FLAIRE Nova (CRM)

The CRM built for teams that close. Nova scores every lead, monitors deal health, runs your campaigns, and writes your emails — so your team focuses on the conversations that matter.

FLAIRE Nova (CRM) — Dashboard
Sales Pipeline
47
New Leads
$284K
Open Pipeline
Won Deals+32% conversion
Aria
Acme Corp: 89% win probability
5 leads awaiting scoring
Sentiment: 2 at-risk accounts
Aria: 3 high-value opportunities ready to close this week

Lead & Contact Management

Lead Lifecycle Management

Full lead tracking with scoring (0-100), rating (Hot/Warm/Cold), source attribution, and Kanban board visualization.

Lead Conversion

One-click conversion from lead to contact, customer, and opportunity with cross-app event publishing to ERP.

Contact & Account Management

Customer master data with contacts, billing/shipping addresses, financial terms, credit limits, and relationship tracking.

Custom Fields

Dynamic custom fields (text, number, date, dropdown, checkbox) on all entities with configurable validation.

Sales Pipeline & Deals

Multi-Pipeline Management

Configurable sales pipelines with custom stages, probability tracking, and Kanban drag-and-drop.

Opportunity Tracking

Deal management with line items, calculated values, expected close dates, and win/loss analysis.

Quote & Order Management

Generate quotes and convert to orders with full ERP integration for invoicing and fulfillment.

Sales Forecasting

Pipeline-based revenue forecasting with configurable date ranges and business unit rollups.

Marketing & Campaigns

Campaign Management

Marketing campaign tracking with member enrollment, status tracking, and ROI analysis.

Email Sequences

Multi-step drip campaigns with business hours scheduling, timezone awareness, and exit conditions (reply, conversion).

Email Templates & Tracking

Reusable email templates with merge fields, open/click tracking, and response analytics.

Booking Pages

Public lead capture and meeting booking pages for inbound lead generation.

Activity & Collaboration

Activity Management

Track calls, emails, meetings, tasks, demos, and follow-ups with calendar views and due date management.

Support Cases

Customer support ticket management integrated with contact and account history.

Real-Time Notifications

Live notifications via SignalR for lead assignments, opportunity wins, and team activities.

File Attachments & Notes

Document management with file uploads, notes, and activity logging on all entities.

Automation & Workflows

Business Rules Engine

Declarative rules with conditions (Equals, Contains, GreaterThan, etc.) and actions (SetField, SendEmail, CreateTask, Webhook) triggered on entity events.

Workflow Engine

Multi-action workflows with branching logic, execution tracking, and Hangfire background processing.

AI Natural Language Commands

Parse natural language instructions into CRM actions via the AI Command Bar with confidence scoring and two-step confirmation.

Bring Your Own AI key (OpenAI, Anthropic)

Plug in your own OpenAI or Anthropic API key, or use FLAIRE's built-in AI — no lock-in, no markup. You control your AI spend.

Lead Scoring Rules

Configurable lead scoring automation based on engagement, demographics, and activity patterns.

Reporting & Analytics

Executive Dashboard

Cross-app metrics spanning Nova, Atlas, and FLAIRE Vega: website visits, form submissions, pipeline value, won deals, AR/AP.

Customizable Dashboards

Per-user dashboard layouts with configurable widgets, date range filters, and business unit scoping.

Win/Loss Reports

Detailed opportunity pipeline analysis with forecasting and conversion rate tracking.

Data Export

Export to PDF, Excel, and CSV with filtered report generation and GDPR data export.

Industry Templates

20 Pre-Built Industry Templates

Real Estate, Healthcare, Finance, Manufacturing, Retail, Telecom, SaaS, Legal, Education, Hospitality, Construction, Nonprofit, Recruitment, Automotive, Travel, Media, Accounting, Consulting, Agriculture, and Fitness — each with tailored pipelines, fields, automations, and dashboards.

One-Click Industry Onboarding

Select your industry during signup and get a fully configured CRM in under 5 minutes — custom fields, pipelines, tags, and compliance widgets seeded automatically.

Industry-Specific Pipelines

Buyer/Seller journeys for real estate, Insurance/Renewal/Lending pipelines for finance, RFQ-to-production for manufacturing, trial-to-paid for SaaS, and more.

Compliance & Regulation

Built-in KYC tracking for finance, HIPAA consent management for healthcare, audit logging, and data retention policies — configured automatically per industry.

Industry-Adaptive Dashboard

KPI labels, chart titles, and compliance widgets adapt to your industry. Real estate agents see Commission Forecast; healthcare sees Patient Pipeline; SaaS sees MRR.

Built to move your business forward

Every capability below is built around outcomes — what your team needs to move faster, decide better, and grow.

Know which deals will close — before they do

Nova watches every opportunity in your pipeline and tells you which ones need attention, which are stalling, and which are ready to close.

