Scattered sources
Form emails, spreadsheets and chat messages, all in different places.
CRM · Lead Management
Lead management software for small teams.
Lead management is capturing every lead, deciding which are worth pursuing and following them up until they become deals. Flaxxa CRM brings leads in by CSV, API or by hand, catches duplicates, gives each an owner and a score, and tracks it from new to qualified, converted or lost.
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Capabilities
Everything CRM ships with.
◉
Lead management
◇
Pipelines & deals
✦
Stage automations
⌬
Sequences
◐
Scoring & forecasts
▣
Quotes, meetings & API
The full feature list→ Start free
- Ways leads arrive
- CSV · API
- Email, phone or your id
- Dedupe
- Manual, bulk or automated
- Owners
- New to converted
- Lifecycle
01 / 04
Why do leads slip through the cracks?
No owner
A lead everyone saw is a lead nobody called.
Duplicates
The same person entered three times, each with half the story.
02 / 04
How does Flaxxa CRM manage a lead?
Capture
Import, sync through the API or add by hand; source and channel are recorded.
Check and assign
Duplicates are matched, and the lead gets an owner by hand or by automation.
Score and follow up
Scoring rules rank it, and sequences or tasks take the next step.
Decide
Qualify and convert it into a deal, or disqualify or lose it with a reason.
03 / 04
What lead management features are included?
CSV import
Upload a CSV or TSV, map columns to fields and choose how to match existing leads.
API sync
Upsert by your own id or in bulk, onto the pipeline you choose.
Tags and custom fields
Your own fields and tags, filterable in saved views.
Bulk actions
Assign, qualify, change status, tag, enrol or delete many leads at once.
Lead boards
A pipeline board for leads, or the lifecycle board by status.
Export
Download filtered leads as CSV.
04 / 04
What changes when every lead has a home?
Nothing lost
Every source lands in one list.
Clear ownership
Each lead has someone responsible.
Clean data
Matches update, not duplicate.
Keep exploring
More CRM capabilities
Lead Scoring
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.
Sales Pipeline
Sales pipeline software with drag-and-drop boards, several pipelines, stage win probabilities, rotting deal alerts and automations on every stage change.
CRM API
A CRM REST API: upsert leads by your own id, bulk upsert with per-row results, idempotent creates, deals, contacts, pipelines and signed webhooks.
FAQ
Lead Management: common questions
The process of capturing leads, deciding which are worth pursuing, following them up and turning the good ones into deals. Lead management software keeps that process in one shared place.
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Try Flaxxa CRM free.
Spin up a workspace and put Lead Management through its paces.
Free plan · No credit card · Cancel anytime