CRM software features, from first lead to closed deal.
41 capabilities across 8 categories. 9 have a dedicated deep-dive page with mockups, problem framing, and customer outcomes.
Capabilities
Everything CRM ships with.
Lead management
Pipelines & deals
Stage automations
Sequences
Scoring & forecasts
Quotes, meetings & API
- Capabilities
- 41
- Categories
- 8
- Deep-dive pages
- 9
- Login and bill with every Flaxxa app
- 1
01 / 08
Leads
Capture every lead and decide what happens to it.
7 capabilities
Capture
Add by hand, import a CSV with column mapping, or sync through the API.
Source & channel
Each lead records where it came from and how it arrived: API, import, form or by hand.
Duplicate check
Match on email, phone or company before you add, and dedupe imports on email, phone or your id.
Lifecycle
Qualify, disqualify with a reason, convert to a deal or mark lost.
Assignment
Give each lead an owner by hand, in bulk or by automation.
Lead boards
Deep diveDrag leads across a pipeline's stages, or use the lifecycle board.
Read the Lead Management deep-dive →Saved views
Save filters on status, source, owner and dates, and export to CSV.
02 / 08
Contacts
The people behind the leads and deals.
3 capabilities
Contact records
Name, email, phone, company and lifecycle stage, with deal count and total deal value.
Timeline
Every call, email, meeting, note, task and WhatsApp message on one record.
Export
Download contacts as CSV whenever you need them.
03 / 08
Pipelines & deals
See every open deal and where it stands.
7 capabilities
Multiple pipelines
A pipeline per process, each with its own stages; your plan sets how many.
Stage probabilities
A win probability on each stage, used by the forecast.
Drag-and-drop board
Move deals between stages; every move is recorded and can trigger automations.
Deal details
Deep diveValue, currency, expected close date, owner, contact and custom fields.
Read the Deal Tracking deep-dive →Line items
Products from your catalogue with quantity, unit price and discount.
Rotting deals
Open deals idle past your workspace's threshold are flagged on the board.
Win, lose, clone
Close with a reason, or clone a deal to start a similar one.
04 / 08
Automation & sequences
Let the CRM take the next step.
6 capabilities
Automations
Triggers such as lead created, lead moved to a stage, qualified, deal won or activity logged, with conditions.
Actions
Assign, add a tag, create a task, move a deal, update a field, enrol in a sequence, notify Slack or call a webhook.
Sequences
Deep diveTimed email and WhatsApp template steps with {{merge}} fields and wait steps.
Read the Sales Sequences deep-dive →Auto-enrolment
Start a sequence by hand, when a lead is qualified or when a deal enters a stage.
Opt-outs
Unsubscribed and suppressed contacts are skipped, and every step is logged.
Message templates
Reusable email and WhatsApp content for sequence steps.
05 / 08
Scoring & assistants
Know which leads and deals need you first.
4 capabilities
Lead scoring rules
Deep divePoints for field conditions you choose; leads band into hot, warm and cold.
Read the Lead Scoring deep-dive →Rescore
Recompute every open lead's score after you change the rules.
Win prediction
A rule-based win probability per deal, with risk factors such as stale activity.
Next step & drafts
A suggested next action and a stage-based email draft for each deal.
06 / 08
Quotes & meetings
Move the deal forward from the deal itself.
4 capabilities
Product catalogue
Products with SKU and price, added to deals as line items.
Quotes
Build a quote from the deal's line items and email it as a PDF with a web link.
Meetings
Book, reschedule or cancel a Flaxxa Calendar meeting from a deal.
One-off email
Send an email from a lead or deal and log it on the timeline.
07 / 08
Reports & forecasts
See what is working and what will close.
5 capabilities
Dashboard
What needs attention, such as overdue tasks, untouched new leads and stale deals, and what changed since the last period.
Analytics
Win rate and lead conversion by source.
Team performance
Deals, value, leads and conversion per rep.
Forecasts
Deep diveTotal and weighted value of deals closing this month, quarter or year.
Read the Forecasts & Reports deep-dive →
08 / 08
Customise & connect
Fit the CRM to your process and your stack.
5 capabilities
Custom fields
Your own fields on leads, deals and contacts, used in forms, imports and the API.
REST API
Deep diveLeads, contacts, deals, pipelines, activities and sequences, with scoped API keys.
Read the CRM API deep-dive →Upsert & bulk
Create-or-update by your own id, and bulk upsert with per-row results.
Webhooks
Signed lead, deal, activity and sequence events to your own endpoint.
Zapier, Make, n8n
Send records to any webhook URL from an automation.
Every feature inherits the platform.
Sign-in, billing, your team, roles and the audit log come from the Flaxxa workspace, so Flaxxa CRM works alongside the other Flaxxa apps on one account.
Flaxxa CRM features: common questions
It keeps your leads, contacts and deals in one place. Leads arrive by hand, from a CSV or through the API, move across drag-and-drop pipeline boards, are scored by your own rules and followed up by sequences. Deals carry line items, quotes and expected close dates, and reports and forecasts show where the pipeline stands.
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