Impact:

Call the right leads first

Every lead is automatically scored across behavior, engagement, and fit — so your team always knows exactly where to focus.

Impact:

Write better emails in seconds

Describe what you want to say. Nova writes it — in the right tone, for the right person, ready to send.

Impact:

Know when a customer is unhappy before they tell you

Nova reads the sentiment behind every conversation and flags at-risk relationships automatically.

Impact:

Your inbox, already answered

When emails come in, Nova drafts three response options instantly. Pick one, personalize, send.

Impact:

Run your CRM with plain English

Tell Nova what to do — 'log a call with Acme' or 'schedule a follow-up for Friday' — and she handles it.

Impact:

See the full picture on every customer

Nova surfaces behavioral patterns, history, and insights for every contact — so every conversation starts informed.

Impact:

Bring your own AI key — or let FLAIRE handle it

Plug in your own OpenAI or Anthropic API key and Nova uses your account for every AI feature. Or use FLAIRE's built-in AI with no setup. No lock-in, no markup — you control your AI spend.

Impact:

A foundation that handles your growth

FLAIRE is built on infrastructure that handles growth without friction — so you can focus on your business, not your platform.

01
Multi-Tenant Isolation

Automatic tenant scoping at the database level with global query filters, TenantId stamping, and per-tenant configuration.

02
Security in Depth

Role-based access control, permission sets, field-level security, record sharing rules, and comprehensive audit logging.

03
Connected by FLAIRE Orbit

Built on FLAIRE Orbit, every product shares the same data layer — actions in one module trigger workflows in another automatically.

Your industry. Your CRM.

Pick your industry during onboarding and Nova instantly configures your pipelines, custom fields, automations, dashboards, and compliance rules. No generic setup. No consultant needed.

🏢
Real Estate

Buyer & seller pipelines, showing schedules, closing deadlines, commission tracking, MLS integration.

🏥
Healthcare

Patient intake, referral tracking, appointment reminders, HIPAA consent management, provider scheduling.

🛡️
Insurance Agency

Quote to bind to renewal — KYC and underwriting gated into every stage, with claims and renewals on autopilot.

🏦
Lending / Mortgage

Application to funding — conditions tracked, rate locks watched, document collection automated, full audit trail per file.

📈
Wealth Management

Suitability, AUM monitoring, KYC, and quarterly portfolio reviews — every advisor touch on the audit trail.

⚙️
Manufacturing

RFQ-to-order pipeline, production tracking, QC workflows, inventory alerts, quote management.

🛒
Retail & eCommerce

Customer segments, loyalty tracking, wholesale pipelines, inventory sync, Shopify/WooCommerce integration.

📡
Telecommunications

Subscriber management, MRR tracking, churn prediction, provisioning workflows, SLA monitoring.

☁️
SaaS / Technology

Trial-to-paid funnels, MRR/ARR dashboards, customer health scores, expansion & renewal pipelines.

⚖️
Legal / Law Firm

Client intake pipeline, matter management, billable hours, conflict checks, court deadlines, trust accounting.

🎓
Education / EdTech

Admissions pipeline, student enrollment tracking, tuition billing, academic advising, alumni relations.

🏨
Hospitality

Guest profiles, event sales pipeline, group bookings, loyalty tiers, reservation management, satisfaction tracking.

🏗️
Construction

Bid pipeline, project lifecycle tracking, change orders, progress billing, permit management, punch lists.

💜
Nonprofit & Fundraising

Major gift pipeline, grant applications, pledge tracking, donor retention, campaign drives, volunteer coordination.

💼
Recruitment & Staffing

Candidate pipeline, job requisitions, client accounts, placement tracking, commission splits, guarantee periods.

🚗
Automotive

Vehicle inventory, test drive scheduling, F&I tracking, service pipeline, CSI surveys, lease management.

✈️
Travel & Tourism

Trip itineraries, booking pipeline, visa tracking, group tours, travel insurance, post-trip surveys.

🎥
Media & Advertising

Client retainers, campaign performance, creative briefs, media buying, pitch pipeline, ROAS tracking.

🧮
Accounting / CPA

Tax season pipeline, engagement tracking, filing deadlines, document collection, client portal, billing.

💡
Consulting

SOW pipeline, project delivery tracking, utilization rates, milestone billing, resource allocation.

🌾
Agriculture

Crop cycles, harvest tracking, buyer contracts, seasonal planning, equipment management, quality grading.

🏋️
Fitness & Wellness

Member acquisition, retention pipeline, class scheduling, check-in tracking, membership billing, waivers.

Each template includes pre-built pipelines, 20+ custom fields, 10 automations, industry-specific tags, compliance widgets, and a guided onboarding wizard.

See FLAIRE Nova (CRM) in action.

Get a personalised walkthrough and see how FLAIRE Nova (CRM) fits into your business.

15-day free trial · No credit card required · Feature add-ons available