FlairM / CRM
From first lead
to final invoice.
Keep lead activity, deals, quotations and invoices connected across your companies, on web and app.
Lead
Follow-ups, notes, activity & tasks
Deal
Pipeline & status
Documents
Quotation & invoice
Organize each record under the relevant company.
About the product
A connected view of sales work.
CRM brings categories, products, leads, deals, pipelines and sales documents into one workflow.
Teams can record follow-up work on a lead, prepare a quotation with its specifications and terms, then prepare a Standard or GEM invoice. Records are organized by company.
What CRM covers
From activity to documents.
The confirmed features support the daily work around a lead and the documents that follow.
Categories & products
Organize the items used in your sales workflow.
Lead activity
Keep follow-ups, notes, activity and tasks with each lead.
Deals & pipeline
Manage deals and their progress through a pipeline.
Quotations & invoices
Prepare documents with the applicable specifications, payment terms and conditions.
Multiple companies
Keep records organized by company.
Web & app
Use CRM through its web and app versions.
How it works
Follow the customer journey.
Choose a stage to see how CRM keeps activity and documents in view.
Leads
Follow the lead
Keep follow-ups, notes, activity and tasks together as work progresses.
Document details
Terms that travel with the work.
Quotation
Include specifications, payment terms, and terms and conditions.
Invoice
Choose GEM or Standard and include payment terms and terms and conditions.
Frequently asked
Practical answers.
Is CRM available on web and app?
Yes. Both web and app versions are confirmed.
What can I record against a lead?
Leads include follow-ups, notes, activity and tasks.
What can a quotation contain?
A quotation can include specifications, payment terms, and terms and conditions.
Which invoice types are available?
The confirmed invoice types are GEM and Standard. Invoices also support payment terms and terms and conditions.
Can I manage more than one company?
Yes. CRM supports data organized by company.
See CRM
Walk through your sales process with us.
Tell us how your team handles leads, quotations and invoices. We'll show the current web and app experience and confirm the fit.
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