FlareCRM

PRODUCT

One timeline.Everything on it.

Five things it does, shown at the size you will use them. Every screenshot on this page is the real product.

01 · CALLS

Connected to your Yeastar PBX

The product knows who is calling before you answer, dials from any number on any screen, and keeps the recording against the call.

  • Screen pop within a third of a second of the ring, on whatever page is open
  • Click to call from any phone number in the product
  • Live calls board for managers: ringing, talking, who and since when
  • Call outcomes you define, set at the end of every call
  • Recordings kept for the number of days you set, with every play audited
Connected to your Yeastar PBX

02 · WHATSAPP

One number, one inbox, one thread per customer

Unassigned messages sit in a queue until somebody picks them up, and the whole team sees the same history.

  • One conversation per customer, not per agent
  • Assign, close, reopen and archive
  • The 24 hour reply window is shown, and templates take over when it closes
  • Delivery ticks: queued, sent, delivered, read, failed with the reason
  • Unknown numbers become contacts in one click
One number, one inbox, one thread per customer

03 · THE TIMELINE

Everything against one record

Calls, messages, notes, tasks, files and stage changes land on it in order, with a time and a name, whoever did them.

  • Contacts with several phones and emails, a company, an owner and tags
  • Leads that convert to a contact, a company and a deal in one step
  • Notes with mentions, and files against any record
  • Custom fields of nine types on every entity
  • Duplicates found by phone and email, merged with the history kept
Everything against one record

04 · DEALS

A board per pipeline, stages you name

Each stage carries a probability, and the forecast is weighted by them. Won and lost carry a reason, so the conversion report means something.

  • Drag between stages, with totals per column
  • Value in shillings, expected close, owner, the next task
  • Stage history on every deal
  • Forecast by close month, weighted and unweighted
A board per pipeline, stages you name

05 · REPORTS

Six reports, each a table and a chart

Agents see their own numbers, managers their team, administrators everything.

  • Calls summary, agent performance, missed calls
  • Pipeline summary, conversion, forecast
  • Every report exports to CSV and prints cleanly
  • Times in Africa/Nairobi, not UTC

Also in the box

Because a CRM without them is not one.

Two-factor authenticationRoles: admin, manager, agentTeams and ownershipGlobal search and a command paletteTasks with a calendarCSV import with column mappingWeb forms that create leadsA manual with real screenshots

See it on your own data.

A forty-five minute call, then a demo. Nothing to install to see it.

Book a demo