Flaxxa CRM is sales CRM software for small and growing teams. Leads arrive by hand, from a CSV or through the API, move across drag-and-drop pipelines, get scored by your rules and followed up by email and WhatsApp sequences, while deals carry line items, quotes and a weighted forecast.
Capabilities
Everything CRM ships with.
Lead management
Pipelines & deals
Stage automations
Sequences
Scoring & forecasts
Quotes, meetings & API
Built on Flaxxa, so sign-in, billing, your team and the audit log are shared with the other Flaxxa apps: one workspace, not separate vendors stitched together.
Leads
Add leads by hand, import a CSV, or sync them from your own site or platform through the API. Each lead records its source, lands on the pipeline you choose and is checked for duplicates.
Pipelines
Build a pipeline for each sales process with its own stages and win probabilities, then drag leads and deals across the board as they move.
Follow-up
Automations act the moment a lead or deal changes, and sequences send a timed series of emails or WhatsApp template messages until the lead replies or the sequence ends.
Deals & insight
Give deals line items from your product catalogue, send a quote as a PDF with a web link, and see win rate, source performance and a weighted forecast for the month, quarter or year.
Import a CSV, sync from your platform through the API, or add leads by hand onto the pipeline you choose.
Your scoring rules rank each lead, and automations and sequences take the next step when it changes.
Drag deals across the board, send the quote, book the meeting and watch the forecast update.
The core capabilities at a glance. The full feature catalog breaks each one down.
01 / 06
Capture, dedupe, qualify, convert
Leads from CSV, the API or by hand, with sources, owners, tags, custom fields and saved views.
02 / 06
Boards, stages, probabilities
Several pipelines with drag-and-drop boards, deal values in your currency and expected close dates.
03 / 06
When this happens, do that
Assign, tag, create a task, update a field, enrol in a sequence, notify Slack or call a webhook.
04 / 06
Email and WhatsApp follow-up
Timed steps with merge fields, started by hand, when a lead is qualified or when a deal enters a stage.
05 / 06
Rule-based scores, weighted forecasts
Score leads hot, warm or cold by your own rules, and forecast the month, quarter or year by stage probability.
06 / 06
PDF quotes, Calendar bookings, REST API
Quotes from deal line items, meetings booked through Flaxxa Calendar, and an API with signed webhooks.
Go deeper
Sales pipeline software with drag-and-drop boards, several pipelines, stage win probabilities, rotting deal alerts and automations on every stage change.
Lead management software: capture leads by CSV, API or by hand, dedupe on email, phone or your id, assign owners, qualify and convert leads into deals.
Sales email sequences inside your CRM: timed email and WhatsApp template steps with merge fields, started by hand, on qualification or on a deal stage.
Rule-based lead scoring: add points for the fields and values that matter, band leads into hot, warm and cold, and rescore all leads when rules change.
Track deals with values, currencies, close dates, products and discounts. Send PDF quotes with a web link, flag rotting deals and log every activity.
CRM workflow automation: when a lead is created, moves stage or is qualified, assign it, tag it, create a task, enrol it in a sequence or call a webhook.
Sales forecasting and CRM reports: weighted forecasts by month, quarter or year, win rate, conversion by source, team performance and pipeline by stage.
A CRM with WhatsApp: send Meta-approved templates in sales sequences from your Flaxxa WAPI number and log inbound WhatsApp messages on the timeline.
A CRM REST API: upsert leads by your own id, bulk upsert with per-row results, idempotent creates, deals, contacts, pipelines and signed webhooks.
Pick the playbook that maps to your operation. Each one walks through how teams in that industry put CRM to work.
FOR AGENCIES
A CRM for agencies: track enquiries, a pipeline per service, services as line items, PDF quotes with a web link and automatic follow-up sequences.
Read playbook
FOR B2B SAAS
A CRM for B2B SaaS: sync sign-ups by your own user id, score them by plan and company, start sequences on qualification and book demos from the deal.
Read playbook
FOR EDUCATION & ADMISSIONS
A CRM for education and admissions: sync student enquiries, a pipeline per course, WhatsApp template and email follow-ups and conversion by source.
Read playbook
See how we stack up
Comparison
A HubSpot CRM alternative with pipelines, lead scoring, email and WhatsApp sequences and forecasts on Flaxxa plans, not per seat. Free plan, no card.
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Comparison
A Pipedrive alternative with drag-and-drop pipelines, rotting deal alerts, lead scoring, email and WhatsApp sequences and an API. Free plan, no card.
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Comparison
A Zoho CRM alternative with pipelines, rule-based lead scoring, sequences, WhatsApp template steps, forecasts and an API. Free plan, no card.
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Comparison
A Freshsales alternative with drag-and-drop pipelines, rule-based lead scoring, email and WhatsApp sequences, forecasts and an API on Flaxxa plans.
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Flaxxa CRM ships alongside the rest of the Flaxxa ecosystem — install only what you need.
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LiveWrite one post, publish it to every network you're on, from one composer.
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LiveRecord, host and share videos that turn viewers into customers.
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LiveInteractive product demos that move — recorded in Chrome.
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LiveE-signature software to send documents for signature, in the app or with one API call.
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LiveCRM software for leads, sales pipelines, deals and follow-up sequences.
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LiveWebinar software for live, evergreen and just-in-time webinars, from registration page to replay.
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LiveTask management app with projects, a kanban board and reminders for teams.
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Flaxxa CRM is sales CRM software: leads, contacts and deals on drag-and-drop pipelines, with rule-based lead scoring, stage automations, email and WhatsApp sequences, quotes, forecasts, reports and a REST API. It is one of the apps on Flaxxa's plans.
CRM software for leads, sales pipelines, deals and follow-up sequences. — start free in minutes, no credit card.
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