Leads & customers

    Every lead followed up, every deal in view

    FlowCRM keeps your leads, deals, companies and contacts with the calls, meetings and messages around them, and the follow-ups that are due. Reps see their own records, managers see their team's, and nothing is lost when someone leaves.

    3

    Users free

    1

    Step from lead to customer

    6

    Kinds of activity on the timeline

    1

    Plan with every feature

    Leads in spreadsheets and phones

    • Enquiries spread across Excel sheets, inboxes and personal WhatsApp
    • Two reps calling the same lead without knowing it
    • Follow-ups that depend on someone remembering
    • Customer details typed again for every quote and invoice

    One customer record for the company

    • Every lead has an owner, a status and a source
    • Duplicates by email or phone are flagged before you save
    • Tasks list what is overdue, due today and due this week
    • GSTIN lookup fills the company's registered details

    What FlowCRM does

    Everything below is available in the product today.

    Leads

    Capture and qualify

    Add leads by hand or import them from CSV; track status, source, rating and owner, and reassign many at once.

    Statuses from new to qualified
    Sources & unqualified reasons you set
    Bulk owner change
    Duplicate check by email & phone

    Customers

    Companies and contacts

    Convert a qualified lead into a company, contact and deal in one step; its activities and tasks move with it.

    Companies with GSTIN lookup
    Contacts linked to companies
    Lead history kept
    Prospect, customer & partner types

    Timeline

    Everything said and done

    Log notes, calls, meetings, emails, WhatsApp messages and visits on a lead, company or contact, so anyone can pick up the thread.

    Six activity kinds
    Per lead, company & contact
    Change history on every record
    Who changed what, and when

    Deals

    Pipelines

    Track each deal's amount, expected close date and stage on a board; set up pipelines with your own stages and see the value at every stage.

    Pipelines with your stages
    Board and list views
    Won & lost with reasons
    Pipeline value by stage & owner

    Tasks

    Follow-ups on time

    Create follow-up tasks with due dates; see your own and your team's, filtered to overdue, today or this week.

    Due dates
    Mine, team & all
    Overdue, today & this week
    Tasks move with converted leads

    Access

    Who sees what

    Reps see the records they own and unassigned ones; managers see their team's through the reporting lines in FlowPeople; you choose who sees everything.

    Visibility by reporting line
    View-all permission
    Sales roles
    One sign-in with the rest of flowwork

    Import & export

    Bring your lists

    Upload leads, companies or contacts from CSV, map the columns, choose what to do with duplicates and fix the rows that fail. Export to CSV any time.

    Column mapping
    Skip, fill in or add duplicates
    Problem rows listed
    CSV export

    From enquiry to customer

    1

    Capture

    Add a lead or import your list; duplicates are flagged as you go.

    2

    Follow up

    Log calls and meetings and set the next task with a due date.

    3

    Qualify

    Move the lead through its statuses, or mark it unqualified with a reason.

    4

    Convert and close

    Turn it into a company, contact and deal, then move the deal through your pipeline to won.

    One platform, one employee record

    Works with the rest of flowwork.ai

    Built for

    Founders

    Run sales from day one without a heavy CRM project.

    Sales reps

    Your leads, your tasks for today, and the full story of every customer.

    Sales managers

    Your team's pipeline value by stage and the follow-ups that are slipping.

    FlowCRM pricing: one plan, every feature

    Per month, billed annually, excluding taxes. Free plan to start.

    Free
    $0
    Up to 3 users
    One
    $9.79 / user / month
    See all pricing

    FlowCRM FAQs

    Put every lead in one place

    Import your list, set the owners and start following up from FlowCRM today.