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AI Lead Insights • WhatsApp • Calling • Automation

Sales CRM Software with
WhatsApp Integration and Automation

Manage Leads, Sales Pipelines and Customer Engagement from One Platform

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Go Live Fast. Train Your Team Faster. Scale without chaos.

Sales CRM dashboard
Why Choose Flowzo CRM

Manage Leads, Sales Pipelines and Customer Engagement from One Platform

Lead Management

Capture, organize, assign, and track every lead from one place. Never let a prospect slip away.

Smart Follow-Ups

Manage tasks, meetings, notes, calls, chats, and emails without missing a single step.

Complete Visibility

See dashboard insights, linked companies, contacts, and revenue opportunities in real time.

1284
Active Leads Tracked
98%
Lead Coverage Rate
3x
Faster Response Time
500+
Teams Using Flowzo CRM
Quick Onboarding

Go Live in30 Minutes Fully Operational in48 Hours

Sign in, add leads, create deals, link companies, customize fields, and start working immediately.

  • Quick sign-in and onboarding
  • Add leads and companies in minutes
  • Configure statuses, sources, stages, and fields
  • Start tracking work instantly
1

Sign In & Set Up

Create your workspace

2

Add Leads & Companies

Import bulk or add manually

3

Customize Fields

Set lead & company attributes

4

Start Selling

Track activities & close deals

Built for Daily Execution

From First Lead toActive Relationship

Call logged — Rahul Sharma

Lead: Hot • Follow-up scheduled

9:14 AM

Proposal email sent

Opened • 2 links clicked

10:02 AM

Task completed: Demo follow-up

Deal moved to Negotiation stage

11:30 AM

Meeting scheduled

Client onsite — 3:00 PM tomorrow

2:18 PM

Manage the FullLead Journey

Handle lead capture, qualification, communication, and follow-ups from one unified workspace.

  • →Add and manage leads manually with full control
  • →Update owners, statuses, and follow-up schedules
  • →View activities, tasks, meetings, chats, and call history
  • →Link leads, contacts, deals, and companies
  • →Upload files and keep records organized

WhatsApp message sent

Template: Follow-up after demo

9:30 AM

Email sequence triggered

Step 2 of 5 — 48h follow-up

10:15 AM

Incoming call — Priya Kapoor

Duration: 12 min • Recorded

11:00 AM

Slack notification sent

New lead assigned to Sales Team

1:45 PM

Every Conversation inOne Place

“Track WhatsApp messages, emails, calls, and Slack conversations in one unified activity timeline for every lead.

  • →WhatsApp Business API integration
  • →Email sequences and bulk sending
  • →Call tracking via Callyzer & TeleCMI
  • →Slack notifications and alerts
  • →Full communication history per record

Pipeline Report — Q1 2026

₹4.2M total • 347 open deals

Today

User-wise Status Report

5 sales reps • 12 statuses tracked

Today

Call Connection Summary

248 calls • 71% connect rate

Today

Data Export Complete

Leads + Deals exported to CSV

Yesterday

Reports ThatDrive Decisions

Export activity reports, lead breakdowns, call summaries, and user performance data on demand.

  • →Lead & activity reports
  • →User-wise status and source reports
  • →Call connection summary reports
  • →Open opportunity insights by company
  • →Export leads & companies to CSV
Communication Hub

Every ConversationStays Actionable

Track communications, maintain activity history, and give your team full context before every next step.

Activity TimelineCall TrackingNotes & TasksMeetingsChat HistoryEmail Visibility
TODAY
😊
📎
Type a message
Operational Intelligence

Your BusinessNever SleepsNeither Should Your CRM

Monitor lead movement, daily activities, deal progress, and pipeline health without switching between tools.

Real-time dashboard visibility
Faster follow-up execution
Cleaner pipeline tracking
Better team alignment
24/7
Always On
3xFaster Responses
98%Lead Coverage
Sales Teams Need More Than Data

Turn Follow-UpsInto Revenue

When leads, activities, and companies are connected, your sales team can work faster and close deals with confidence.

↑3xFaster lead response
86%Better follow-up consistency
↑2xClearer activity visibility
↓40%Lead drop-off rate
↑70%Better record linking
↑5xEasier reporting

*Metrics represent target workflow benchmarks based on automated SLA routing.

Complete CRM

Everything You Need toSell, Track, and Grow

Lead management, contact visibility, company records, smart views, custom fields — all in one system.

Leads & Follow-upsContactsCompaniesSmart ViewsFile ManagementRecord Linking
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