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CALLSYNC WHATSAPP CRM REACH FIELD SALES

Everything Your
Sales Team Needs
One Intelligent
Platform

Capture every lead, track every business call, manage WhatsApp conversations, automate follow-ups, monitor field sales, and close more deals โ€” all from Flowzo.

Trusted by growing businesses across India.
Hero Dashboard

Instantly contact & follow up with
every new lead

Automatically receive or assign leads on your phone, then engage them with automated sequences across WhatsApp, calls, SMS, and more โ€” powered by Reach.

โ€นOptions
KR
๐Ÿ‘ค Assigned to you

Karthik Rao

OverviewInfoTimeline
๐Ÿ“…
FOLLOW UP IN 3 DAYS20 Jun 2025 โ€ข 11:00 AM
๐Ÿ“„
LAST ACTIVITY 2H AGOShared Flowzo Plans Brochure
๐Ÿท๏ธ
GROUPS
VIP ClientBuyerHot Lead
๐Ÿ“Š
LEAD STAGEDemo Booked
๐Ÿ’ฐ
OPPORTUNITY SIZEโ‚น2,50,000
f
๐Ÿ“ท
Ads
๐Ÿ’ฌ
in
โ‡„

Lead Assignment

via Round Robin Distribution

๐Ÿ’ฌ
NOW

New Lead โ€” Karthik Rao ๐Ÿ””

You have a new lead from Facebook. Tap to follow up with Karthik Rao.

๐Ÿ“ž

CallSync

Auto-log the first business call & link it to the lead

โœ“

WhatsApp Auto-Responder

Send intro message

๐Ÿ“„

After 1 day

Send Flowzo plans brochure (PDF)

๐Ÿ””

After 3 days

Remind team to book the product demo

Your Sales Team Doesnโ€™t Need Another CRM
They Need a Smarter Way to Sell

Traditional CRMs store customer data. Flowzo helps sales teams take action, follow up faster, track every activity, and improve revenue performance.

Capture Every Lead

Bring enquiries, calls, WhatsApp conversations, and follow-ups into one connected sales system.

Track Every Business Call

Use CallSync to automatically track SIM-based business calls and customer call history.

Automate Every Follow-up

Use Reach to automate email, WhatsApp, task reminders, and follow-up sequences.

Close More Deals

Give your team complete visibility into leads, pipeline, activities, and sales performance.

Built for Modern Sales Teams

CALLSYNC

CallSync

Track Every SIM-Based Business Call Automatically

Automatically capture business call activity, maintain customer call history, view missed calls, and keep every conversation connected to the right lead.

WHATSAPP CRM

WhatsApp CRM

Turn WhatsApp Conversations into Customers

Manage customer chats, assign conversations, use templates, and keep your sales team aligned from one shared workspace.

REACH

Reach

Never Forget a Follow-up

Automate email sequences, WhatsApp follow-ups, reminders, tasks, and sales activities so no lead is missed.

FIELD SALES

Field Sales Tracking

Know Every Visit. Improve Every Outcome.

Track field executives, customer visits, attendance, check-ins, route history, and performance from anywhere.

META CAPI

Track every rupee of ad spend

Flowzo sends verified conversions to Meta server-side, so your ad reporting reflects real leads and real sales โ€” not just clicks.

Accurate signals

Bypasses ad blockers and iOS tracking limits

Offline conversions

Calls, chats, and deals won count as conversions

Full-funnel view

See which campaign actually drove revenue

Event match qualityHigher

Server-side events improve how Meta matches and optimizes your ads

Your Entire Sales Process Connected

Everything your sales team does is captured, tracked, and connected inside Flowzo.

๐Ÿ“ฅ

Lead

โ†’
๐Ÿ“ž

Call

โ†’
๐Ÿ’ฌ

WhatsApp

โ†’
โšก

Follow-up

โ†’
๐Ÿค

Meeting

โ†’
๐Ÿ“„

Quote

โ†’
๐Ÿ“

Field Visit

โ†’
๐Ÿ†

Deal Won

โœฆ WHY TEAMS CHOOSE FLOWZO

Sales Teams Love Flowzo

Every activity your team does โ€” automatically captured, organized, and visible in one place.

