What is Finvo?
Finvo is a white-labeled CRM platform for resellers that enables complete organization and member management, API-based data sync from external CRMs, automated invoicing, secure payments, and branded communication workflows — all under your own domain.
Why Finvo?
Most CRMs aren’t built with resellers in mind. Finvo is. Whether you serve 5 clients or 500, Finvo delivers seamless multi-tenant control, white-label everything, and automation your clients will love. One login, infinite branded instances.
CRM Platform Capabilities
Multi-Tenant CRM Engine
Manage dozens of client orgs from one interface, each branded and isolated.
API-Driven Sync
Connect to existing CRMs for live member + item data feeds.
Stripe Account
All payments flow direct to each org’s own Stripe — no middlemen.
How It Works
1. Connect CRM
Use API keys to pull members & items from external platforms.
2. Sync Data Instantly
Member and invoice item data is automatically pulled from the client’s CRM—no manual setup required.
3. Automate Invoices
We generate PDF, HTML, CSV invoices automatically.
4. Secure Payment & Refunds
Payments are processed via Stripe Connected Accounts; refunds and payment statuses are synced automatically.
5. White-Label Everything
Customize logos, colors, domains, email templates, and invoice layouts for each organization.
Platform Screenshots
Reseller Dashboard Insights
Organization Metric
See total orgs, active users, billing cycles at a glance.
Invoice Pipeline
Track sent, paid, overdue, and refunded invoices in real time.
Track Performance
Monitor revenue, invoice activity, and organization usage from a centralized Reseller Dashboard.
Alerts & Logs
Get alerts for CRM errors, invoice failures, and member access.
Security & Compliance
PCI-DSS Secure
All payments run through Stripe Connect. Finvo never stores card data.
Role-Based Permissions
Each user sees only what they’re allowed to. Fully isolated per org.
GDPR-Ready
Data is encrypted and access-logged to comply with modern standards.
