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.

Every policy sold

Finance & Insurance Never Miss a Renewal

Manage complex, multi-stage financial sales cycles with precision. Flowzo CRM tracks every lead, policy renewal, document collection, and SLA deadline — so no opportunity ever goes cold.

4×Faster Lead Response

70%Renewal Retention

StreamlinedSLA Management

*Performance metrics represent estimated target outcomes and workflow benchmarks based on automated SLA routing.

Policy renewalsLive

Core Features

Built for Financial Advisors

From lead qualification to policy issuance to annual renewal — every touchpoint automated, every advisor accountable.

01 / RENEWAL TRACKER

Policy Renewal Dashboard

Never miss a renewal again. Track every client's policy expiry date, send automated reminders 30, 15, and 7 days before lapse, and flag at-risk accounts.

02 / LIVE FEED

Advisor Activity Stream

Live visibility into every advisor's pipeline — who's following up on which lead, which policies are at risk, and where each deal stands in the cycle.

03 / PIPELINE

Multi-Stage Deal Flow

Track leads through qualification, needs assessment, proposal, document collection, underwriting, and policy issuance — all with SLA timers.

The Problem

Most finance teams focus solely on generating new leads.

We focus on retaining the clients you've already won. Retention is your growth engine.

Renewals Slipping Through

Policy dates missed because advisors rely on memory — costing lapsed premiums and lost commission.

Document Collection Chaos

Chasing KYC and income proof via email with no tracking or automated follow-up sequences.

No Advisor Accountability

Managers have zero visibility into which advisor is following up, and how long deals are stalling.

The Protocol

Scale Your Wealth Practice

Go live in under a day. Works for insurance, mutual funds, and loans.

1STEP 01

Qualify Every Lead

Capture leads from web forms and portals. Auto-assign based on product type or income bracket — with SLA timers enforced for instant outreach.

2STEP 02

Document Automation

Send proposal decks, set automated KYC reminder sequences, and track completion status — all from one dashboard. Zero manual chasing.

3STEP 03

Issue & Renew

Once a policy is issued, automated renewal workflows kick in — 30, 15, and 7-day reminders ensure your retention stays at industry-leading levels.

Everything behind Finance workflows

Each workflow above runs on the same core CRM features you can use for any team.

Case Studies

Trusted by Finance Teams

"Flowzo gave us exact flexibility. Setting up the team and custom loan grids independently proved how powerful this platform is."

Bankloanz Team

"Totally satisfied by the work this team is doing. Very professional and dedicated. They give prompt responses, solve all queries quickly, and have given me good results."

Omer Faruqui

"Very useful for small and growing businesses. It simplifies client management and helps track all leads effectively."

Muthu Vijayan

Ready to close more Policies?

Join thousands of financial advisors scaling their practice with Flowzo CRM.