Flyte CRM
Everything that matters.
One place to act.
Flyte CRM brings relationships, conversations, tasks, follow-ups and business activity into one operating view so teams always know what happened and what needs to happen next.
Access is granted by invitation while the product is in early use.
My Work
Start the day knowing what needs you.
Most CRMs open on a dashboard. A dashboard tells you how last quarter went; it does not tell you who you owe a call. Flyte CRM opens on a work queue, and the queue is the whole page.
- Overdue
What slipped, and by how many days. First, before anything else.
- Due today
The list you actually work from. One click to complete, snooze or reschedule.
- Upcoming
What is coming, so today's decisions account for tomorrow's promises.
- Waiting on others
Work you handed to somebody else, still yours to chase until it closes.
- Needs attention
Deals with no next step and relationships going quiet — surfaced with the reason.
Every row carries the company, the contact, the deal, the owner, the due date and the last time anyone touched the relationship — so the decision can be made from the list, not from four tabs.
Relationship workspaces
The whole history of a relationship, on one screen.
Open a company and you get who they are, what is owed, and everything that has ever happened — in that order. Contacts, calls, meetings, notes, tasks, opportunities, uploaded activity and follow-ups, in one chronological stream you can act on without leaving.
- Work first, history second
Overdue and upcoming tasks sit above the timeline, so you never scroll through six months of notes to find out you owe somebody a call.
- One timeline, every source
Notes, calls, meetings, emails, stage changes, completed tasks and uploaded captures — one stream, colour-typed, with the exact time and the person who logged it.
- Act without navigating
Log a call, book a meeting, write a note, raise a task or start a capture from the record you are already looking at.
- Context that stays in view
Contacts, opportunities and recent captures sit in a rail that does not scroll away while you read.
Capture
From conversation to action.
The work does not happen in the CRM. It happens in a text thread, on a call, on a page of handwriting, in a PDF somebody emailed. Capture is the on-ramp for all of it: upload the screenshot, photo, note or file, and Flyte keeps the original while you turn it into organised activity and follow-up work.
Follow-through
A follow-up is not a separate to-do list.
Every task in Flyte CRM stays attached to the thing it came from — the company, the person, the conversation, the deal. That is what makes the queue readable, and what makes the record complete.
Raised where it was agreed
Create the follow-up from the capture, the note or the record itself. It arrives already linked to the company, the contact and the opportunity.
Owned by a person
Assign it and it appears in their queue with a notification. It appears in yours under Waiting on others until they close it.
Closed on the timeline
Completing a task writes to the relationship’s history, so the record of what was promised and what was done is the same record.
Why it matters
Less administration. Fewer dropped balls.
Fewer dropped follow-ups
Overdue is a tab, not something you notice three weeks later in a pipeline report.
No reconstructing the week on Friday
Log it when it happens, from wherever it happened — or upload the evidence and file it in a minute.
One place to see the relationship
Not a contact record here, a thread there, and a folder of screenshots on somebody’s phone.
A day that starts with a queue
Not a dashboard you have to interpret before you know what to do first.
No productivity percentages here. When Flyte CRM has run long enough with real teams to measure something honestly, that is what this section will say instead.
Everything that matters.
One place to act.
Flyte CRM is in early use with a small number of teams. Tell us about yours and we will get you set up.