, by percentage, to the fewest open leads or with a daily cap. Every hand-off goes to the Rotation log.
  • The problemSign-ups from your product never reach sales
    With JustSellWebhooks send leads from any tool that can post one. A scheduled pull also works, and each lead lands on the list with an owner.
  • The problemSlow replies lose the buyer to a rival
    With JustSellA response-time rule warns the rep when a lead is untouched and alerts the manager, so a quiet lead does not go unnoticed.
  • The problemToo many people can see customer phones and emails
    With JustSellMask emails and phone numbers, give each person one of 7 ready-made roles, and use Preview as any teammate to check what they see.
  • The problemNo record of who changed what
    With JustSellThe audit log records sign-ins and changes. Two-step sign-in uses an authenticator app, and GDPR export and erase are built in.
  • The problemQuotes and invoices sit outside the CRM
    With JustSellBuild a GST quotation from catalogue items, the client accepts online, and one click makes an invoice numbered by financial year.

What you use every day

What your teamuses every day.

  • Webhooks and forms

    Website forms, Custom Forms with your own questions, chat and webhooks bring every enquiry onto one list without retyping.

  • Fair auto-assignment

    Each source shares leads by your rules, and the Rotation log shows who got what and when.

  • Roles and data masking

    Org chart with managers, 7 ready-made roles, masked emails and phones, and a private workspace per company.

  • Score and next step

    Every lead gets a 0–100 score and a suggested next step, so reps start with the leads most worth a call.

  • Email Journeys

    Send steps by email that react to what each lead does. Opted-out people are left out on their own.

  • Deal board and forecast

    A column per status shows each deal's value and win %, then adds them into a weighted forecast.

How it runs

Moments that matter,handled the same way every time.

  • When a demo request comes in from your website

    1. The form or webhook creates the lead and the source rule picks an owner.
    2. The rep is warned if nobody responds in time, and the manager is alerted.
    3. The rep calls or sends WhatsApp in one tap, logged on the lead.

  • When a prospect asks for a price

    1. Build a GST quotation from your catalogue and run the Standards check.
    2. Share it on WhatsApp or email and the client accepts online.
    3. One click turns the accepted quote into an invoice.

  • When a new teammate joins the team

    1. Place them under a manager in the org chart and pick a ready-made role.
    2. Use Preview as any teammate to confirm what they can see.
    3. Masked phones and emails stay hidden, and changes go to the audit log.

Built for

Built forfintech companies of every size.

  • Lending
  • Payments
  • Wealth management
  • Insurtech
  • Neobanks
  • Expense management
  • Investment platforms
  • B2B finance tools

What changes

  • Faster first replies
  • Every lead has an owner
  • Tighter access to customer data
  • A clear audit trail
  • Quotes that close faster
  • Forecasts you can trust

FAQ

Straight answersfor fintech companies.

  • Does JustSell connect to our product for sign-ups?

    Yes, through webhooks. Any tool that can send a webhook can create a lead in JustSell. A scheduled pull from other systems also works, as do website forms, Custom Forms and CSV or Excel import.

  • Can we limit who sees customer phone numbers and emails?

    Yes. You can mask emails and phone numbers, set roles from an org chart with managers, and start from 7 ready-made roles. Sign-ins and changes are written to an audit log.

  • Is JustSell a payments or lending system?

    No. It is a sales CRM. It takes a lead to a GST quote and an invoice, and you can record full or part payments. It does not collect payments online or file returns, so your books stay in your accounting tool.

  • Do you offer fintech-specific modules?

    No. JustSell is one sales CRM used by teams in many industries. Fintech teams name their own stages and pipelines and use Custom Forms with their own questions.

Reply first, with your data in control

Leave your details and the JustSell team will set up your workspace with you, website and forms included.

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