Flotira's CRM includes a sales pipeline so you can see every deal and what stage it's in.
Viewing your pipeline
Open CRM in the sidebar and go to the Pipeline tab. Deals are shown by stage, so you can see what's new, what's in progress, and what's close to won.
Creating and updating deals
Add a deal manually, or just ask in chat — "create a $5,000 deal for Acme Corp and put it in negotiation." Flotira can move deals between stages, update values, and link them to the right contact.
Connecting deals to contacts
Deals link to the contacts and projects they belong to, so everything about a client lives in one place.
Letting the AI help
Ask things like "which deals haven't moved in two weeks?" or "draft a follow-up for every deal in the proposal stage."