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.

Retail & D2C

Every enquiry converted Every customer back

Run WhatsApp catalogues, store enquiries and repeat purchases from one CRM. FlowZo helps retail and D2C teams turn browsers into buyers and buyers into regulars.

2×Repeat Purchase Nudges

1 inboxStore, Web & WhatsApp

InstantCatalogue Replies

*Performance metrics represent estimated target outcomes and workflow benchmarks based on automated SLA routing.

Enquiries · TodayLive

Core Features

CRM that keeps the till ringing

Built for stores and direct-to-consumer brands that sell over chat as much as over the counter.

01 / WHATSAPP

WhatsApp Catalogue Selling

Share catalogues and product links on WhatsApp, reply to questions instantly and keep the full chat history on the customer record.

02 / ENQUIRIES

Store & Online Enquiries

Bring walk-in, website and social media enquiries into one place, with an owner and a next step on each.

03 / RETENTION

Repeat Purchase Campaigns

Segment customers by what they bought and when, then trigger offers, reorder reminders and festival campaigns automatically.

The Problem

Most retailers spend on getting customers through the door once.

We help you bring them back.

Enquiries lost in chats

Product questions arrive on WhatsApp and Instagram and get buried before anyone replies.

No customer history

Staff cannot see what a customer bought before, so every conversation starts from zero.

One-time buyers

Without reminders and offers, first-time buyers rarely return for a second purchase.

How It Works

Three steps to more repeat sales

Go live in a day with your existing WhatsApp number and catalogue.

1STEP 01

Collect Every Enquiry

Connect WhatsApp, your website, social media and store enquiries so each one lands in FlowZo CRM automatically.

2STEP 02

Reply & Convert

Send catalogues, answer questions fast and follow up on abandoned conversations until the order is placed.

3STEP 03

Retain & Re-engage

Use purchase history to send reorder reminders, birthday offers and campaigns that bring customers back.

Everything behind Retail workflows

Each workflow above runs on the same core CRM features you can use for any team.

Ready to grow repeat sales?

Join retail and D2C teams using FlowZo CRM to sell more over WhatsApp and in store.