CRM
The CRM Your Agents Update
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- Agents qualify leads and move deals for you
- Every conversation automatically linked to a contact
- Visual pipelines with custom stages and fields
- Attribution from ad click to closed deal
Why a built-in CRM?
When the CRM lives in a different tool, half of what customers say never makes it in. In Flowlines the conversation and the record are the same place, so your pipeline is always up to date.
Clean Data, Clear Pipeline
What Changes With Flowlines CRM
No Manual Data Entry
One View of Each Customer
Pipeline You Can Trust
Revenue by Campaign
Move a deal, and your workflows can follow up, notify the owner or send the next message automatically.
FAQ
About Flowlines CRM
Launch Your First AI Agent
Train it on your docs, connect a channel and go live today. The inbox, CRM and workflows come built in.