500+

Businesses

50K+

Deals Closed

₹12Cr+

Revenue Tracked

99.9%

Uptime

AI-Powered Features

Intelligent Features, Zero Complexity

From lead capture to payment collection — manage your entire sales lifecycle from one dashboard.

AI Lead Scoring

AI automatically captures, scores, and prioritizes leads from web forms, Google Sheets, and WhatsApp. Never lose a prospect.

Visual Pipeline

Drag-and-drop Kanban boards with customizable stages. Track every deal from first touch to close.

GST Invoicing

Generate GST-compliant invoices, track payments, auto-apply late fees, and send dunning reminders.

Smart Email Campaigns

AI-optimized drip campaigns with smart scheduling, quiet hours, and detailed open/click analytics.

Proposal Builder

Create stunning, shareable deal proposals with e-signatures. Track views and responses in real-time.

AI Reports & Analytics

AI-driven dashboards for revenue forecasting, pipeline health, team performance, and conversion funnels.

Task Management

Assign tasks, set deadlines, sync with Google Calendar, and collaborate with your team.

Online Payments

Collect payments via Razorpay payment links embedded directly in your invoices.

Enterprise Security

Role-based access, workspace isolation, and platform-admin governance for enterprise-grade security.

AI-Driven Pipeline A–Z

From Lead to Revenue

See exactly how Fliphats CRM takes a raw lead and turns it into a paying customer — step by step.

Step 1

AI Lead Capture

AI captures leads from your website forms, Google Sheets sync, CSV imports, and WhatsApp — auto-tagging each with source for attribution.

Step 2

Smart Qualify & Score

AI-powered lead scoring automatically ranks prospects by engagement. Smart assignment routes leads to the right team member.

Step 3

Move Through Pipeline

Drag deals across your customizable Kanban pipeline — New → Contacted → Qualified → Proposal Sent → Negotiation → Won. Every transition tracked.

Step 4

Send Proposals

Generate beautiful, shareable deal proposals with a unique public link. AI tracks views and suggests optimal follow-up timing.

Step 5

Generate Invoice

One-click GST-compliant invoice from won deals with line items, taxes, discounts, and embedded Razorpay payment links.

Step 6

Collect Payment

Track partial payments, auto-apply late fees, and AI-triggered dunning reminders. Razorpay payments reconciled automatically.

Step 7

AI Nurture & Retain

AI-driven email drip campaigns for automated follow-ups, re-engagement sequences, and smart timing to keep customers coming back.

Step 8

Analyse & Grow

AI dashboards surface revenue trends, conversion predictions, team leaderboards, and pipeline velocity for data-driven decisions.

Get in Touch

Have questions? We'd love to hear from you.

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