Platform

One Platform. Every Product, Connected.

FLAIRE Orbit powers Nova, Atlas, Vega, Echo, and Pulsar through one shared data layer — so workflows, automations, and data move freely across your entire business without stitching anything together.

How modules connect

One identity. One data layer. One event bus.

"Orbit" isn't a marketing label — it's the shared infrastructure underneath every FLAIRE product. Six things every module gets for free, no integration work required.

Layer 1
Unified Identity & SSO

One sign-in works across Nova, Atlas, Vega, Echo, and Pulsar. Microsoft / Google / SAML SSO. Permissions defined once, enforced everywhere.

Layer 2
Shared Data Model

A contact in Nova is the same contact in Atlas billing, Echo support, and Vega forms. No duplicates, no sync jobs, no "which system has the truth" debates.

Layer 3
Domain Event Bus

Every module publishes events — deal won, ticket escalated, invoice overdue. Pulsar workflows subscribe with zero glue code. No API keys, no rate limits, instant.

Layer 4
Cross-Product AI

The AI in each product sees signals from every other product. Echo's reply suggestions know your Atlas invoice history. Nova's lead scoring knows your Echo support sentiment.

Layer 5
Unified Permissions & Audit

Roles, business units, and record-level sharing rules apply across every product. One audit log captures every action, regardless of which module triggered it.

Layer 6
Single API Surface

One REST API spec, one auth model, one SDK. Build against Nova, Atlas, or Echo with the same patterns — no per-product onboarding for your developers.

See integrations Developer hub

Workflow Engine

Automate any multi-step process with triggers, conditions, and actions.

Trigger Types

Fire workflows on entity creation, update, deletion, status change, stage change, form submission, or assignment. Each trigger passes full context to the action chain.

Conditional Logic

Evaluate conditions with AND/OR groups using operators: Equals, Contains, GreaterThan, IsEmpty, StartsWith, and more. Branch workflows based on data state.

Actions

Send emails, create tasks, update fields, call webhooks (POST/GET), assign records, add/remove tags, send notifications — all configurable without code.

CRM ERP Enterprise plan · Available as add-on on lower tiers

Business Rules Engine

Declarative rules that enforce business logic automatically — no code required.

Priority-Based Execution

Rules execute in priority order with a stop-processing flag — when a rule matches, it can halt further evaluation. Execution count and last-run timestamp tracked per rule.

Condition Evaluation

Reflection-based field access evaluates conditions against any entity property. Supports merge field replacement in action templates for dynamic content.

Testable

Test rules against sample entities before activation. See which conditions matched, which actions would fire, and debug logic without affecting production data.

CRM ERP Enterprise plan · Available as add-on on lower tiers

Email Sequences

Automated multi-step drip campaigns that respect your contacts' time and context.

Multi-Step Campaigns

Define sequences with email, task, wait, and condition steps. Each step has configurable delays and ordering. Enroll contacts or leads individually or in bulk.

Smart Scheduling

Timezone-aware delivery with business hours windows. Configure send days of the week and quiet hours. Messages land when recipients are most likely to read them.

Exit Conditions

Auto-exit on reply, on lead conversion, or on manual removal. Prevents over-communication and ensures sequences stop when the goal is achieved.

CRM Enterprise plan · Available as add-on on lower tiers

Custom Entity Builder

Create your own data structures without writing code — define entities, fields, and relationships.

Dynamic Entities

Define custom entities with a name, fields, and validation rules. Store any data structure your business needs — projects, assets, contracts, or anything else.

Custom Fields

Add fields to any entity: text, number, date, dropdown, checkbox, multi-select, lookup, and formula types. Configure validation, defaults, and display order.

Relationships

Define One-to-Many and Many-to-Many relationships between entities. Configure cascade delete behavior and reference lookups between custom and built-in entities.

CRM Enterprise plan · Available as add-on on lower tiers

Customization Tools

Tailor the platform to your workflow — without touching code.

Custom Fields

Add fields to any entity: text, number, date, dropdown, checkbox, multi-select, lookup, and formula types. Configure validation rules, defaults, and display order. Up to 5 per entity on Starter, 20 on Pro, unlimited on Enterprise.

Email Templates

Reusable email templates with merge field replacement — insert contact names, company details, deal values, and dates dynamically. Use across sequences, workflows, and manual sends.

Tags & Segmentation

Color-coded tags on leads, contacts, customers, and opportunities. Filter by tag with OR/AND toggle for advanced segmentation. Bulk tag assignment and removal via business rules.

Invoice Template Designer

Customize invoice and quote PDF layouts with your branding — logo, colors, terms, and footer text. Professional output generated via QuestPDF.

CRM ERP Custom fields: all plans (limits vary) · Templates & tags: Pro+

Dashboards & Reporting

Comprehensive, customizable dashboards across every module — see what matters, when it matters.

Customizable Layouts

Per-user dashboard layouts with configurable widget selection, positioning, and sizing. Each user sees the metrics most relevant to their role. Shared dashboards for teams.

