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 · Social selling

Master outreach with LinkedIn social selling

Add LinkedIn tasks to the same cadence as email, calls and WhatsApp, and log every touch on the lead.

14-day free trial. No credit card required.

Email Calls WhatsApp Social selling

Built for how social selling really works

Turn LinkedIn engagement into pipeline without losing a single touch.

Capture engagement

Connections and replies are synced to the CRM in real time as they happen.

Route to the right rep

Smart rules assign each lead and enroll it in the right sequence automatically.

Keep every touch

Each request and message is logged on the timeline next to email and calls.

Turn LinkedIn into your highest-converting outreach channel

Social steps appear in each rep's daily task list with the lead's full context, ready to complete in a click.

Connection request and message tasks inside sequences
Leads auto-assigned by your routing rules
First response within minutes, not hours

From connection request to closed deal

Follow the full journey in one sequence, mixing social, email and calls.

Enroll leads automatically on engagement
Switch channels based on what the lead does
Pause the cadence the moment they reply

No LinkedIn activity leaks out of your CRM

Every request, acceptance and message is recorded so managers see the full picture.

Real-time activity sync to the lead timeline
Reporting on requests, acceptances and replies
One multi-channel view next to email and calls

Everything built in for social selling

Six capabilities that keep LinkedIn outreach organised and measurable.

01Sync

Real-time activity sync

LinkedIn activity reaches the CRM as it happens.

02Routing

Smart auto-assignment

Assign leads to reps using your own routing rules.

03Automation

Auto-enroll in sequences

Start the right cadence the moment a lead engages.

04Tracking

LinkedIn activity tracking

See every request and message on the lead timeline.

05Tasks

LinkedIn task sequences

Queue social tasks for reps at exactly the right step.

06Control

Zero activity leakage

Nothing gets lost between LinkedIn and your CRM.

LinkedIn social selling: common questions

1.How do I add LinkedIn tasks to my sequences?+

In the Sequence Builder, add a Social step and set it as a LinkedIn connection request task. When it is due, it appears in the rep's daily task queue with the lead's context.

2.Can I track LinkedIn outreach in the CRM?+

Master LinkedIn outreach. One CRM, zero missed leads

Add social steps to your sequences and track every touch. No credit card required.