Flares CRM · Companies
Know the whole relationship.
You rarely sell to one person. A company in Flares CRM gathers everyone you deal with there, every opportunity you have had with them, and the whole history of the account — on one screen.
Why the account matters
A company is not a bigger contact.
The person you email is not the person who signs. The deal you won last year is why this year’s conversation starts where it does. Account context is most of what a salesperson actually needs.
Several people
Every contact you know at the company, with their role and who owns each relationship — so a handover is a link, not a conversation.
Several opportunities
What is open now, and what you won or lost before. The account’s commercial history in one list.
One history
Activity recorded against the company and the people in it, in the order it happened.
Walking into a meeting
Everything you would have had to ask three colleagues.
The account, read in a minute
Who we deal with, what we are selling them, what we sold them before, what was said last, and who here owns it. That is the screen — not a starting point for a search.
- Company details, and your own custom fields on them
- Contacts at the company, each with their owner
- Open and closed deals, with values
- Notes, tasks and activity across the relationship
Across the book
All your accounts, filtered the way you think.
The companies list is a working list: filter it, sort it, act on a selection, and save the filter for next week.
Your accounts as a list
Narrow to an owner, a segment, or whatever your custom properties describe. Then change owners in bulk, or export exactly what you are looking at.
Housekeeping
One company, once.
The same organization arrives twice sooner or later — from an import, or from two leads converting a week apart. Flares surfaces the likely duplicates and merges them without losing either side’s history.
See your accounts in one place
Import your companies and contacts, and every relationship you have starts with its history already attached.