CRM
Small business CRM built for service work
Every customer has one profile with their details, notes, and a timeline of the emails, calls, appointments, and invoices you have shared.
What you can do with Flosona CRM
Customer directory
Store contact details, company information, addresses, tags, and notes in one searchable, filterable list.
Activity timeline
See each customer’s emails, calls, invoices, appointments, and notes in date order.
Email with the customer
Connect your business email so customer messages sit with the customer record.
Import and export
Bring customers in from a CSV file and export them when you need to.
Attachments and contracts
Attach files to interactions and keep each customer’s contract on their profile.
How it works
- 1
Add your customers
Enter them one by one or import a CSV file.
- 2
Log interactions
Record calls, discussions, and follow-ups on the profile.
- 3
Book and bill
Create appointments, jobs, and invoices for the customer.
- 4
Review the history
Open the profile to see everything in one timeline.
Which plans include it
- FreeUp to 5 customers.
- SoloUp to 200 customers, CSV import and export, your business email in Flosona, and attachments.
- TeamUp to 1,000 customers, shared across your team.
How businesses use Flosona CRM
Questions
See Flosona CRM with your own workflow
Book a 15-minute demo, or choose a plan and get started today.