Close more deals with total pipeline clarity
Track every deal from qualification to close. Manage pipeline stages, forecast revenue, collaborate with your team, and never let a winning opportunity slip away.
Deals · BoardLiveSee your pipeline the way you work
Switch between a visual Kanban board and a data-rich Table view to manage your sales pipeline. Drag and drop deals between stages or update them inline — complete flexibility to match your workflow.
Kanban Board View
Visualize all deals by stage in a drag-and-drop board. Move cards between stages and add a confirmation note when progressing a deal.
Table View with Bulk Actions
Switch to a spreadsheet-style table to use bulk actions, apply column filters, and manage high volumes of deals at once.
Create deals and connect every relationship
Instantly convert a qualified lead into a deal. Attach the associated contact, company, products, and key details — so your team has the full picture before the first call.
Convert Lead to Deal in One Click
Create a deal straight from a lead profile. All lead data — contact, company, source — flows over automatically with zero re-entry.
Link Contacts, Companies & Products
Attach multiple contacts, the parent company, and the exact products or services on the deal for account-based selling clarity.
Every touchpoint in one unified activity feed
Get the full context of every deal instantly. Every call, email, meeting, note, WhatsApp, task, and document uploaded is logged in a single chronological timeline.
Complete Activity History
Log calls, meetings, notes, and emails against the deal. Know who said what and when — before every conversation.
Documents & File Uploads
Attach proposals, contracts, quotations, and reference files directly to the deal record — everything organized in one place.
Predict revenue and focus on deals that will close
Set deal values, expected closure dates, and win probability scores on every deal. Get a real-time snapshot of pipeline health and revenue forecasting so you always know where the business stands.
Deal Value & Forecasted Close Date
Assign deal amounts and expected closure dates to build an accurate revenue forecast across your entire pipeline.
Win Probability Scoring
Assign win probability percentages to prioritize deals with the highest chance of closing and focus energy where it counts most.
Reach prospects on every channel from one deal view
Call, email, WhatsApp, assign tasks, and schedule meetings — all directly from the deal record. Every action is auto-logged so the whole team stays in sync without a single manual update.
Call, Email & WhatsApp in One Place
Initiate calls with call tracking, send emails using templates, and message via WhatsApp directly from the deal profile — no tab-switching required.
Tasks & Meetings on Deals
Create follow-up tasks, set due dates, and schedule product demo meetings that sync with your calendar — all from the deal.
Generate invoices and quotations right from the deal
No need to switch to a separate tool. Create branded quotations and invoices directly within the deal record, share them instantly, and track payment status — all in one place.
One-Click Quotation Generation
Create a professional quotation from the deal's product list. Customize format, add taxes, and share with the prospect immediately.
Invoice Management & Payment Tracking
Generate invoices, send them to clients, and track payment collection status without leaving the CRM.
Customize stages and understand every win and loss
Define your own deal stages to match exactly how your team sells. When a deal closes, capture the specific reason — win or loss — so you can spot patterns, coach your team, and improve your close rate.
Customizable Deal Stages
Add, rename, and reorder custom pipeline stages like Needs Analysis, Proposal, Negotiation, Won — shaped exactly to your sales process.
Deal Closing Reasons
Record why each deal was won or lost — competitor pricing, budget cut, no response, or product fit — and use the data to sharpen your strategy.
Capture any deal data and import in bulk
Extend deal profiles with custom attributes tailored to your industry. Import thousands of deals from a CSV in minutes, map your columns to CRM fields, and export filtered deal data any time.
Custom Deal Attributes
Add text, number, date, or dropdown fields — like contract duration, discount tier, or region — specific to your sales process.
Bulk Import & Export
Upload deals from Excel/CSV with automatic field mapping and duplicate detection. Export any filtered view to CSV for reporting or sharing.
Pipeline and revenue reports to drive better decisions
Get real-time visibility into pipeline health, deal probability, and revenue won vs lost. Export any report as CSV and share with leadership in seconds.
Deals Probability Report
See the total revenue, expected amount, and probability weighting across all pipeline stages — so forecasts are always grounded in data.
Revenue Won by Source
Identify which lead sources convert to the most valuable deals — IndiaMART, website, ads — and double down on what works.
Why sales teams close more with Flowzo CRM
Designed for teams that need full deal visibility, faster collaboration, and data-driven confidence to close every opportunity.
Prioritize the Right Deals
Win probability scores and pipeline snapshots help your team focus energy on deals most likely to close.
Accurate Revenue Forecasting
Deal values, close dates, and stage tracking give leadership a live forecast they can count on.
Zero Communication Gaps
Every call, email, and WhatsApp is auto-logged on the deal for seamless team collaboration — so every rep picks up exactly where the last one left off.
Faster Deal Cycles
One-click quotations, instant task creation, and automated workflows cut down the time from proposal to close.
Connected Tools for End-to-End Deal Success
Flowzo CRM connects deal tracking with lead management, visual pipelines, multi-channel engagement, and revenue analytics.
Lead Management
Convert qualified leads directly into active pipeline deals with 1-click lead handoff.
Explore →Pipeline Management
Visualize deals on interactive drag-and-drop Kanban boards with customizable stages.
Explore →Multi-Channel Engagement
Reach deal contacts across email, phone calls, WhatsApp, and social touches seamlessly.
Explore →Reports & Analytics
Track win/loss rates, deals probability reports, and revenue forecasts in real time.
Explore →Frequently asked questions
Open any lead's detail page and click "+ Add Deal". The deal is created with the lead's contact, company, and source data pre-filled. You can then add the deal value, stage, closing date, and linked products before saving.
Ready to take control of your pipeline?
Track every deal, forecast with confidence, and close faster with Flowzo CRM's Deal Management.