Closed-won hand-off
BeforeA rep posts in chat, finance asks for the contract, delivery hears about it last.
With FlowCRMA won deal assigns the delivery owner, creates the finance task and logs it on the record.
Customers
Built for teams that
have outgrown the sheet.
FlowCRM is for companies where a few people run deals and many more need to see them. Here is who it fits, what they set up first and the manual work it takes off their plate.
Who it fits
Five kinds of team, one CRM.
Full Seats for the people who create and edit records. Light Seats from $3 for everyone who only needs to view, comment and report.
Founders and first sales hires
Moving off a shared spreadsheet before it becomes the bottleneck. One pipeline, CSV import and a research agent on every record.
CRM for startups →Sales teams that live on follow-up
Several pipelines, email sequences that stop on reply, and research done before the first call.
CRM for sales teams →Agencies juggling pitches and retainers
A pipeline per service line, with Light Seats for producers and account managers who need to follow along.
CRM for agencies →Operations and RevOps
Hand-offs between sales, finance and delivery that run on rules instead of reminders, with dashboards everyone can read.
CRM for operations →Organisations with governance needs
Approvals, custom field rules, SAML, SCIM and a 7-year audit log, without buying a heavyweight suite.
Enterprise CRM →
Before and after
The workflows teams fix first.
Example workflows built from product capabilities. They show how the work changes, not results from named customers.
Lead research
BeforeA stack of browser tabs for every lead, pasted into a notes cell.
With FlowCRMThe agent drafts company context, decision makers and a summary for the rep to check.
Weekly pipeline review
BeforeSomeone exports, cleans and emails a spreadsheet that is out of date by Tuesday.
With FlowCRMLeadership opens a live dashboard on a Light Seat and comments next to the number.
Follow-up
BeforeA date column and good intentions.
With FlowCRMA sequence sends the next step on schedule and stops the moment the contact replies.
Your first week
From signup to a CRM people actually use.
- 01
Import what you have
Export your spreadsheet or old CRM as CSV, import companies, contacts and deals, and check a sample end to end. Learn how →
- 02
Name the stages
Write stages that describe what has happened, with one exit rule each, so the board stays honest. Learn how →
- 03
Switch on research
Let the research agent draft company context and decision makers on new records, and review before you reach out. Learn how →
- 04
Retire the Monday report
Build the dashboard leadership asks for and give readers Light Seats, so nobody exports and pastes again. Learn how →
Customer stories
Real stories, published with permission.
We publish customer stories and logos only when a team agrees to be named, so nothing on this page is an endorsement. If you would like your setup featured, tell us during your demo.
A better CRM starts with a fairer one.
Bring your team.
Bring your data.
Bring your ambitions.
- No hidden AI credits.
- No mandatory setup fees.
- Transparent pricing.