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PLATFORM CAPABILITIES

Automate and Streamline Your Sales Pipeline

Effortlessly capture inbound leads, monitor call performance, and close deals directly on WhatsApp with a unified sales ecosystem.

Stage 01

Instant Lead Intake & Intelligent Routing

Prevent lead leakage. Flowzo instantly pulls inbound prospects from 40+ sources (including JustDial, IndiaMart, Google Ads, and Facebook Forms) and immediately routes them to the right sales reps with complete lead history.

  • Seamless Multi-Channel Collection

    Inbound queries from web forms, directory portals, and social media platforms flow directly into your CRM pipelines.

  • Smart Lead Distribution Algorithms

    Distribute prospects dynamically to active representatives based on performance, geography, or product expertise.

  • Automated Lead Consolidation

    Avoid client overlap. Flowzo catches matching email profiles or phone numbers and consolidates contact records automatically.

New Lead from IndiaMart
Assigned to Rahul Sharma
Live
Facebook Lead Ads Campaign
Assigned to Priya Nair
Live
Duplicate Request Detected
Merged into existing profile
Merged
Stage 02

Unified Dialer & Direct Call Logs

Eliminate manual dialing and app switching. Empower your representatives with instant click-to-call, automated dialer sequences, and integrated WhatsApp Business lines to make outbound calls directly from the pipeline view.

  • One-Click Outbound & Power Dialing

    Dial through contact directories automatically. Auto-skip unanswered sessions to increase daily outreach volume.

  • Integrated WhatsApp Messaging API

    Send catalogs, interactive quick replies, and approved template sequences from a shared team phone profile.

  • Call Archiving & AI Summary Notes

    Record business calls automatically and transcribe them. AI extracts summaries and action points in English and Hindi.

02:47

Active Call with Vijay Kumar

AI Transcript Highlights:

Vijay wants to schedule product demo next Monday. Budget range matches standard enterprise subscription packages.

Stage 03

Smart Automation & WhatsApp Drips

Most leads require multiple touchpoints to convert, but manual follow-ups get missed. Keep leads warm automatically with personalized WhatsApp drip campaigns, multi-channel communication templates, and automated trigger schedules.

  • Synchronized Multi-Channel Flows

    Orchestrate outreach sequences across WhatsApp, SMS, and Email to hit prospects where they are most responsive.

  • Targeted WhatsApp Follow-Up Drips

    Schedule multi-step messaging rules: Day 1 introductory details, Day 3 product brochure, Day 7 call reminders.

  • Dynamic Activity Notifications

    Automatically generate call notifications when a prospect opens an invoice or drops an inbound telephone call.

1
Intro WhatsApp Message

Sent automatically within 2 minutes of capture

2
Follow-up PDF Brochure

Sent automatically after 24 hours

3
Auto Call Alert for Agent

Triggered on Day 3 if no response

Stage 04

Interactive Deal Pipeline Management

Ditch rigid spreadsheets. Visualize your sales pipeline in real-time, prioritize high-value prospects, and let AI score your deals so you can focus on accounts most likely to close.

  • Fluid Drag-and-Drop Deal Board

    Drag deals across custom stages. Track conversion speeds, average deal age, and pipeline values at a glance.

  • AI Deal Success Ratings

    Receive deal health warnings based on response delay times, contact frequencies, and stage durations.

IN PROGRESS (3)
Apex Logistics
₹45,000
Score: 92
Vertex Solutions
₹28,000
Score: 45 (Stale)
DEMO COMPLETED (2)
Garrison Corp
₹75,000
Score: 88
Stage 05

Built-in Billing & Instant Payments

Accelerate your invoice cycles. Create, customize, and share secure payment links directly inside your WhatsApp conversations, with auto-reconciliation of deals upon successful payment.

  • Quick Invoice & Quote Creator

    Create itemized quotes and payment summaries using existing deal details and dispatch them instantly.

  • Direct Payment Gateway Integration

    Send direct links for UPI payments, net banking, debit/credit cards, or EMI options directly inside WhatsApp chat flows.

  • Real-time Payment Reconciliation

    Flowzo listens for payment webhook events and instantly updates your deal records to 'Paid' and moves the card.

Product Subscription₹24,000
Tax (GST 18%)₹4,320
Total Amount Paid₹28,320
Verified via Razorpay Webhook
Stage 06

Live Performance Dashboards & Tracking

Get immediate insights into team productivity. Track outbound talk-time, call counts, deal conversion rates, and field rep visits automatically through dynamic management reports.

  • Interactive Agent Leaderboards

    Monitor outreach volume, response durations, and conversion values across agents dynamically.

  • Call Logging & Metric Audits

    Verify rep performance metrics with connection rates, message count stats, and call recording sessions.

  • Field Visit Tracker & Mobile Sync

    Map agent geolocations, track client visits with check-ins, and log communication logs on the go, even when completely offline.

#1Aman Verma
67 Calls (4.2h)
#2Rohan Mehra
58 Calls (3.6h)
#3Neha Kapoor
52 Calls (3.1h)

Your Copilot for Closing More Deals

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