Getting started
Create your workspace, import your data and invite your team.
Sample doc. Placeholder content to demonstrate the docs collection.
Welcome to flow-crm. This guide gets you from zero to a working workspace.
1. Create your workspace
Head to the app and start a free trial. Your workspace is provisioned in minutes — no setup call required.
2. Import your data
Bring in contacts and companies from CSV or Excel with column mapping, or import directly from Salesforce, HubSpot, Pipedrive or Zoho.
3. Connect your inbox
Link Gmail or Outlook so email threads attach to the right records automatically. Add Twilio for voice and SMS when you’re ready.
4. Invite your team
Add teammates and assign roles. Field- and role-level permissions keep everyone to the right slice of the data.
Next steps
- Build your first automation in the visual workflow builder.
- Turn on the AI assistant and ask it to summarize a deal.
- Customize fields on any record with formulas and AI autofill.