Product / AI
AI that works on the record,
within limits you can see.
A research agent runs on every record and a no-code builder lets you define your own. Usage is pooled across the company and shown plainly. It is not unlimited, and there are no credits.
Availability: All plans
Capabilities
What it does.
Research agent on every record
Research the company, find decision makers, analyse context, summarise the opportunity, update CRM fields and recommend a next action.
No-code agent builder
Define what an agent should do in plain steps, without writing code.
Pooled company usage
Runs per seat are 100 (Starter), 300 (Team), 600 (Business), 1,000 (Enterprise), pooled across the company rather than split per person.
Predictable at the limit
When the allowance is reached, new runs pause or queue. Your CRM data stays accessible.
Time back
What it takes off your plate.
The manual work this part of FlowCRM replaces, from spreadsheets and copy-paste to reminder chasing.
Research done before you open the record
The agent reads company context, proposes likely decision makers and drafts a summary for you to check, instead of you working through a dozen browser tabs and pasting notes into a cell.
An AI budget you can actually plan
Runs come from a fixed allowance per seat, pooled across the company. No credit packs to approve each month and no surprise line on the invoice.
Fields filled in, every change logged
Agents update only the fields you allow and every run lists its steps, so data entry shrinks without losing track of what changed and why.
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.
Is AI usage unlimited?
No. Each plan includes a defined number of agent runs per seat, pooled across the company. There is no credit system.
What happens when we reach the allowance?
New agent runs pause or queue. Your CRM data remains accessible. You can add 5,000 extra agent runs for $119.
Are runs counted per person?
Runs are pooled company-wide, so a heavy user can draw on runs that others have not used.
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.