Product / CRM
A record-first CRM
your whole team can read.
Contacts, companies, deals, tasks and notes live on one record, with activity in order. Full Seats create and edit. Light Seats view, comment and report.
Availability: All plans
Capabilities
What it does.
One record per relationship
Contacts, companies, deals, tasks and notes sit together, so context is in one place.
Full Seats and Light Seats Soon
Light Seats can view, comment and report. Add up to 5 Light Seats for each Full Seat.
Research agent on every record
Every plan includes a research agent on every record, drawing from your agent run allowance.
Comments where the work is
Teammates comment on the record itself, including Light Seat users, so decisions stay attached to the deal.
Custom fields and saved views
Add the fields your process needs and save the views each team works from.
Mail and calendar sync
Connect mailboxes and calendars so conversations and meetings land on the record.
Import from Sheets, CSV and HubSpot Soon
A self-serve import wizard on every plan. Until it ships, guided onboarding imports your data for you.
Time back
What it takes off your plate.
The manual work this part of FlowCRM replaces, from spreadsheets and copy-paste to reminder chasing.
No more keeping three spreadsheets in sync
Contacts, companies, deals and notes live on one record, so a deal update is made once and everyone sees it. No more copy-pasting between a contacts tab, a deals tab and a notes doc.
Stop exporting reports to share them
Finance and leadership open the record or the dashboard on a Light Seat instead of waiting for someone to export a CSV and email it round on a Monday.
Handovers that do not depend on an inbox
Activity sits on the record in order, so when an account changes owner the history moves with it rather than living in forwarded email threads.
FAQ
Questions.
What can a Light Seat do?
A Light Seat can view records, comment and report, but cannot create or edit records. Full Seats can create and edit.
Can I import from a spreadsheet?
Import from Sheets, CSV and HubSpot is in build (Soon). Until it ships, guided onboarding imports your data for you.
Do all plans include the research agent?
Yes. Every plan includes a research agent on every record. Runs count against your pooled agent run allowance.
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.