Every customer, deal and task.
One clear point of truth.
Fluxpoint brings your leads, pipelines, quotes, invoices and team into one CRM — so nothing falls through the cracks and everyone knows what's next.
Everything your team runs on
Turn on the modules you need. Your admin can hide the rest.
- Customers
- Leads
- Pipelines
- Tasks
- Proposals
- Estimates
- Invoices
- Contracts
- Projects
- Subscriptions
Dashboard
Everything that matters, at a glance
Open values, win rate, what's due and who's closing — on a dashboard each person arranges for themselves, with sensible team defaults set by the admin.
- Drag, resize and choose the widgets you care about
- Pipeline value, win rate and stuck deals, calculated for you
- A leaderboard that shows who's winning this month
Pipelines
Run every job the way your team works
Build boards with your own stages and fields — text, dropdowns, dates, money, people, contacts. Drag cards across a kanban board or edit in a spreadsheet-style table.
- Kanban and table views of the same board
- Won and lost stages feed straight into reporting
- Automatic reminders when something sits too long
Leads & customers
From first call to loyal customer
Capture leads, move them through your statuses and convert them to customers in one click — contacts, notes, tasks and history come along.
- Lead board with sources, owners and statuses
- Customer records with contacts, notes and a full activity timeline
- Assign account managers so everyone knows who owns what
Sales documents
Quote it, win it, bill it
Proposals, estimates and invoices share one line-item editor with taxes and discounts. Convert an accepted estimate into an invoice and record payments as they arrive.
- Numbered documents with your prefixes
- Partial payments and outstanding balances tracked automatically
- Contracts and recurring subscriptions in the same place
Team & permissions
Everyone sees exactly what they should
Your team lead is the admin. They invite teammates, set roles and decide who can view, create, edit or delete — module by module.
- Roles with per-module permissions
- "View own" access so reps see just their own records
- Invite links, password resets and seat limits built in
How it works
Up and running without the setup headache
Fluxpoint isn't a sign-up-and-figure-it-out tool. We set up each company personally, and your data stays yours — no other company can ever see it.
- 01
We set up your workspace
Fluxly creates your company on Fluxpoint with the modules you need — no sign-up forms, no credit card.
- 02
Your team lead invites the team
Your admin gets a private link, picks a password and invites teammates with the right roles.
- 03
Start working, together
Bring in your customers and leads, build your pipelines, and the dashboard fills itself in as you go.