Pipelines you can see
Drag-and-drop boards and more than one pipeline if you need them.
CRM guide · Updated 5 November 2026
How do you choose a CRM for a small business?
Choose a CRM by starting from how you sell, not from a feature list. Write down where your leads come from, who follows them up and how, then compare free-plan limits, whether pricing is per seat, how pipelines and follow-up automation work, what it connects to, and how easily your data gets in and out.
No credit card
Free plan
Cancel anytime
flaxxa.com / product / crm / features
Capabilities
Everything CRM ships with.
◉
Lead management
◇
Pipelines & deals
✦
Stage automations
⌬
Sequences
◐
Scoring & forecasts
▣
Quotes, meetings & API
The full feature list→ Start free
01 / 04
What should you decide before comparing CRMs?
- Where leads come from: your website, ads, events, partners, a product sign-up.
- Who follows them up, and by which channel: email, phone, WhatsApp.
- The steps a deal goes through, and whether you have more than one sales process.
- What you need to report on each week or month.
- Which other tools the CRM must work with.
02 / 04
How is CRM software priced?
Most CRMs charge per user per month, with features unlocked on higher tiers. Sequences, lead scoring and forecasting are often reserved for the middle or top plans, so check which tier the features you need actually sit on, not just the starting price.
Flaxxa CRM works differently: it is part of Flaxxa's plans rather than a per-seat subscription, and each plan sets CRM limits such as leads, deals, pipelines and sequences. The pricing page shows the current plans.
03 / 04
Which features should a small team insist on?
Lead capture
Import from CSV and an API or integration, so leads don't get retyped.
Follow-up automation
Rules that act when a deal changes stage, and sequences for follow-up.
Duplicate handling
Matching on email, phone or your own id, so the same person isn't entered twice.
Reports and forecast
Win rate, source performance and a weighted forecast.
Data export
Your leads and contacts out as CSV whenever you want them.
04 / 04
How do you test a CRM before committing?
Run a real week in it. Import a sample of your leads, rebuild your pipeline stages, set up one automation and one follow-up sequence, and ask whoever does the selling to work from it. Watch for the moments people go back to their spreadsheet or inbox: that is where the CRM doesn't fit.
Finally, check how leads will keep arriving after day one. A CRM that needs leads typed in will slowly go stale.
FAQ
Choosing a CRM: common questions
Often, yes. A free plan lets you prove the habit before paying. Check the limits on users, records and pipelines so you know when you will outgrow it.
Put it to work
CRM features for this
Lead Management
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 Automation
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.
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.
Get started in minutes
Try Flaxxa CRM free.
Start on the Free plan, no credit card needed.
Free plan · No credit card · Cancel anytime