Blueflag CRM

Close More Deals.
Run Your Whole Business.

One platform to manage your sales pipeline, track follow-ups, handle invoicing, and deliver projects — without the complexity.

Free for 1 month · We set it up with you on a short demo call

What's Included

Everything your business needs, in one place.

Blueflag CRM combines sales, accounting, and operations so your team can stop juggling tools and start focusing on growth.

Pipeline

Track every prospect from first contact to signed client. Never let a deal slip through the cracks.

  • Leads — capture and qualify opportunities
  • Follow-ups — scheduled reminders and tracking
  • Clients — full relationship history
  • Campaigns — manage outreach and results

Accounting

Stay on top of your finances without switching to a separate tool. Billing and revenue, right where your deals are.

  • Income & expense tracking
  • Chart of accounts and journal entries
  • Cashbook with running cash balance
  • Accounting dashboard, restricted to admin and accountant roles

Operations

Deliver on your promises. Manage projects, bill clients accurately, and track every service you offer.

  • Projects — track deliverables and progress
  • Quotations and invoices — PDF, sent by email
  • Services — renewals, reminders and payments
  • Tasks linked to each project
How It Works

From lead to paid invoice in four simple steps.

Blueflag CRM guides your team through the full customer lifecycle without any manual handoffs.

Capture a Lead

Log new prospects as they come in. Assign them to a rep and track where they came from.

Follow Up & Close

Set follow-up reminders, run targeted campaigns, and move leads through your pipeline.

Convert to Client

Once the deal is closed, convert the lead to a client profile and kick off a project.

Deliver & Invoice

Track progress, send quotations and invoices, and record payments in the accounting module.

Try Blueflag CRM free for a month

Tell us about your business. We'll set up your trial with you on a short demo call, then you use it free for one month.

Start Your Free Trial
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