Sales CRM Software with WhatsApp Integration and Automation
Manage Leads, Sales Pipelines and Customer Engagement from One Platform
Go Live Fast. Train Your Team Faster. Scale without chaos.
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.
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
Sign In & Set Up
Create your workspace
Add Leads & Companies
Import bulk or add manually
Customize Fields
Set lead & company attributes
Start Selling
Track activities & close deals
From First Lead toActive Relationship
Call logged — Rahul Sharma
Lead: Hot • Follow-up scheduled
Proposal email sent
Opened • 2 links clicked
Task completed: Demo follow-up
Deal moved to Negotiation stage
Meeting scheduled
Client onsite — 3:00 PM tomorrow
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
Email sequence triggered
Step 2 of 5 — 48h follow-up
Incoming call — Priya Kapoor
Duration: 12 min • Recorded
Slack notification sent
New lead assigned to Sales Team
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
User-wise Status Report
5 sales reps • 12 statuses tracked
Call Connection Summary
248 calls • 71% connect rate
Data Export Complete
Leads + Deals exported to CSV
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
Powerful Features.Simple to Use.
Lead Management
Capture, track, and nurture every lead from one place. Never miss a follow-up or sales opportunity.
Learn More →Smart Views & Filters
Organize records with custom views and advanced filters. Find the right data instantly.
Learn More →Company Records
Manage companies, contacts, and opportunities in one place. Get complete customer visibility.
Learn More →Custom Fields
Customize Flowzo to match your business process. Capture the data that matters most.
Learn More →Reports & Analytics
Track sales performance and business growth in real time. Make smarter decisions with actionable insights.
Learn More →Email Sequence
Automate personalized email follow-ups and nurture leads effortlessly throughout the sales cycle.
Learn More →In-Built WhatsApp
Connect with customers directly through WhatsApp. Manage conversations, campaigns, and automation from one platform.
Learn More →Lead Automation
Automate lead assignment, follow-ups, and workflows. Save time and improve team productivity.
Learn More →Pipeline Management
Track deals through every stage of the sales process. Gain complete visibility into revenue opportunities.
Learn More →User Management
Control user roles, permissions, and access levels. Keep your CRM secure and organized.
Learn More →Deal Management
Manage opportunities, negotiations, and closures efficiently. Stay on top of every revenue-generating deal.
Learn More →Multi-Channel Engagement
Engage customers through WhatsApp, email, and calls. Deliver a consistent customer experience across channels.
Learn More →CallSync
Automatically log SIM-based business calls into CRM. Track conversations without manual effort.
Learn More →Field Sales Tracking
Monitor field activities, client visits, and live locations. Improve accountability and field team performance.
Learn More →Sales Collaboration
Enable teams to work together with shared records and activities. Keep everyone aligned and productive.
Learn More →Workflow Automation
Automate repetitive business processes with custom workflows. Increase efficiency and reduce manual work.
Learn More →Every ConversationStays Actionable
Track communications, maintain activity history, and give your team full context before every next step.
Your BusinessNever Sleeps.Neither Should Your CRM.
Monitor lead movement, daily activities, deal progress, and pipeline health without switching between tools.
Turn Follow-UpsInto Revenue
When leads, activities, and companies are connected, your sales team can work faster and close deals with confidence.
Everything You Need toSell, Track, and Grow
Lead management, contact visibility, company records, smart views, custom fields — all in one system.
Your Sales Process, ConnectedEnd to End
Bring together lead records, contact data, companies, deals, email workflows, and reporting into one platform.
Reduce tab switching. Increase productivity. Close deals faster.
Questions? We've Got Answers.
YourAI-Powered CRMIs Ready When You Are
Simplify follow-ups, connect your sales records, and give your team a faster path from lead to revenue.
Join Our Daily Flowzo CRM Webinar
- Learn to automate 90% of your sales pipeline and follow-ups.
- Direct live Q&A session with our senior CRM architects.
- Get a free CRM optimization checklist upon attendance.
