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One system for sales, service & operations

The all-in-one CRM that runs your whole business

Contacts, a visual deal pipeline, an omni-channel inbox, support, quotes, no-code automation and an AI assistant that actually takes action — unified on one platform, so your team stops stitching tools together.

Start free Book a demo

7-day free trial · No credit card to get started · Auto-converts to Standard

Deals · Pipeline
AI assistant
Lead 2

Northwind Traders

$12,400 AI: warm

Atlas Logistics

$4,900 New
Qualified 1

Beacon Health

$28,000 Champion
Proposal 2

Vertex Manufacturing

$61,200 Quote sent

Harbor Foods

$9,750 Stalled

Daily briefing — Harbor Foods has gone quiet for 9 days. Vertex's quote was opened twice today. Want me to draft a follow-up?

Works with the tools you already use — 25+ native integrations

  • Gmail
  • Outlook / 365
  • Slack
  • Microsoft Teams
  • Stripe
  • Plaid
  • QuickBooks
  • Xero
  • Shopify
  • WooCommerce
  • Salesforce
  • HubSpot
  • Zoom
  • Twilio
  • Mailchimp
  • Google Calendar

One source of truth, instead of a dozen tabs

flow-crm unifies the data that's usually scattered across separate tools — so every team works from the same records, and your automations and AI can see the whole picture.

flow
crm
  • Sales CRM
  • Help desk
  • Quoting & e-sign
  • Marketing forms
  • Accounting & GL
  • Project tracker
  • Inbox & dialer
  • BI dashboards

Unified inbox

Every conversation, one place

Email, voice, SMS, live chat and social all land in a shared inbox — each message attached to the right contact, deal or ticket so context never gets lost.

  • Gmail & Outlook, Twilio voice + SMS, live chat and social
  • Replies logged automatically against the right record
  • Hand off threads across sales and support without losing history
Shared inbox All channels
  • PR
    Priya Nair Email 2m

    Re: Quote #1042 — looks good, one question…

  • +6
    +61 412 998 221 SMS 14m

    Thanks, got the link 👍

  • BE
    Beacon Health Voice 1h

    Missed call · voicemail transcribed

  • @H
    @harborfoods Social 3h

    Can you DM me the pricing?

AI that takes action

An assistant that does the work, not just the talking

A conversational agent reads, creates and updates records and remembers context. It proposes next actions, autofills fields and scores leads — and surfaces a daily briefing of stalled deals, quiet champions and buying signals.

  • Reads, creates and updates records with memory
  • Next-action proposals, field autofill, lead + predictive scoring
  • Proactive signals and daily briefings
Deals · Pipeline
AI assistant
Lead 2

Northwind Traders

$12,400 AI: warm

Atlas Logistics

$4,900 New
Qualified 1

Beacon Health

$28,000 Champion
Proposal 2

Vertex Manufacturing

$61,200 Quote sent

Harbor Foods

$9,750 Stalled

Daily briefing — Harbor Foods has gone quiet for 9 days. Vertex's quote was opened twice today. Want me to draft a follow-up?

No-code automation

Automate the busywork, with approvals built in

Wire up triggers and roughly 73 actions in a visual builder backed by a durable engine. Add multi-level approvals with delegation, recall and timeouts wherever you need a human in the loop.

  • Visual builder, triggers and a durable execution engine
  • Multi-level approvals: delegation, recall, timeouts
  • Automatic data enrichment from LinkedIn and public registries
Lead intake automation Live
Trigger When a lead is created
Action Enrich from LinkedIn
Action Score with AI
Branch If score ≥ 80 → notify owner

~73 actions · durable engine · visual builder

See it in motion

A quick peek at the product. Click through the surfaces your team lives in.

Drag deals across a visual kanban with activities, notes and AI signals on every card.

