Everything You Need to Organize Customer, Supplier and Sales Operations
Customer Management, Task Assignment and Follow-Up Tracking
Customer relationships become difficult to maintain when contact details, follow-ups, tasks, and communication are spread across different systems. ExactFlow CRM brings customer and lead information into centralized records that follow the relationship from initial contact through conversion.
Create and import customer records, assign team members, classify leads by status, source, priority, temperature, and ICP score, and organize follow-up stages around your sales process.
Assign tasks directly within customer records with due dates, priorities, assignees, and status tracking. Teams can organize responsibilities, schedule follow-ups, and maintain a complete activity history without losing customer context.
Task
Send Q3 proposal to client
Sales Pipeline and Opportunity Management
Track potential business from the first qualified opportunity through the final outcome. ExactFlow CRM provides structured opportunity management with pipeline stages, probability tracking, expected close dates, and financial values.
Use table and Kanban views to visualize opportunities and move them through stages such as Lead, Contact Made, Qualified, Demo Booked, Offer Sent, Negotiation, Closing, Won, or Lost.
Drag-and-drop stage management, weighted pipeline values, win probability, and stage-level metrics help teams understand the current state of the sales pipeline and identify opportunities requiring attention.
Supplier Management and Business Relationships
Maintain complete supplier information and business history from one connected workspace. ExactFlow CRM centralizes company details, business terms, contacts, linked deals, stock, SKUs, communications, notes, claims, and documents.
Track supplier performance using AI scorecard metrics such as overall score, price score, reliability score, and reputation score. Quality trend charts and operational statistics provide additional visibility into supplier activity.
Link suppliers with relevant SKUs and pricing, mark preferred suppliers, review historical deals, and maintain communication records across calls, emails, meetings, WhatsApp, and other channels.
Deals, Buying Operations and Profit Tracking
ExactFlow CRM tracks buying and selling transactions throughout the complete deal lifecycle. Create deals, add SKU line items, record quantities, buying prices, selling prices, and monitor profit margins.
Move transactions through structured statuses including Pending, Processing, In Transit, Delivered, and Cancelled. Dashboard metrics provide visibility into total revenue, pipeline value, win rate, and active deals.
Keep invoices, purchase orders, shipping documents, notes, and activity history connected directly to each deal for complete transaction visibility.
Supplier Stock and SKU Management
Connect supplier relationships with product and inventory information. ExactFlow CRM provides a centralized supplier stock view containing product specifications, conditions, grades, quantities, pricing, currencies, and import batches. Manage stock across NEW, REF, USED, OEMREF, and NOB conditions with quality grades from A+ to D. Filter records by supplier, brand, model, quantity, and price range. The SKU management module acts as a master product catalog, connecting products with supplier pricing, stock availability, and deal line items. Bulk import and export capabilities help teams maintain large product databases efficiently.
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Keep Communication Connected with CRM Records
Business communication should not be separated from the customer or supplier relationship it relates to. ExactFlow CRM includes an integrated inbox with Gmail synchronization. View, compose, reply to, and forward emails directly within the CRM while maintaining conversation history and associated record context. Use search, labels, conversation threading, attachments, CC and BCC, templates, and rich-text formatting. AI-assisted email improvement and meeting link insertion help teams prepare communication efficiently, while SDR handover supports transferring conversations between team members without losing context.
Learn moreWhy Choose ExactFlow CRM?
One Connected Workspace to Organize Relationships, Assign Tasks and Track Opportunities
ExactFlow CRM connects customer relationships, supplier operations, sales opportunities, product data, transactions, and communication instead of keeping business information across disconnected tools.
Assign Tasks with Complete Customer Context
Create and assign tasks directly within customer records with assignees, due dates, priorities, and status tracking. Keep follow-ups and responsibilities connected to the customer relationship rather than managing them separately.
Track Every Opportunity Through the Sales Pipeline
Use pipeline stages, Kanban boards, probability tracking, weighted values, expected close dates, and financial metrics to understand where every opportunity stands.
Connect Suppliers, Stock and Product Data
Link suppliers with deals, stock, SKUs, pricing, contacts, claims, and communication records to maintain a connected view of purchasing operations.
Track Financial Performance Across Deals
Monitor buying and selling transactions with line-item pricing, total costs, revenue, profit margins, delivery dates, and structured deal statuses.
One Inbox for Business Communication
Synchronize Gmail communication and keep emails, conversation threads, attachments, templates, and customer context accessible from one workspace.
Complete Visibility Through Search, Filters, and Audit Trails
Use advanced filtering, searchable records, sortable data tables, bulk actions, CSV exports, timestamps, user attribution, and activity logs to maintain visibility across CRM operations.
Connected Data Across Every Module
Customer records can move into opportunities, suppliers connect with stock and SKUs, SKUs connect with deals, and inbox communication can be associated with relevant business entities. This creates a connected data flow instead of isolated records.
Everything you need to know about CRM
Organize Relationships, Assign Tasks and Track Opportunities from One Platform
Bring customer management, supplier operations, task assignment, follow-up tracking, opportunity pipelines, deals, SKUs, stock, and business communication into one connected CRM.
Organize Contacts. Assign Tasks. Track Opportunities. Connect Every Business Relationship.
One CRM. Connected Relationships. Clearer Business Operations.