Jiminny

Your CRM deals, accounts and contacts with every conversation your team has had on them — what each tab shows and how to use it.

Revenue Insights

Choose which signals flag a deal as at risk in Revenue Insights, per team.

Setting up Deal Risks for your team

Choose which CRM fields appear for deals, accounts and contacts in Revenue Insights, order them, and see which field types you can edit from Jiminny.

Manage CRM fields in Revenue Insights

How Jiminny shows deal amounts in multiple currencies and calculates totals, for Salesforce, HubSpot and Microsoft Dynamics 365.

Managing multiple currencies in Jiminny

Syncing Emails to Jiminny

Office 365 Email Sync: What Admins Need to Know

Setting up Google Workspace email sync for Admins

Sync your emails to Deal Insights

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Create your workspace and invite the people you work with.

Set up your account

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

Ship something

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

Connect your stack

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

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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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