The problem
Finance tracks invoices in spreadsheets while sales owns the CRM. Revenue context splits across tools.
Feature
Finance
Track income and expenses on leads and projects — standalone Finance dashboard plus finance block on every integrated record.
How Vmoox helps
Finance is a Vmoox App with its own home listing revenue across the workspace. Enable on record forms to log amounts and status beside the deal.
Built for daily work
Deep capabilities teams use from day one — not a lightweight add-on.
Record block
Log payments while viewing the deal.
Standalone home
Browse all payment lines in one app.
Status tracking
Pending, paid, and overdue at a glance.
Dashboard KPIs
Summaries on workspace Dashboard.
Invoice flows
Open invoice drawer from payment context.
Cross-app
Works on Leads, Projects, Tasks, and custom apps.
What you get
Revenue tied to the record — not a loose ledger.
- Payment lines on lead and project rows
- Global payment dashboard across records
- Amount, status, and date tracking
- Pairs with Invoice for PDF generation
- Integrable on catalog and custom apps
- Dashboard widgets for payment summaries
- Vmoox Apps section in hub
- Seventh in our main app order
Payments where the deal lives
Seventh in our catalog — revenue visibility without a separate finance tool for basics.
- Integration app with standalone home
- Dashboard summarizes installed apps
- Links to Invoice when enabled
- Code-shipped integration app
Log revenue on records
Install Finance from Vmoox Apps.
Install Finance
Apps hub → Vmoox Apps.
Enable on apps
Show finance block on Leads and Projects forms.
Add lines
Amount and status on the record.
Review dashboard
Open Finance app or Dashboard widgets.
Who it's for
Real scenarios where teams run this feature every week.
Agency retainers
Monthly payment lines on client project rows.
Sales handoff
Deal value and deposits on the lead record.
Finance review
Finance app home for workspace-wide totals.
Try it in your workspace
Track income and expenses on leads and projects — standalone Finance dashboard plus finance block on every integrated record.
- Free Starter plan
- No credit card required
- Full workspace in minutes