Deals · Pipeline
AI assistant
Lead 2

Northwind Traders

$12,400 AI: warm

Atlas Logistics

$4,900 New
Qualified 1

Beacon Health

$28,000 Champion
Proposal 2

Vertex Manufacturing

$61,200 Quote sent

Harbor Foods

$9,750 Stalled

Daily briefing — Harbor Foods has gone quiet for 9 days. Vertex's quote was opened twice today. Want me to draft a follow-up?

Everything your business runs on

Sales, service, operations and finance — shipped and ready, on one platform.

  • Contacts, companies & a visual deal pipeline

    Drag-and-drop kanban pipeline with activities and notes on every record.

  • Unified inbox: email, voice, SMS & social

    Gmail & Outlook, Twilio voice + SMS, live chat and social — one shared inbox.

  • Support tickets, SLAs & knowledge base

    Ticketing with SLAs, a knowledge base and a branded customer portal.

  • Quotes, orders & e-signatures

    Branded quotes, e-sign and approval chains from draft to signed.

  • Forms & landing pages that capture leads

    Build forms and landing pages and embed them anywhere to capture leads.

  • Dashboards & analytics

    Charts, metrics and maps with one-click PDF export.

  • No-code workflow automation

    Visual builder with triggers and a durable engine — roughly 73 actions.

  • Multi-level approvals

    Delegation, recall and timeouts across multi-step approval flows.

  • An AI assistant that takes action

    A conversational agent that reads, creates and updates records — with memory.

  • AI recommendations, autofill & scoring

    Next-action proposals, field autofill, and lead + predictive scoring.

  • Proactive signals & daily briefings

    Surfaces stalled deals, quiet champions and buying signals every day.

  • Automatic data enrichment

    Enrich records automatically from LinkedIn and public registries.

  • Accounting, GL & bank feeds

    Journal entries, Plaid reconciliation, payment allocation and depreciation.

  • Orders, products & shipment tracking

    Track orders and products through to delivery confirmation.

  • Work orders & bills of materials

    Manufacturing work orders and BOMs alongside the rest of your data.

  • Project management

    Tasks, milestones and activities to deliver the work you win.

  • Employees & payroll

    Employee records, tax computation and bank export.

  • Social media scheduling

    Schedule and publish to Facebook, Instagram, LinkedIn and X.

  • Self-service customer portal

    Customers track tickets, quotes, invoices and shipments themselves.

  • Enterprise-grade security

    RLS multi-tenancy, MFA, role + field-level permissions and audit logs.

  • Custom fields on every record

    Formulas, AI autofill and per-role visibility on any record type.

  • Import & export

    CSV/Excel import with column mapping; export to CSV and PDF.

  • 25+ native integrations

    Connect the tools you already use across comms, finance, e-commerce and more.

Explore all features

Built for the whole company

One platform every team can work from — without exporting data between tools.

Sales

Close from one pipeline

Run deals on a visual kanban, send branded quotes with e-sign, and let AI flag stalled deals and quiet champions before they slip.

Service

Support with context

Tickets, SLAs and a knowledge base, plus a self-service portal — all attached to the same customer records sales works from.

Operations

Run the work you win

Orders, products and shipment tracking, work orders and BOMs, and project tasks and milestones — operations live next to the deal.

Finance

Books that stay in sync

Journal entries, a general ledger, Plaid bank reconciliation and payroll — finance reads from the same source of truth.

Simple, transparent pricing

One plan with everything included. Start on a free 7-day trial — it auto-converts to Standard, so there's nothing to reconfigure.

Start free See full pricing

Standard

$100 AUD / user / mo

per user / month, billed monthly

  • AUD $100 per user / month
  • Minimum 1 seat
  • 1,000 credits per user / month
  • All shipped capabilities included

Start free today, or see it with your data

Spin up a workspace in minutes on a free 7-day trial — no credit card to get started. Prefer a guided walkthrough? Book a demo and we'll tailor it to how your team works.

Start free Or request a demo →

Book a demo

Tell us a little about your team and we'll be in touch.