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FlashCat.aiAI BOS

The AI Business Operating System

Core Business

CRM

A real client and lead record for every relationship your business runs, with lead stage tracked through a defined pipeline instead of a spreadsheet column nobody updates.

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6Features
4Benefits
17Industry Clouds

Problems Solved

  • •Lead status lives in someone's head, not a system.
  • •No single record of every touchpoint with a client.
  • •Pipeline reporting is manually assembled before every review.

Benefits

  • One source of truth for every relationship
  • Pipeline visibility without a manual roll-up
  • Faster handoff from sales to delivery
  • At-risk clients surfaced before a renewal conversation, not during one

Features

Client and lead recordsStage-based pipelineActivity historyClient portal handoffGSTIN checksum validation & fuzzy duplicate-lead detectionClient Health scoring from real billing, project, and support signals

How It Actually Works

1

Lead created

Every new lead runs through a GSTIN checksum check and a fuzzy match against existing leads before it's saved, so a re-entered or mistyped duplicate gets caught immediately instead of quietly duplicating the pipeline.

2

Stage moved

A lead's stage is updated as it actually progresses; moving it to Lost requires recording why, so pipeline history stays a real record instead of leads just disappearing.

3

Won and converted

convertLeadToClient turns a Won lead directly into a real Client record -- no re-typing the same contact details into a second system.

4

Meetings & follow-ups logged

Meetings and follow-up reminders are logged directly against the lead or client, so the next touchpoint is visible without leaving the record.

5

Health scored

Every client gets a deterministic 0-100 health score, deducted for real reasons only -- overdue invoices, projects on commercial hold, overdue milestones, or a buildup of open support tickets -- each one listed, never an opaque AI judgment.

FlashCat.ai CRM screen showing the pipeline board with real leads and pipeline value

The pipeline board, showing real leads moving through New, Contacted, and Qualified stages.

Getting Started

  1. 1Enable CRM from the Module Marketplace -- lead and client records work immediately
  2. 2Conversion to a Client is one action once a lead is Won -- no separate onboarding step required to start invoicing that client through Finance

Used In These Industry Clouds

Digital Marketing & Creative AgencyAdvertising & Media AgencyConstruction, BOQ & ArchitectureGym, Fitness Center & Health ClubEducation & AcademyManufacturing & Industrial ProductionIT Services & Software StartupReal Estate & Property DevelopmentStructural ConsultantsConstruction & DesignISO ConsultantsAuditing & AccountingLegal ServicesProfessional Services (General Consulting)NGO & NonprofitImport / Export TradingHVAC & Climate Systems

Works Well With

HRMS

Leave, approvals, and balances that stay current.

Payroll

Payroll runs against your real eligible-employee list.

Finance

Invoicing, Accounts Payable, Budgeting, and a real General Ledger.

Procurement

Requisition to Purchase Order to Goods Receipt, with a real budget check.

Need help implementing CRM?

Enterprise deployment, workflow design, and data migration — talk to the team that builds it.

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