Flavor CRM: Sales and Client Management Software
Flavor CRM helps small and mid-sized businesses organize lead follow-ups and manage client lifecycles. It is designed for teams that need to combine sales tracking with session scheduling and invoicing.
At a glance
- Category
- Sales
- Best for
- Small Businesses, Sales Teams, Educational Institutions, Healthcare Providers, Retail and F&B Businesses
- Pricing
- Pricing starts at $150/month per branch for the Team plan. Higher tiers include Enterprise at $250/month and Enterprise Plus at $500/month. Annual billing options are available.
- Key use cases
- Lead Follow-up and Conversion, Course or Session Management, Sales Performance Tracking, Client Billing
- Integrations
- Carbonate, Xero, Twilio, SendGrid, Nautilus
- Official website
- flavorcrm.com
Flavor CRM is a customer relationship management platform designed to help businesses move from spreadsheets to a centralized system for lead and client tracking. It is intended for various users, including sales teams, startups, and organizations in education and healthcare.
The software supports the sales process from initial lead capture through to payment and reporting. It includes tools for pipeline visualization, email contact management, and workflow automation to help teams track their interactions.
Beyond standard CRM functions, the tool handles session scheduling and invoicing, which may be helpful for service-based businesses. Buyers should confirm which pricing tier fits their needs, as staff limits and profile counts vary between the Team and Enterprise plans.
Key Features
Supports gathering, filtering, and tracking leads through sales stages to help visualize the deal pipeline.
Designed to automate repetitive tasks and manage internal sales processes.
Provides tools to organize online or offline events, managing the lifecycle from registration to scheduling.
Allows users to create invoices within the platform and receive updates in real time when bills are paid.
Includes reports and dashboards to track team performance and identify customer clusters.
Supports email integration to maintain communication with clients.
Use Cases
Organizing incoming leads from registration forms and assigning them to team members.
Scheduling classes or private tutoring sessions and managing the registration flow.
Using dashboards to monitor team member performance and closure rates.
Generating invoices and processing payments linked to client profiles.
Best For
Integrations
Pricing
Pricing starts at $150/month per branch for the Team plan. Higher tiers include Enterprise at $250/month and Enterprise Plus at $500/month. Annual billing options are available.
FAQ
It is designed for sales teams, small businesses, and mid-market companies, with specific applications for education, healthcare, retail, and F&B.
Yes, it provides a 40-day free trial that does not require a credit card to start.
The plans include Team ($150/month), Enterprise ($250/month), and Enterprise Plus ($500/month), which differ by profile limits and staff ID counts.
Source category: Sales
Source subcategory: CRM
