Flare CRM

The day starts with a list. Each salesperson opens Flare CRM to the calls and replies due today, ordered by the value of the deal, with overdue follow-ups at the top.

New leads that arrived overnight from the website, WhatsApp or IndiaMART are already shared out between the team, each one tagged with its source. A salesperson opens a lead, sees everything said so far, reads the AI’s draft reply, adjusts a line and sends it on WhatsApp. They move the deal to “quotation sent”, and Flare CRM sets the follow-up date.

By evening, the owner opens the pipeline and sees what moved today, which deals are stuck and who needs help, without asking anyone for a report.

Flare CRM collects enquiries from wherever customers find you:

• website and landing page forms;
• WhatsApp chats, including click-to-WhatsApp ads;
• Meta and Google lead ads;
• IndiaMART and JustDial enquiries;
• emails to your sales inbox;
• calls, logged with notes from the app.

Each lead is matched to an existing contact where there is one, so the same customer never appears twice. New leads are shared out automatically by round robin, by region or by product, and a lead nobody has touched for too long is flagged to the manager.

The AI reads the conversation on each deal and drafts the next message: a reply to a question, a quotation email, a polite reminder after silence. It writes in English or Hindi to match the customer, and in your company’s tone.

Every draft is a suggestion. Nothing is sent until a person checks and sends it. The AI also suggests which deals need attention today, such as a hot lead going cold or a quotation that was opened twice. Your conversations are used only to help your team, never to train public models.

WhatsApp is connected through the official WhatsApp Business API, on a shared business number. Salespeople reply from inside the deal on their phone or computer, and every message is saved to the deal it belongs to.

When a salesperson goes on leave or moves on, their conversations stay with the company. Approved message templates handle reminders and follow-ups outside the 24-hour reply window, and customers’ opt-in is recorded.

Quotations are built from your price list, with discounts and GST worked out. They go to the customer as a PDF on WhatsApp or email, and Flare CRM shows when the customer opens them. Each quotation sets the next follow-up, and when the customer accepts, the deal moves to won with one tap and a payment link can follow.

Reports answer the questions owners actually ask:

• which lead sources bring deals, not just leads;
• at which stage deals are lost, and why;
• how long deals take to close, by product and salesperson;
• what is likely to close this month;
• who on the team is overloaded, and who needs a hand.

Each company’s data is kept separate, stored in India and encrypted. Salespeople see their own leads, managers see their team’s, and owners see everything. Every change is logged, and you can export all of your data at any time.

Most teams start from a spreadsheet or another CRM. Flare CRM imports contacts, leads and deals, maps your columns to its fields and merges duplicates on the way in. Your team can be working in it within a day.