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Florix

AI-native CRM for field sales

Tell Florix what happened. It does the rest.

Reps talk, Aida types. A voice note from the car becomes a clean CRM update, a scheduled follow-up, and a drafted email — logged, reversible, and done before the next visit.

Book a demoSee how it works

Watch Aida turn one note into three actions →

Voice note · 0:08

“Just left Belford Larder — they want the Christmas blend pallet. Follow up early next week with a quote.”

AidaDone in 1.2s
Opportunity updatedChristmas blend pallet → Qualified · $4.2k
Follow-up scheduledCall Belford Larder · Mon 9 Jun, 10:00
Email drafted“Great seeing you — here's the pallet quote…”

All actions logged to the audit trail · reversible

Trusted by field-sales teams

  • Northwind
  • Meridian
  • Cardinal
  • Bluepeak
  • Veritas
  • Tradewind

The discipline gap

Field sales runs on follow-up. Follow-up is exactly what slips.

Reps are out selling, not typing. Updates land late, follow-ups get forgotten, and when SAP hiccups the whole day stalls. Florix closes that gap — the AI does the admin, the product works offline, and the pipeline stays honest.

[01] The product/ four pillars

AI is a teammate

Aida plans the week and does the follow-up.

Aida is a first-class user with its own audit trail. It builds each rep's weekly plan, nudges them in the moment, and drafts — then sends — the low-risk follow-ups automatically.

  • ≥70% of AI-generated plans accepted by reps
  • ≥50% of AI-drafted emails sent as-is
  • Every AI action logged and reversible
Explore Aida
My Day
Today
1scheduled
Overdue
12past due
Aida
0awaiting review
Closed
0yesterday
Schedule — Fri 29 MayCalendar →
12:00Day 2: pulse check callCarlton Office Pantry Cocall
Stale deals
Cold brew range introductionHarbourview Bistro · 38d in Discovery
Department store seasonal endcapNorthbridge Department Store · 34d
Christmas blend retail palletBelford Larder · 31d in Qualified

Mobile-first & offline

The product lives in the rep's pocket — signal or not.

Offline is the contract, not a feature. Reps run their full workflow with zero connectivity; when they're back online, Florix reconciles cleanly with no lost work.

  • Full workflow with no connectivity
  • Conflict-free offline outbox
  • Clean reconcile when signal returns
See mobile & offline
Offline outbox

Resilient by design

SAP can go down for hours. Your reps don't.

The CRM owns its data; SAP is an integration, not life support. A resilient adapter with circuit breakers keeps reps working through outages and reconciles when SAP returns.

  • 4-hour SAP-outage tolerance
  • Adapter pattern with circuit breakers
  • Graceful degradation, automatic catch-up
How SAP resilience works
Accounts
All accountsCustomersProspectsLeads
NameTypeStatusIndustry
COCarlton Office Pantry CoProspectActiveLogistics
E&Ember & Oak Restaurant GroupCustomerActiveHospitality
NDNorthbridge Department StoreProspectActiveRetail
GTGoldfields Tea RoomsCustomerActiveHospitality
BYBanksia Yoga Studio● SAPCustomerActiveWellness
BLBelford Larder● SAPCustomerActiveSpecialty Retail
SCSunlight Cafe Collective● SAPCustomerActiveHospitality

Reportable & multi-tenant

Ask any question in plain language.

Every state change is an event, fed into an event-sourced warehouse. Managers ask questions in natural language and get an answer card in seconds — with tenant isolation that's non-negotiable.

  • Natural-language query in under 30s
  • Event-sourced, fully auditable history
  • Schema-per-tenant isolation
Explore reporting
Dashboard
Pipeline (open)
$230.7k23 open deals
Weighted
$142.5kprob-weighted
Overdue tasks
12of 14 open
Aida suggestions
0awaiting review
Pipeline by stageView opportunities →
Discovery6$600
Qualified5$21.9k
Proposal5$83.9k
Negotiation4$98.8k
Closing3$25.5k
[02] Outcomes/ first quarter

What changes in the first quarter

Directional results from field-sales teams running Florix.

90%

of planned visits completed

“My reps actually show up where the pipeline says they will now.”

MIMeridian IndustrialVP Sales
6 hrs

of admin saved per rep, weekly

“Aida writes the updates. My team sells instead of typing at 9pm.”

HSHarbourview SupplyHead of Field Sales
1 day

pipeline freshness, down from 14

“For the first time the forecast matches what's actually happening.”

BGBelford GroupRevenue Operations
“My reps actually update the CRM now — because they barely have to. Aida does the typing, and for the first time my pipeline is current.”
JR
Jordan Reyes
VP Sales, Meridian Industrial
[03] Capabilities/ and more

Everything a field-sales team needs

Built on the same four truths — AI teammate, mobile & offline, resilient, reportable.

Full audit trail

Every state change is an event — including everything Aida does. Nothing happens off the record.

Route & territory planning

Aida sequences the day by location and priority, so reps drive less and sell more.

Real-time nudges

Timely reminders at the customer's door — not a backlog of admin at 9pm.

SAP & tooling integrations

Two-way SAP sync through a resilient adapter, plus calendar and email.

Enterprise security

Schema-per-tenant isolation with an RLS backstop, and AU data residency.

Manager coaching signals

See where deals stall and where to step in — in under 30 seconds.

Stop chasing updates. Start closing.

See how Florix plans the week, works offline, and keeps your pipeline fresh — book a 30-minute demo.

Book a demoSee how it works