Client management software and CRM for service businesses
Build informed, personal client relationships with a centralized CRM hub.
fylt CRM is the client relationship hub built for service businesses — it tracks leads through a visual pipeline, organizes each client's projects, invoices, and contracts in one profile, and collects testimonials, replacing the need for a separate customer-relationship-management tool.
Why service businesses use fylt for client crm
CRM organizes client records, leads, communications history, and testimonials in one shared place. Move prospects from lead pipeline to won client without re-entering their details.
Key Features
- Visual lead pipeline tracking from prospect to onboarded client
- Single unified timeline of invoices, projects, and contracts per client
- Integrated client testimonial collector with automatic approval controls
- Full CSV import/export support for seamless migration
How fylt CRM powers your operations
BUILT FOR THE WAY YOU ACTUALLY WORK
fylt CRM is a full client relationship hub designed specifically for solo consultants, freelancers, and small agencies. It is a tool built from scratch around the rhythms of prosumer work: winning new clients, keeping them informed, and turning happy clients into referrals and testimonials.
FROM LEAD TO LIFELONG CLIENT
The CRM's visual lead pipeline tracks prospects through your entire sales process — from first contact through proposal, onboarding, and beyond. Drag a card to a new stage, and the CRM captures the reason. Move a lead to 'Won' and the CRM automatically creates a full client record, carries over any existing booking history, and prepares invoices and documents with zero copy-pasting.
TURN SATISFIED CLIENTS INTO SOCIAL PROOF
The CRM's testimonial system lets you request reviews from clients directly through their private portal with a single click. When a client responds, you review, approve, and display it on your public storefront, in the client portal, or both — managing your reputation without leaving fylt.
Client management software and CRM for service businesses questions, answered
fylt CRM is a centralized hub that keeps client contact information, communication logs, project status, open invoices, signed contracts, and support history together in a single client profile.
Yes. The CRM's drag-and-drop Kanban pipeline tracks leads from first contact through proposal and onboarding — moving a lead to "Won" automatically creates a full client record with no manual data entry.
Yes. The CRM's built-in testimonial collector lets you request reviews from clients through their portal, then approve and publish them to your storefront or client portal.
The CRM connects natively with Calendar and Billing, so client activity updates automatically whenever a client books a call, signs a document, or pays an invoice.
Yes. The CRM supports CSV import and export, making it straightforward to migrate an existing client spreadsheet or list into structured profiles.