What can I manage inside FlowZo CRM?

You can manage leads, contacts, companies, deals, tasks, meetings, notes, chats, emails, call activities, files, and dashboard insights — all from one system.

Can I create custom fields for leads and companies?

Yes. Create lead attributes, company attributes, assign them to attribute sets, and verify them during record creation — fully configurable to your workflow.

Can I filter and save views?

Yes. Use filters, advanced filters, and smart views to organize records the way your team works best. Save any view for instant access.

Can I export deal and lead data?

Yes. Deals, leads, companies, and reports can all be exported from the CRM for analysis, sharing, and business intelligence.

ZERO-FRICTION DATA COLLECTION

Capture Complex DataNative to WhatsApp

Tired of sending "form links" on WhatsApp that lead to huge drop-offs? WhatsApp Flows lets you build app-like interactive forms directly inside the chat. No browsing away. No waiting for pages to load.

Appointment booking, product selection, or customer surveys — keep the conversation native and completion rates high.

Try Flows for Free

Native form UI

Higher completion

Direct CRM sync

CRM Updated

Visit Date:04 Apr

Type:3BHK Luxury

Status:Confirmed

WHATSAPP FLOW FIELD

Preferred City:Mumbai

Budget Range:₹1.5Cr+

Call Time:Evening

→

FLOWZO CRM FIELD

Lead Location:Mumbai

Est. Deal Value:₹1.5Cr

Folow-up Task:Scheduled for 5 PM

DATA SYNC

Zero Manual Entry Instant Context

Every choice a user makes in a WhatsApp Flow is mapped directly to a field in FlowZo CRM. If they choose "Morning" as a contact time, a task is created for your rep at 9 AM automatically.

Custom field mapping from Flow to CRM
Multi-select, dropdowns, and date pickers supported
Input validation before data hits your CRM
Flow responses saved to lead activity timeline
Trigger automation based on Flow inputs

CONVERSION RATE

The End of "Link Fatigue"

Traditional marketing sends links. Links require browser loading and cookie prompts. WhatsApp Flows are native; they slide over the chat window instantly. By keeping the user inside the WhatsApp environment, we've seen completion rates 3× higher than external mobile forms.

Native UI feels like part of the phone OS
No browser-loading delays or blank screens
Doesn't break the "chat mindset"
Pre-filled data (like phone number) reduces friction
Immediate confirmation bubble after completion

EXTERNAL FORM URL

User clicks link. Browser opens. Slow load. 404/SSL errors. Login prompt. User quits.

32% Completed

NATIVE WHATSAPP FLOW

User clicks button. Flow opens instantly. Interactive & Fast. Native data capture. Finished.

86% Completed

3×

COMPLETION RATE

vs mobile web forms for identical data collection

LOAD TIME DELAY

Native interface opens instantly within the chat UI

100%

DATA ACCURACY

Structured inputs ensure clean valid data hits your CRM

NATIVE CAPABILITIES

WhatsApp Flow Use Cases

Appointment Booking

Let leads choose dates and times from a native calendar. Syncs with rep availability in CRM.

Multi-Step Surveys

Collect feedback or qualification data through structured pages. No "form link" drop-offs.

Quote Configurator

Allow users to select product options, colors, and sizes to get an instant pricing estimate.

Room Reservation

native interface to select check-in/out dates and room types. Captures guest preferences.

Loan Eligibility

Gather income, occupation, and tenure data securely inside the WhatsApp UI.

️ Newsletter Signup

Native dropdowns for interest areas and preferred contact frequency.

TECH STACK

Advanced Interaction Logic

Date Pickers

Interactive calendars for booking and scheduling events — visual, intuitive, and native.

Dropdown Lists

Clean selectors for choosing cities, departments, or products without text entry errors.

Multi-Select Chips

Allow users to pick multiple interests or services in a few taps.

Branching Logic

Show different Flow pages based on previous answers (e.g., if Budget< 50k, show budget products).

Auto-Lead Creation

CalBot creates the lead in FlowZo CRM the moment the Flow 'Submit' button is tapped.

A/B Testing

Test different Flow structures to see which version gets the highest completion rate.

FAQ

Common Questions

What are WhatsApp Flows?+

WhatsApp Flows are native, app-like interactive forms that sit directly inside the WhatsApp chat interface. They allow users to submit complex information, choose dates, or browse products without ever leaving the conversation or switching to a browser.

How are Flows different from regular chatbot bubbles?+

Regular chatbots use 'options' (text buttons) which are limited to 3 per message. Flows allow for full forms with drop-downs, date pickers, multi-select checkboxes, and validation. It's like having a mini-web-app inside WhatsApp.

Does the data from Flows go into FlowZo CRM?+

Yes. Every field submitted in a WhatsApp Flow is mapped directly to a lead or contact property in FlowZo CRM. If a lead chooses '2 pm' on a Flow date picker, the 'Appointment Time' field in your CRM is updated instantly.

Native Interaction for Modern Buyers

Stop losing leads to clunky mobile forms. Upgrade to WhatsApp Flows and make data collection part of the conversation.