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.

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.

Oneplatformtorunyourbusiness

Flowzo brings CRM, revenue attribution, ERP, HRMS, omnichannel engagement, WhatsApp AI and calling together, so sales, operations and people work from one connected suite.

PRODUCTS & SOLUTIONS

The complete Flowzo product suite

Seven products that work on their own or together, covering sales, marketing signals, operations, people and customer conversations.

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Core CRM & PipelineSales & Pipeline

Flowzo CRM

Manage leads, contacts, companies, deals, sales pipelines, follow-ups and reporting.

Multi-channel lead capture & instant routing

Kanban deal pipelines with stage forecasting

Unified customer activity timeline & follow-ups

Explore Flowzo CRM ↗

Conversion FeedbackSignals & Attribution

Flowzo RevenueSignal

Connect validated sales outcomes with supported Meta and Google conversion-feedback systems, without necessarily replacing the customer’s existing CRM.

Meta Conversions API (CAPI) real-time feed

Google Ads offline conversion feedback

Enriches advertising signals without CRM replacement

Explore RevenueSignal ↗

Enterprise Resource PlanningEnterprise Operations

Flowzo ERP

Business operations and enterprise resource management.

End-to-end operational workflows & visibility

Procurement, inventory and accounting sync

Unified data backbone for scalable enterprises

Explore Flowzo ERP ↗

Human Capital ManagementHR & People

Flowzo HRMS

Employee and HR operations management.

Central employee directory & onboarding records

Granular role-based permissions & audit trails

Leave management, shifts & attendance tracking

Explore Flowzo HRMS ↗

Omnichannel OutreachEngagement & Cadence

Flowzo Engage

Coordinate automated follow-ups across channels such as email, WhatsApp and calling.

Multi-channel outreach cadences across email & WhatsApp

Trigger-based automatic actions & escalation rules

Consolidated engagement metrics & reply tracking

Explore Flowzo Engage ↗

Conversational AIAI & WhatsApp

CalBot / WhatsApp Bot

Automate WhatsApp conversations, lead capture, qualification and handover to sales representatives. CalBot is presented as built into Flowzo CRM.

24/7 automated WhatsApp qualification journeys

Native WhatsApp Flows, buttons & product catalog

Instant, intelligent handover to reps with context

Explore WhatsApp Bot ↗

AI Telephony & PBXTelephony & Voice

Calling Agent (AI Calling)

Business calling and telephony integration.

In-browser click-to-call & virtual dialers

Cloud PBX integration with call recording & transcripts

Automated post-call dispositions & CRM syncing

Explore AI Calling ↗

Built for how business really works

From the first enquiry to payroll and operations, Flowzo connects every team on one platform with intelligent execution.

Grow revenue

Flowzo CRM and RevenueSignal capture every lead, manage pipelines and feed validated sales outcomes back to Meta and Google ads.

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Engage every customer

Flowzo Engage, CalBot and AI Calling coordinate WhatsApp, email and phone follow-ups, with every conversation on a single customer card.

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Run operations & people

Flowzo ERP and HRMS manage business operations, employees, attendance and permissions, so the back office keeps pace with sales.

Learn more

Grow revenue

Flowzo CRM and RevenueSignal capture every lead, manage pipelines and feed validated sales outcomes back to Meta and Google ads.

Learn more

Engage every customer

Flowzo Engage, CalBot and AI Calling coordinate WhatsApp, email and phone follow-ups, with every conversation on a single customer card.

Learn more

Run operations & people

Flowzo ERP and HRMS manage business operations, employees, attendance and permissions, so the back office keeps pace with sales.

Learn more

Proven outcomes from growing teams

Teams across industries run sales, conversations and operations on Flowzo, and the results show up in faster responses, cleaner data and more closed revenue.