CRM
Every lead, deal, and client in one pipeline.
Capture leads, qualify them into deals, and win them into clients — with tasks, notes, and files attached where the work happens. When they buy, their invoices and credit live on the same record.
- Leads and deals on pipeline boards
- Clients and contacts with full history
- Tasks, notes, comments, and files on every record
- Client credit visible where you sell
What it does
CRM, in practice.
- Leads
- Deals
- Clients
- Contacts
Pipelines you can see
Leads and deals move across board stages — drag, drop, and read the pipeline at a glance.
The whole relationship
Clients and contacts hold history, documents, and communication context in one record.
Work attached to records
Tasks, notes, comments, and files live on the lead or deal they belong to — not in a separate app.
From marketing to CRM
Campaign lead capture lands new leads directly in your pipeline, source attached.
Credit where you sell
Client credit and payment behavior are visible to the people quoting and invoicing them.
Only need this module?
Buy just CRM — Flowyana is sold per module, sized by your users and branches. Add more only when you want more.
How pricing works →One platform
Plays well with the rest.
CRM shares its records with every other module you switch on — no connectors, no syncing, no re-typing.
Questions
Asked about crm.
Where do leads come from?
Enter them directly, or capture them from marketing campaigns — each lead carries its source, and qualifying it moves it into your deal pipeline.
Can sales and CRM share the same client records?
They are the same records. The client you quote and invoice is the client in the CRM — history, credit, and documents included.
Can we shape the pipeline stages?
Yes — pipelines and stages are configurable, and deals move across them on a board built for dragging, not data entry.
Put CRM to work.
Tell us what your business runs. We’ll show you this module live — on its own or alongside the rest — and follow up with an itemized quote.