Product / Agents
Agents you define
in plain steps.
Describe what an agent should do on a record: research, summarise, update fields, recommend what happens next. Every run is counted against a pool you can see.
Availability: All plans
Capabilities
What it does.
Research agent
Available on every record in every plan.
Builder without code
Compose steps and choose which fields an agent may update.
Visible run log
Each run lists the steps it took, so you can check the work before relying on it.
Allowance by plan
Agent runs per seat rise with the plan, and extra runs can be added to the company pool.
Time back
What it takes off your plate.
The manual work this part of FlowCRM replaces, from spreadsheets and copy-paste to reminder chasing.
Your best process, repeated on every record
Write down how your strongest rep qualifies an account, turn it into agent steps, and the same checks run every time, not only when someone remembers.
No developer queue
Agents are defined in plain steps. Changing what an agent does is an edit, not a ticket for engineering.
Work you can check
Each run shows the steps it took and what it changed, so the team can trust the output and correct it quickly when needed.
How a run works
Six steps, each one visible.
Select a step to see what it does. This is a fictional walkthrough.
- 01Research company
- 02Find decision makers
- 03Analyze context
- 04Summarize opportunity
- 05Update CRM
- 06Recommend next action
Usage you can see
Agent runs are pooled across the company. A team of 10 Business seats shares one pool rather than 10 separate allowances. AI usage is not unlimited, and there are no credits.
Demo figures only. Runs per seat: Starter 100 · Team 300 · Business 600 · Enterprise 1,000.
What happens at the limit
- 01RUNNING
- 02ALLOWANCE REACHED
- 03QUEUE
- 04DATA REMAINS ACCESSIBLE
New runs pause or queue. Your CRM data stays accessible. You can add 5,000 extra runs for $119.
FAQ
Questions.
Do agents change my data on their own?
Agents can update the CRM fields you allow in a workflow. Runs are logged so changes can be reviewed.
Can I add more runs?
Yes. Extra agent runs are available as an add-on: 5,000 runs for $119.
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.