Resources
Run a better CRM for less.
Practical guides and plain explainers on pricing, AI, migration and process, written from how FlowCRM works. No filler and no invented numbers.
Spend less on your CRM
Seat types, AI limits and the costs that are easy to miss.
- 01PricingFull Seats and Light Seats: how to count the people who need a CRMNot everyone who touches a CRM works in it all day. How to sort your team into Full Seats and Light Seats, and cut the bill without cutting access.4 min read
- 02PricingMonthly or annual billing: what actually changesHow monthly and annual CRM billing differ: the 20% monthly premium, volume discounts from 50 seats, optional onboarding and how to compare totals fairly.3 min read
- 03PricingHow much does a CRM really cost? Seats, AI and setupA plain breakdown of what a CRM really costs: seat types, AI usage, setup fees and add-ons, with a worked example and a checklist for comparing quotes.6 min read
Use AI without surprises
What agents do on a record and how runs are counted.
- 01AI usageHow pooled agent runs work, and what happens at the limitAI agent usage in FlowCRM is metered per seat but shared across the company. A plain explanation of runs, the pooled allowance and what happens at the limit.4 min read
- 02AI usageWhat an AI research agent actually does on a CRM recordThe six steps of an AI research run in FlowCRM, the manual prospecting work it replaces, where a person stays in control, and how runs are counted.5 min read
Get off the spreadsheet
Clean, import and switch without losing a row.
- 01MigrationMigrating a CRM from CSV: a practical checklistExport, clean, map, test and import: a careful, step-by-step checklist for moving from spreadsheets or another CRM into FlowCRM using CSV import.6 min read
- 02MigrationHow to replace your sales spreadsheet with a CRMA week-long plan to move a team off the shared sales spreadsheet into a CRM without losing a row: what to keep, how to import, and how to make it stick.6 min read
Run a process people follow
Pipelines, approvals and structure that do not slow the team down.
- 01ProcessHow to design a sales pipeline that people keep up to dateHow to choose sales pipeline stages, write exit criteria reps actually follow, and decide when one pipeline should become several. With a quarterly review routine.5 min read
- 02GovernanceSetting up departments and approvals without slowing people downA light-touch way to add CRM departments, permissions and approval workflows as a team grows, so sign-off protects the business without slowing deals down.5 min read