Customer Relationship Management
Chikito CRM
From first lead to won deal — on the same record your invoices use.
- Drag-and-drop pipelines
- WhatsApp, Instagram & email inbox
- No re-typing into the back office
Part of the Flowyana suite — runs standalone or with its sibling products
On subscription — start here, add the next module when it earns its place
Platform site flowyana.com
- messaging channels
- 6
- customer record, platform-wide
- 1
- configurable pipelines
- ∞
Why teams choose it
What CRM does differently
Pipelines, leads and omnichannel messaging on one customer record shared with sales, billing and support.
The handover that usually breaks — removed
In a two-system setup, 'deal won' means re-typing the customer into the ERP. Here the deal already references the client record your sales orders, invoices and ledger will use. There is no handover — only a status change.
Pipelines the way you sell
Multiple drag-and-drop kanban pipelines with configurable stages and rules per sales motion — not one fixed set of columns.
Leads arrive by themselves
Web forms and connected messaging channels land leads in a queue and assign them by rule, not by hand. First-time enquiries on WhatsApp can become leads automatically.
One timeline per record
Notes, comments, attachments, emails and changes in a single chronological view — anyone picking up the account sees the whole history.
Every channel in one inbox
WhatsApp Business, Facebook Messenger, Instagram, Telegram, email and website live chat — conversations attach to the customer record, next to their invoices and tickets.
Credit exposure in view
Outstanding balance and credit position sit on the client record, drawn live from invoices and payments — not a stale field.
Capabilities
Everything in the box
The working parts of Chikito CRM — every one of them included, none of them an add-on.
- Leads with capture, qualification and conversion
- Deals with value, stage and probability
- Shared client master used platform-wide
- Contacts with roles and reporting lines
- Configurable pipeline stages and rules
- Tasks tied to any record
- Industry segmentation and lead-source attribution
- Branch-aware ownership the screen can't bypass
- Message templates, canned responses and broadcasts
- Embeddable website live-chat widget
Questions
CRM, specifically
Is the customer here the same customer as in our invoices?
Yes. The client master is shared platform-wide, so a lead converted in CRM becomes the client the invoice is raised against — there is no export and no second copy to reconcile.
Can we set our own pipeline stages?
Pipeline stages and the rules that govern them are configurable, as are lead sources and industry segmentation, so the pipeline matches how your team actually sells.
Can one branch see another branch's deals?
Only if you allow it. Ownership is branch-aware and enforced below the interface, so it is not something a screen or a URL can bypass.
Works well with
Add the next piece when you need it
Same customer record, same ledger, same login — nothing to integrate later.
See CRM in action
Tell us about your business and we'll walk you through it — configured with your modules, not a generic sandbox.