What can I manage inside FlowZo CRM?

You can manage leads, contacts, companies, deals, tasks, meetings, notes, chats, emails, call activities, files, and dashboard insights — all from one system.

Can I create custom fields for leads and companies?

Yes. Create lead attributes, company attributes, assign them to attribute sets, and verify them during record creation — fully configurable to your workflow.

Can I filter and save views?

Yes. Use filters, advanced filters, and smart views to organize records the way your team works best. Save any view for instant access.

Can I export deal and lead data?

Yes. Deals, leads, companies, and reports can all be exported from the CRM for analysis, sharing, and business intelligence.

Flowzo Engage

Back to EngageFlowzo Engage · Sequence builder

Design multi-channel sales flows visually

Drag email, calls, WhatsApp and social steps into one coordinated sequence, preview it, then activate it for your leads.

Email Calls WhatsApp Social selling Sequence builder

Build your sequence right here

Pick a template or start from scratch. Click a step to edit it, then use Preview to watch the flow run.

Add Channel Step

Drag a channel into the sequence or click to add

Personalized intro email with CTA

Call

Click-to-call follow-up, drop voicemail if no answer

Template message with booking link

Social

Send connection request + personalized note

Manual Task

Custom reminder or action item

Quick Templates

Real Estate — 7 Day

Email → Call → WhatsApp → Social → Email

B2B SaaS — 5 Day

Email → Call → Email → Social → Manual Task

Follow-Up Blitz

Call → WhatsApp → Email

Cold Outreach

Email → Email → Call → WhatsApp → Email

Tip: Sequences with 5+ steps and 3+ channels get 3x more replies

Day 1 · EmailProperty Intro Email

↑

↓

Share property highlights + CTA to book viewing

ActiveHigh Priorityintro-email

Waitday(s) before this step

Day 2 · CallFollow-Up Call

↑

↓

Call and leave voicemail if no answer

ActiveHigh Priority

Waitday(s) before this step

Day 4 · WhatsAppWhatsApp Value Message

↑

↓

Share pricing PDF + quick booking link

ActiveMed Prioritywa-follow

Waitday(s) before this step

Day 7 · EmailFinal Follow-Up Email

↑

↓

Breakup email — last chance to connect

ActiveMed Prioritybreakup

＋Drag a channel here or click to add a step

Step Editor

Select a step to edit

Select a step from the sequence
to edit its details here

Everything you need to design a cadence

Six tools that take a sequence from idea to live outreach.

01Canvas

Drag-and-drop canvas

Drag email, call, WhatsApp, social and manual steps into place, or click to add them.

02Templates

Ready-made templates

Start from proven cadences for real estate, B2B SaaS, follow-ups and cold outreach.

03Timing

Day-by-day delays

Set how many days to wait before each step and the sequence keeps the schedule.

04Editor

Step editor

Write subject lines, email bodies, call scripts and pick WhatsApp templates per step.

05Preview

Live preview

Run a simulation to see every step fire in order before you activate the sequence.

06Control

Pause and reorder

Pause a step, move it up or down, or remove it without rebuilding the whole flow.

Sequence builder: common questions

1.What can I put in a sequence?+

Email, call, WhatsApp, LinkedIn social and manual task steps, in any order and on any day, in one coordinated flow.

2.Does a sequence stop when a lead replies?+

3.Can I personalise each email?+

4.Can I test a sequence before activating it?+

Your first multi-channel sequence, live today

Build it here, then run it on your real leads from Flowzo CRM. No credit card required.