Product / Automation
Follow-up that
runs itself.
Start from a trigger, check a condition, let an agent research, send a sequence, update the record and assign the next task. Each step is visible and editable.
Availability: Automation on all plans · email sequences from Team
Capabilities
What it does.
Triggers and conditions
Start when a deal changes stage and continue only when your condition is met.
AI research step
Run research on the company and decision makers as part of the flow.
Email sequences Soon
Multi-step outreach that stops on reply. Available from Team.
Team and above
CRM updates and tasks
Set owners, fields and next steps, then assign a task to the account owner.
Stops on reply Soon
Sequences stop when the contact replies, so nobody gets a follow-up after they have already answered.
Team and above
Readable from top to bottom
Each workflow shows its steps in order, so anyone on the team can see what will happen and change it.
Webhooks, API docs and MCP server Soon
Send events to other systems and connect AI tools. API keys are live on every plan today.
Team and above
Time back
What it takes off your plate.
The manual work this part of FlowCRM replaces, from spreadsheets and copy-paste to reminder chasing.
Follow-up that does not depend on memory
Sequences send the next email on schedule and stop when the contact replies, so no lead goes cold because a reminder was missed.
Hand-offs without a chat thread
When a deal moves stage the workflow updates the record, assigns the next owner and creates the task. Nobody has to post "can someone pick this up?".
One flow instead of five tools
Research, email, record updates and tasks run in a single workflow you can read top to bottom, rather than in a chain of separate apps and spreadsheets.
Example workflow
From trigger to task.
- 01Trigger
- 02Condition
- 03AI research
- 04Email sequence (Team+)Soon
- 05CRM update
- 06Task assignment
Webhooks Soon are not yet available and are not billed.
FAQ
Questions.
Which plan includes email sequences?
Email templates and sequences come with the Team plan and above. They are in build (Soon) and not charged until they ship.
Are webhooks available?
Not yet. Webhooks are marked Soon and are not billed.
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.