Customer stories
Stories from real teams,
with their permission.
We would rather publish nothing than invent a case study. Each story here will be told with the customer, using their numbers, and approved by them before it goes live.
What each story covers
Specific, checked and useful.
Where they started
The spreadsheet, the old CRM or the mix of tools, and what was costing them time.
How they set it up
Pipelines, seat mix, automations and agents, in the order they switched them on.
What changed
The manual work that went away, in their words and with their numbers, verified with them before publishing.
The first stories are being written with early teams now. Until they are published, see who FlowCRM is built for and the example workflows teams set up first.
Meanwhile
Set it up the way they did.
The same guides we walk new teams through.
- 01MigrationHow 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
- 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
- 03ProcessHow 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