Date & Business Unit Filters

Filter all dashboard data by date range (today, this week, this month, this quarter, custom) and business unit. Drill down into specific teams or time periods instantly.

Executive Dashboard

Cross-app metrics in one view — website visits, form submissions, new leads, pipeline value, won deals, outstanding AR/AP. The full picture without switching apps.

Module Dashboards

Dedicated dashboards for Sales, Purchasing, Inventory, Manufacturing, Banking, and HR — each with KPIs, charts, and alerts specific to that domain.

Reports Builder & Export

Build custom reports with filters and grouping. Export to PDF, Excel, and CSV. Financial reports include Trial Balance, Balance Sheet, P&L, and AR/AP aging.

Real-Time Updates

Dashboard data refreshes via SignalR push — no page reload needed. Notification counts, activity feeds, and alert badges update in real time.

ERP CRM CMS Standard dashboard: all plans · Reports builder & custom layouts: Pro+

Approval Workflows

Multi-level approval chains for purchase orders, journal entries, content publishing, and more.

Multi-Level Chains

Define approval workflows with multiple levels — each level has designated approvers. Requests flow through the chain with reject and re-submission support.

Cross-Product

Approvals work across Atlas (purchase orders, journal entries, vendor bills) and Vega (page publishing, blog publishing). One consistent approval experience.

Audit Trail

Every approval action is logged — who approved, when, and any notes. Full visibility into the decision chain for compliance and accountability.

ERP CMS Enterprise plan · Available as add-on on lower tiers
Aria

Aria works across every product

Ask questions, get insights, draft content, and prioritize your pipeline. Aria has full context from every corner of your business — Nova, Atlas, Vega, Echo, and Pulsar.

Ask anything, get answers

Ask Aria about orders, cash flow, customers, or tickets — and get an answer instantly, on any page, in plain English.

Spot problems before they happen

Aria watches your pipeline for stalling deals, flags demand shifts before you run out, and detects cash flow risks before they hit.

Content written on demand

Aria drafts blog posts, landing pages, and SEO metadata from a brief — and fills knowledge base gaps from real customer questions.

Your CRM, in plain English

Tell Aria what to do — "log a call with Acme" or "assign this lead to the team" — and she handles it without you leaving the page.

Available across Atlas · Nova · Vega · Echo · Pulsar  |  Pro plan and above

Industry Templates

Select your industry during onboarding and get a CRM configured for how you actually work.

22 Industry Configurations

Real Estate, Healthcare, Insurance, Lending / Mortgage, Wealth Management, Manufacturing, Retail & eCommerce, Telecommunications, and SaaS/Technology. Each with tailored fields, pipelines, and automations.

Auto-Seeded Pipelines & Fields

No manual setup. Pick your industry and get 20+ custom fields, 2-4 pipelines with stage definitions, 10 pre-built tags, and 10 automation rules — instantly.

Adaptive Dashboard

KPI labels, compliance widgets, and quick-action links adjust based on your industry. Real estate shows Commission Forecast; healthcare shows Patient Pipeline; SaaS shows MRR.

Real Estate Healthcare Insurance Agency Lending / Mortgage Wealth Management Manufacturing Retail & eCommerce Telecommunications SaaS / Technology Legal / Law Firm Education / EdTech Hospitality Construction Nonprofit & Fundraising Recruitment & Staffing Automotive Travel & Tourism Media & Advertising Accounting / CPA Consulting Agriculture Fitness & Wellness
All plans · Select during onboarding or anytime from Settings

Security & Access Control

Four layers of access control — from roles down to individual fields.

Role-Based Access Control

Custom roles per tenant (Admin, Manager, User) with 220+ granular permission codes. Additive Permission Sets for flexible access without role explosion.

Field-Level Security

Control field visibility per role: Hidden, ReadOnly, or Editable. Sensitive fields like salary or credit limit visible only to authorized roles.

Record-Level Sharing

Share individual records with specific users, teams, or roles. Default sharing scope per entity type: Private, Team, or Public.

Audit Trail

Append-only audit log capturing every create, update, and delete — with user ID, IP address, timestamp, and before/after data snapshots.

ERP CRM CMS Security roles: Enterprise · Audit: Enterprise · Available as add-ons

Webhook System

Real-time event notifications to any external endpoint.

Outbound Subscriptions

Subscribe to entity events — created, updated, deleted, status changed. Configure target URL, method, and headers. Retry with exponential backoff on failure.

Inbound Webhooks

Receive data from external systems. Nova accepts form submissions via inbound webhook. Vega fires webhooks on page publish, blog publish, and form submission.

Event History

Full delivery log with payload, response status, and retry attempts. Debug integration issues without guessing what was sent or received.

ERP CRM CMS Enterprise plan · Available as add-on on lower tiers

See the platform in action

We'll walk you through the capabilities most relevant to your business — no generic demos.

Start with what you need. Expand anytime. · Individual feature add-ons available