A CRM module that understands your business model. Client records, pipeline tracking, activity logs — all connected to your data.
Why embedded matters
Most CRMs are generic platforms you configure to approximate your process. The Firehawk Studio CRM module is built from your business model — meaning the fields, stages, and data relationships map to how you actually operate.
Because it lives inside your custom application, it shares the same database as your finance, operations, and service delivery data. Client revenue, outstanding invoices, service delivery status — all visible inside the CRM record, not in a separate system.
No per-seat SaaS subscription. No data leaving your platform. No integration maintenance. It's part of your application, and the IP is yours.
What's included
A complete client profile — contact details, communication history, documents, notes, and linked transactions — in one place, inside your application.
Visual pipeline with configurable stages. Track deals, proposals, and opportunities from first contact through to close — with status, value, and probability.
Every interaction automatically logged. Calls, emails, meetings, and tasks — timestamped and attributed to the right client and the right team member.
Unlike a standalone CRM, this module is embedded in your application. It reads from the same data model — so revenue, service delivery, and client records are connected.
Built around your business model, not a generic template. Fields, stages, and workflows are designed to match how your team actually sells and services clients.
Control who sees what. Sales teams see pipeline and client records; leadership sees conversion rates and pipeline value; ops sees service delivery status.
Module integrations
Assign tasks to CRM records. From a client profile, create and track the work your team needs to do.
Surface support tickets directly on a client record. One view of relationship, activity, and outstanding issues.
Connect billing and invoice data from Xero directly to client records — see revenue and outstanding amounts in the CRM.
Link CRM pipeline data to your BI dashboards. Track conversion rates, deal velocity, and pipeline value in real time.
The CRM module can be added to any new Firehawk Studio build or retrofitted into an existing application. Talk to us about your requirements.