CRM
Manage contacts, pipelines, and campaigns.
Adding contacts to your CRM
Add clients, leads, and partners to your contact list manually or by asking the AI.
Importing contacts from a CSV file
Bring your existing contact list into Flotira by uploading a CSV — no manual entry needed.
Managing your sales pipeline and deals
Track deals through your pipeline and let Flotira update them as you work.
Creating and sending invoices
Create invoices, send them to clients, and record payments — right inside Flotira.
Tracking expenses and project profit
Log expenses and see profit and loss per project, all in one place.