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Understanding how client relationship management brings better engagement

In today’s world, service-based businesses thrive not just on the work they do, but on the relationships they build with their clients. We designed Fintrano to make client relationship management effortless — without the complexity of traditional CRMs. By focusing on clear communication, smart automation, and a professional customer experience, we help your businesses stand out from the crowd.

We take care of the communication

When you schedule a job, we immediately send your client a confirmation by text and email. This speedy response is unusual and impressive, helping you stand out from your competition.

The day before the job, we follow up with a friendly reminder, again, by text and email. If there's a problem, it gives your customer time to let you know. But more likely, it simply locks in the appointment,

When you're on your way, a single tap in the worker app sends your client a live location link, so they know exactly when to expect you. This reduces no-shows, builds trust, and shows clients you value their time, without you lifting a finger.

This reduces no-shows, builds trust, and shows clients you value their time, without you lifting a finger.

We help you look more professional

Every message we send on your behalf is branded with your business name and written in plain, clear language. Your clients will feel informed and looked after throughout the entire process. After each job, we can automatically invite them to leave a review, helping you grow your reputation while you focus on the next task.

We keep everything organised

With Fintrano, all your customers, jobs, and notes are in one place. If a customer calls, you can see their history and upcoming jobs at a glance. You don’t need to juggle multiple apps or dig through your calendar; we keep it simple and searchable.

We grow with you

Whether you're a one-person business or managing a growing team, we offer plans that fit. Our Fintrano Grow plan covers up to 25 jobs per month for £20 (80p per additional job), while our Fintrano Pro plan includes 200 jobs per month for £120 (60p per additional job). Both allow unlimited users and customers, and you can easily scale up as you need.

Both allow unlimited users and customers, and you can easily scale up as you need.

We work where you do

You can use Fintrano on your phone, your laptop, or both. Your team on the road can share their location with a tap, and your admin team in the office can schedule jobs, send updates, and track everything in real time. Everyone stays connected, and your clients feel looked after.

If you want to manage your client relationships more easily, and look more professional while doing it, we’d love you to give Fintrano a try. Give it a go today and get your first month free.

Let’s make client relationships one less thing to worry about.

Photograph of Iain

About the author

Iain

Iain is a software developer with over 25 years in the industry. He runs Prominent Media, a software company based in Milton Keynes. Fintrano is his brainchild.