Customizable pipeline stages
Adapt the board to your sales or service process and move opportunities forward with a clear visual workflow.
Sales pipeline CRM
A clearer pipeline from first contact to close.
Flow CRM helps teams track opportunity value, ownership, stage, probability, next actions, and connected client activity without losing context.
Every deal connected to the client
Open notes, communication, tasks, meetings, invoices, and relationship history directly from the opportunity.
Forecast with current information
Review values, expected close dates, stage probability, owner performance, and open pipeline totals from connected data.
Keep next actions visible
Use reminders, activity signals, and automations to prevent promising opportunities from going cold.