vizrm

Ready-made colour overlays for CRM activity and deal value — see who you have been talking to, who has gone quiet, and where the value sits.

Org Chart Heatmaps

Choose which CRM fields appear on your org chart cards, colour the cards, and share views with your team.

Custom Org Chart Views

How to analyze org-charts with heat maps and custom analytics

Analyzing Org Charts

Create a custom design with text, images, and links

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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.

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

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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.

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

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

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

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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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