C
Customer 360
See account details, activity, revenue, invoices, quotes, notes, files, tickets, relationships and next-best actions from one profile.
Built for sales, service, finance and operations teams
Flute CRM
A complete business CRM for managing customers, pipelines, invoices, quotes, inventory, support, documents, action workflows and finance-ready analytics from one connected workspace.
360°Customer intelligence
1Daily action center
24/7Operational visibility
128Open actions
42Hot deals
16Invoices due
91%Task health
Today in Action Center
Follow up stale enterprise dealSales
Collect overdue invoiceFinance
Resolve open customer ticketSupport
Review inactive customer accountCRM
Performance
Everything your team needs to know what to do next.
Flute CRM combines customer context, sales execution, finance workflows and operational reporting so every user can move from insight to action without switching tools.
A
Action Center
One daily command page for overdue invoices, stale deals, due tasks, open tickets, expiring quotes and inactive customers.
S
Sales Management
Track deals, stages, products, suggestions, follow-ups and revenue movement with dashboards that support real selling work.
F
Finance Workflows
Create and manage invoices, quotes, advance payments, approvals, revenue recovery and customer balance visibility.
I
Inventory and Products
Manage products, price books, stock levels, warehouses, locations, reorder signals and dead-stock handling actions.
R
Reports and Analytics
Use dashboard views, sales reports, operational tables and KPI views to understand activity, pipeline, margin and service health.
Designed around operational rhythm, not just record storage.
Flute CRM helps teams work the day: identify what matters, open the right record, take action, then measure the result.
1
Start with priorities
Action Center surfaces work across sales, finance, service and customer health.
2
Understand the account
Customer 360 keeps activity, commercial history and relationship details together.
3
Execute the workflow
Create quotes, invoices, tasks, notes, tickets, documents, approvals and recovery actions.
4
Measure the outcome
Dashboards and reports show what improved, what slowed down and where to focus next.
A detailed CRM platform in one install.
Use Flute CRM as the operating layer for customer-facing teams and back-office teams together.
| Area | What it includes | Business value |
|---|---|---|
| Customers | Customer 360, contacts, notes, calls, meetings, documents, activity, relationship map and inactive-customer tracking. | Keep every customer conversation informed and contextual. |
| Sales | Deals, pipelines, stages, deal products, suggestions, quotes, offers and sales analytics. | Move opportunities forward with fewer missed follow-ups. |
| Finance | Invoices, payments, advance payments, revenue recovery, approvals and customer balance panels. | Shorten collection cycles and connect commercial work to cash flow. |
| Support | Tickets, SLA-ready workflows, customer portal support, replies and open-ticket visibility. | Resolve customer issues while preserving account context. |
| Inventory | Products, stock, warehouses, warehouse locations, reorder visibility and dead-stock actions. | Bring inventory decisions closer to sales and finance data. |
| Analytics | Dashboards, report builder, sales reports, purchase reports, KPI views and action-led stats. | Turn CRM records into decisions the team can act on today. |
| Operations | Action Center, tasks, approvals, notifications, audit visibility and role-based navigation. | Give every user a focused workspace based on their responsibility. |
Built for teams that need depth.
Flute CRM is ready for product-led sales, finance operations, service teams and management reporting without losing day-to-day usability.
Sales leadersPipeline, stale deals, revenue trends, quotes, close priorities and team activity.
Finance teamsInvoices, overdue accounts, recovery actions, approvals, payments and balance views.
Support teamsTickets, customer history, portal workflows and open issue tracking.
Operations teamsInventory, products, dead stock, documents, tasks, notifications and action queues.
Open your CRM workspace.
Jump from this landing page straight into Flute CRM to manage customers, work actions, view analytics and run your business workflows.