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Finvo · a Pezel product

A CRM platform you put your name on.

Finvo lets you launch a fully branded CRM and billing platform. Sync members, automate invoicing, and route payments to each client's bank account, all under your own domain.

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yourbrand.finvo.app v2.4 · live
Finvo dashboard
What is Finvo

A white-labeled CRM platform, built for resellers.

Multi-tenant organisation and member management. API-based sync from external CRMs. Automated invoicing, secure payments, and branded communications, all on your own domain.

Why Finvo

Designed specifically for the reseller model.

Whether you serve five clients or five hundred, Finvo provides multi-tenant control, comprehensive white-labeling, and the automation your clients expect. One login, with branded instances at any scale.

/ 01 Capabilities

Built for the way resellers work.

Engine

Multi-tenant CRM, isolated by design.

Run dozens of client orgs from one interface, each on its own subdomain, with its own data, branding, and role-scoped permissions. One platform underneath, fully isolated tenants on top.

Sync

API-driven sync from the CRM each tenant already runs.

Connect each client's existing CRM with an API key. Members, line items, and billing triggers flow in continuously, no CSV imports, no overnight batches, no babysitting the sync.

Pay

Routed direct, never in the chargeback chain.

Every tenant brings their own payment processor. Funds settle directly with them, you never custody the money, never hold a balance, never get pulled into a refund dispute.

Invoices

PDF, HTML, CSV, generated, delivered, fully branded.

Triggered on a schedule or on an event. Layouts customise per org so every invoice lands looking like it came from your client, not from Finvo.

/ 02 How it works

From setup to paid, in five steps.

Step 01

Connect your client

Link the CRM your client already uses with a secure key. Finvo pulls in their customer list and product catalogue.

Step 02

Stay in sync

Customers, products and pricing stay up to date automatically as the source CRM changes. No imports or spreadsheets.

Step 03

Send invoices automatically

Invoices go out on a schedule, or when something happens in the CRM. Delivered as PDF, HTML or CSV.

Step 04

Collect payments

Payments are processed through your client’s own payment provider and settle directly to them. Refunds and receipts update automatically.

Step 05

Make it theirs

Logos, colours, domains, email templates and invoice layouts are configured per client, so everything looks like their brand.

/ 03 Inside the product

A look inside the platform.

Finvo reseller dashboard, invoices awaiting payment, converted leads, projects in progress, to-dos.
Finvo invoicing CRM marketing render, Analyze to grow your business, with real-time invoice status tracking.
Analyse · Grow

All your billing history in one place.

Past invoices and upcoming estimates sit side by side, with reporting and analytics included from day one, not sold as an upgrade.

  • Connects to the CRMs your clients are already using
  • Live status for every invoice: sent, paid, overdue or refunded
  • Combined view across all your clients, in one dashboard
Finvo marketing render, Analyze your business in real time, Direct-routed payments, smart revenue reports.
Real-time

Spot trends before they become problems.

One timeline shows invoice history and payment status for each client, with totals across your whole portfolio at the top.

  • Payments settle directly into your client’s own account
  • Customers see updates in real time, on pages branded as your client
  • Reports cover recurring revenue, churn risk and recovered late payments
/ 04 Security

Security and compliance, handled.

PCI-DSS

Card details never touch Finvo.

Payments are processed by your client’s own provider. Finvo never sees or stores card details, which keeps your PCI scope minimal.

Permissions

Everyone sees only what they should.

Permissions are set per role, per client. Each user only sees the data their role allows, and every access is logged.

GDPR

Ready for data requests, by default.

Data is encrypted in transit and at rest. Every access is logged. Customer data requests can be exported with one click.

/ 05 Pricing

Simple pricing, built to grow with you.

Launch

Solo reseller

$890 / mo
  • Up to 5 client accounts
  • Full branding and custom domain
  • Payments routed straight to each client
  • PDF, HTML and CSV invoices
  • Community support
Start trial →
Most common

Growth

$2,500 / mo
  • Up to 50 client accounts
  • Unlimited CRM connections
  • A custom domain for each client
  • Priority support with response SLA
  • Exportable audit logs
Book demo →
Scale

Enterprise

Custom
  • Unlimited client accounts
  • A dedicated environment for your business
  • Single sign-on and advanced permissions
  • A named engineer on your account
  • Custom integrations on request
Talk to us →

Let's build something real.

Pezel is a senior team building custom software and applied AI, working with our clients from first conversation through long after launch. Tell us what you're working on.

Book a demo → hello@pezeltech.com
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