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.
$499 a month for your whole team. 14-day free trial. No per-seat fees.
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.
Campaigns
Invite three hundred people, one at a time.
Build the audience from the CRM you already keep — employers in your region, referring attorneys, everyone you have met this year — and Flyte sends each person their own email. Not a BCC list with three hundred strangers on it.
Audiences are questions, not lists
“Decision makers at active accounts in Colorado.” The audience re-answers itself every time you send, so it is never a stale export somebody made in March.
Consent is by topic
Someone who left your newsletter still gets their event invitation, unless they said no to that too. Unsubscribes and bounces are enforced by the database, not remembered by a person.
Your domain, your name
Campaign email is ready once your sending domain is connected. You verify a domain with your DNS provider and approve the addresses you send from; Flyte refuses to send from a domain you have not verified, which is also why it lands in an inbox.
Reporting that counts real things
Sent, delivered, bounced, complained, unsubscribed — per recipient, from your provider’s own delivery events. Where open tracking is not switched on, Flyte says so rather than showing a zero you would read as “nobody opened it”.
Automations
When this happens, make sure someone does that.
You write the rule in a sentence and Flyte shows you exactly what it will do before you switch it on. Today that means creating work and notifying your team — never writing to a customer on its own.
a deal moves to Proposal
it is worth more than $25,000
create a follow-up for the owner in 3 days
Automations create work
They make tasks, set reminders, flag a quiet account and notify your team. That is the whole list, and it is the list on purpose.
Outbound stays controlled
Flyte never sends arbitrary AI-written messages on your behalf. Today an automation can create work and notify your team, and nothing else. Where automated outbound arrives, it will always require an approved template, a verified sender, an eligible recipient and unsubscribe compliance — never a machine writing to your customer unattended.
They cannot act twice
Every rule remembers what it already did. Re-running one does not produce a second copy of the same task.
You can see every action
Each automation keeps a log of what it did and why, so an unexpected task always has an explanation.
Goals and performance
How is it going, without asking anyone.
Daily and weekly goals people set for themselves, an individual scorecard, and one manager view across the team — built from work that actually happened, not from a status meeting.
Goals in your own words
Twelve outreach calls a day. Four discovery meetings a week. Three posts published. The goal is counted from the record, so nobody updates a spreadsheet to prove it.
A day that ends knowing
Progress is visible while there is still time to do something about it, which is the only time progress is useful.
One manager view
Activity, pipeline, goals met and accounts going quiet, per person. Leadership sees the team; everyone else sees their own work.
Nothing is invented
Where Flyte has not measured something, it says so rather than showing a confident number nobody can trace.
Getting started
Your first hour.
No implementation project, no onboarding call you have to schedule two weeks out.
- Create your workspace
A name, your timezone and your colour. About a minute, and no card.
- Invite your team
Owners, managers, reps and read-only viewers. Everyone is included in the price.
- Bring in your contacts
Upload a spreadsheet, match your columns, and review every row — including the duplicates Flyte finds — before anything is written. Nothing is ever silently overwritten.
- Pick a starting point
Sales, marketing, operations or a general CRM. Flyte sets up goals you can change, and creates no pretend companies or fake deals.
- Start your Monday
You land on My Work, with your own queue, and the product is already useful.
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.
$499 a month for your whole team, and 14 days to decide whether it is worth it. Bring your own contacts and run your real pipeline through it.