Productive

Organize and track your clients efficiently by managing companies, sales deals, budgets, and contacts in Productive.

Adding Client Companies

Organize client interactions in Productive's company pages. Manage projects, deals, budgets, invoices, contacts, and more, all in one place.

Managing Client Company Pages

Learn how to edit and manage company codes in Productive.

Company Codes in Productive

Learn how to archive and restore companies in Productive.

Archiving and Restoring Client Companies

Group related client companies under a parent organization for easier filtering and reporting across your entire portfolio.

Parent Companies

Client Companies

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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