Flowzo ยท CRM DashboardLive
๐Ÿ“ฅ1,284Leads
๐Ÿ“ž312Calls Today
๐Ÿ†48Deals Won
New
Rahul S.
Priya M.
Demo
Arjun K.
Won
Meena R.
RRajesh Kumar4m 32sAnswered
SSneha Iyerโ€”Missed
AAnand Nair2m 10sAnswered
Field visit logged โ€” Meena R. โœ…1m
Follow-up sent via WhatsApp5m
Deal closed โ€” โ‚น2,50,000 ๐Ÿ†12m
๐Ÿ“
Field Visit VerifiedChennai ยท 2 min ago
๐Ÿ“ž

Every Business Call

100% Tracked

Automatically tracked and linked to customers.

๐Ÿ’ฌ

Every WhatsApp Conversation

Synced Live

Synced and organized inside CRM.

โšก

Every Follow-Up

0 Missed

Automatically reminded and never missed.

๐Ÿ“

Every Field Visit

GPS Verified

GPS verified with real-time updates.

๐Ÿ‘๏ธ

Every Sales Activity

Real-Time

Visible to managers instantly.

๐Ÿ“ž
Business Call
โ†’
๐Ÿ’ฌ
WhatsApp
โ†’
โšก
Follow Up
โ†’
๐Ÿ“
Field Visit
โ†’
๐Ÿ†
Deal Won
โ†’
๐Ÿ“Š
Dashboard Updated

Everything your sales team does
Automatically captured
Perfectly organized

โ–ถ Watch Demo

Built For Every Growing Business

Flowzo is designed for companies where sales happen through calls, WhatsApp, meetings, field visits, and follow-ups.

ITManufacturingHealthcareEducationReal EstatePharmaFinancial ServicesRetailAutomobileDistributionB2B ServicesProfessional Services
โœฆ ENTERPRISE ECOSYSTEM

Connect Flowzo with the
Tools You Already Use

Flowzo connects every business tool into one intelligent CRM. Synced in real-time, zero maintenance required.

Flowzo logo
Flowzo CRM
Connected
WhatsApp
IM
Connected
IndiaMart
E
Connected
Exotel
Connected
Facebook
Connected
Calendly
Connected
Gmail
Connected
LinkedIn
Connected
CallYzer
Connected
Workspace
Connected
99acres
31
Connected
GCal
Connected
ElevenLabs
Connected
SMTP
TI
Connected
TradeIndia
Connected
TeleCMI
๐Ÿ”Œ100+ Integrations
๐Ÿ› ๏ธNo Code Setup
๐Ÿ”„Two Way Sync
๐Ÿ›ก๏ธEnterprise Ready

Why Traditional CRM Falls Short

Core Function
Traditional CRM
Flowzo
Core Approach
Stores customer data
Captures leads
Activity Logging
Manual updates
Tracks calls automatically
Tool Integration
Multiple tools
WhatsApp CRM
Design Orientation
Office-first
Reach automation
Follow-ups
Manual follow-ups
Field Sales Tracking
Field Visibility
Limited visibility
Real-time visibility

See Flowzo In Action

Flowzo Dashboard Screenshot

Intelligent CRM Dashboard

  • 360-degree overview of sales performance, team productivity, and revenue.
  • Real-time pipeline analytics to spot bottlenecks instantly.
  • No manual logging required; dashboard metrics update dynamically.

Designed To Improve Sales Execution

92%

Reduced Follow-up Delays

Help your team respond faster and stay consistent.

100%

Complete Call Visibility

Know which calls happened, which were missed, and what needs action.

3.5x

Higher Sales Productivity

Spend less time updating systems and more time selling.

SCHEDULE A DEMO

Book a Demo

Experience Flowzo CRM in action. Fill out the form to schedule a live, personalized walkthrough tailored to your sales process.

  • 30-minute live walkthrough with a CRM expert
  • Tailored to your team size & industry
  • No credit card or commitment required
  • Get answers to all your questions live
A
K
P
R
Trusted by 500+ Indian sales teams

Frequently Asked Questions

No. Flowzo is a smart sales platform that combines CRM, CallSync, WhatsApp CRM, Reach, and Field Sales Tracking.

CallSync helps track SIM-based business call activity and connects call history with customer records.

Yes. Flowzo helps manage WhatsApp conversations, templates, assignments, and customer communication history.

Yes. Flowzo supports field tracking, attendance, visit verification, route history, and activity reporting.

Flowzo is ideal for sales-driven businesses such as IT services, manufacturing, real estate, healthcare, education, pharma, financial services, automobile dealers, and distribution companies.

Yes. Click Book Free Demo and our team will show how Flowzo can fit your sales process.

Ready To Grow Faster?

Book a personalized demo and discover how Flowzo helps businesses capture leads, track business calls, automate follow-ups, manage WhatsApp conversations, and close more deals.

Watch Overview