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.

Case studies

In-depth stories of how teams run on FlowZo

Detailed looks at the challenge, the setup and the measurable outcome for each customer.

All case studies

Each case study covers the problem, the FlowZo setup, screenshots and the results.

Education / EdTech

LXL Ideas

From Zoho CRM to a CRM built around the business

Connected school enquiries, sales and post-sales delivery with no-code workflow stages and custom dashboards.

72.2%lower subscription cost

Read the case study →Real estate

Akidex

From standard CRM to a CRM built around real estate

Property-wise dashboards, automated call sync and a dedicated site visit pipeline for a high-volume real estate sales team.

100%call log transparency

Read the case study →

Want results like these?

Start a free trial, or talk to our team about setting FlowZo up around your sales process.

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