Zero-Delay SLA Lead Routing
Inbound enquiries from ads, WhatsApp, and portals are assigned to sales reps in real time via automated round-robin with instant notifications.
SalesCRMwithWhatsApp&Automation
Manage leads, sales pipelines, omnichannel WhatsApp chats, calling, and analytics from one connected platform. Go live fast. Train your team faster. Scale without chaos.
DashboardLeadsWhatsAppDealsReportsCompaniesPLATFORM FEATURES
Everything in Flowzo CRM, one click away
Pick a feature to see what it does, then open its page for the full story.
Lead Management
Capture, track, and nurture every lead in one place
DashboardContactLeadCompaniesDealsReportsLead Management14,058+ Add Lead
NameCompanyPhoneStatus
RRahul SharmaNexatech Pvt Ltd98•••• 4321Hot Lead
PPriya KapoorGrowthIQ Solutions97•••• 1180Demo Done
AArjun MehtaPropMark Realty91•••• 7745Qualified
SSunita VermaRealTrust Group99•••• 0932Follow up
KKabir ShahShah Logistics90•••• 5566Proposal
- Capture leads from forms, ads and portals
- Auto-assign with round-robin and routing rules
- Full activity timeline on every lead
24/7 COMMAND & CONTROL
Your business never sleeps. Neither should your CRM.
Monitor lead movement, daily rep activities, deal health, and pipeline velocity in real time without tool hopping.
Unified Chronological Timeline
Every call recording, WhatsApp message, email open, proposal link, and meeting note stays pinned to the customer record forever.
Visual Stage Velocity & Alerts
Monitor weighted deal values, identify stalled opportunities before they go cold, and automate progression prompts across stages.
Role-Based Access & Audit Logs
Maintain strict data governance with granular view/edit/export permissions, field-level masks, and immutable activity audit trails.
BUILT FOR YOUR INDUSTRY
One CRM that fits the way your business sells
Pipelines, follow-ups and reports that match how your team works, whatever you sell.
Real estate
Site visits, broker portal enquiries and property follow-ups in one pipeline.
See how it works →Education
Student enquiries, counsellor calling and admissions pipelines.
See how it works →Healthcare
Patient appointments, clinic enquiries and follow-up reminders.
See how it works →Finance & insurance
Advisor tracking, renewals and premium follow-ups.
See how it works →Fitness
Trial bookings, membership follow-ups and renewals.
See how it works →Beauty & wellness
Appointment bookings and repeat-visit reminders.
See how it works →QUICK ONBOARDING
Go live in 30 minutes. Fully operational in 48 hours.
Sign in, add leads, create deals, link companies, customize fields, and start selling immediately without technical friction.
013 Minutes
Sign In & Set Up
Create your organization workspace, invite your sales reps, and assign granular role-based permissions.
025 Minutes
Add Leads & Companies
Bulk import records via CSV or connect Meta Lead Ads, Google Forms, and website enquiry widgets.
0310 Minutes
Customize Fields & Stages
Configure custom lead attributes, company sets, and drag-and-drop Kanban pipeline milestones.
04Immediate
Start Selling & Tracking
Execute follow-ups with call logs, chat via the WhatsApp API, and close deals with confidence.
MOBILE & FIELD TEAMS
Your CRM in every rep's pocket
Your team sells from the road, the site and the shop floor. The Flowzo app keeps leads, calls and follow-ups with them.
- Call a lead in one tap and have the call logged automatically
- Update lead status, add notes and set follow-ups on the go
- Track field visits, attendance and location check-ins
- Get reminders and new-lead alerts the moment they happen
CONTROL & SECURITY
Your data stays organised, and in your control
Give every team the access it needs and keep a clear record of everything that happens on a lead.
Roles & permissions
Decide who can see, edit, export and delete, by user, team or role.
Explore users & roles →Your data, exportable
Export leads, deals, companies and reports to CSV or Excel whenever you need them.
Explore data management →Complete activity history
Every call, note, message and status change is saved on the lead timeline.
Explore lead history →Whoever you are and wherever you are going, there is a plan for you
Professional
For growing sales teams₹6,000/user/year, billed annually
- Lead and contact management
- Sales pipeline and deals
- Built-in calling
- Email and WhatsApp follow-ups
- Reports and dashboards
Unlimited
For scaling organizations₹1,44,000billed annually
- Everything in Professional
- Unlimited users
- Advanced roles and permissions
- Priority support
- Data management and security
100+ Live Integrations
Integrations that fit in, with zero disruption
Connect your ad platforms, WhatsApp, portals, telephony, and business tools directly into sales workflows.
WhatsApp Business APIOfficial API
Facebook & Instagram AdsMeta Lead Ads
Google Ads & FormsSearch & Forms
IndiaMARTB2B Marketplace
JustdialDirectory Leads
99acresReal Estate
MagicBricksProperty Portal
TradeIndiaB2B Portal
WhatsApp Business APIOfficial API
Facebook & Instagram AdsMeta Lead Ads
Google Ads & FormsSearch & Forms
IndiaMARTB2B Marketplace
JustdialDirectory Leads
99acresReal Estate
MagicBricksProperty Portal
TradeIndiaB2B Portal
FREQUENTLY ASKED QUESTIONS
Everything you need to know about Flowzo CRM
Clear answers to common questions about deployment, data security, channels, and workflow customization.
You can manage leads, contacts, companies, deals, tasks, meetings, notes, chats, emails, call activities, files, and executive dashboard insights — all from one unified system without tool switching.
Bring your whole sales team onto Flowzo CRM today
Start with the tools your reps need and scale seamlessly. Free plan available for CRM. No credit card required.