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.

FlowZo RevenueSignal

CRM Enrichment

Complete lead records so signals match and scores improve

Missing phone formats, emails and source data weaken matching. Enrichment fills the gaps with permitted data.

Request a readiness review See pricing

The problem

The gap this closes

Incomplete records

Missing or malformed fields lower match rates.

Lost source data

Click IDs and campaign parameters are not stored with the lead.

Duplicates

The same person appears many times with split history.

Step by step

How it works

1
Audit
Check which fields are missing or unreliable.
2
Normalise
Standardise phone numbers, names and emails.
3
Enrich
Add permitted data and source parameters.
4
Merge
Link duplicate records into one history.

Capabilities

What you get

Better match quality

Cleaner data improves conversion matching.

Source capture

Campaign and click data stored with each lead.

Duplicate handling

One person, one record.

Permission-aware

Only data you are allowed to use is applied.

In practice

Before and after

Illustrative record. Only permitted data is applied.

Before

Namerahul s

Phone98765 43210

Source(blank)

History3 duplicate records

→

After

NameRahul S.

Phone+91 98765 43210

SourceMeta · Spring offer

HistoryOne merged record

The difference

Messy records versus match-ready records

Without RevenueSignal

Malformed phone numbers fail to match
Campaign data is lost at capture
Duplicates split one customer's history

With RevenueSignal

Numbers and emails are standardised
Source parameters are stored on the lead
One person, one record

Getting started

Before we start

An export or access to your lead records

Fields you want standardised

Rules for merging duplicates

Which data you are permitted to add

Common questions

We don't fight your stack

We already have a CRM. Do we need to replace it?

No. RevenueSignal sits around your CRM. Your CRM already holds the downstream outcomes that matter; we analyse and activate the approved ones so ad platforms can learn from them.

We already send leads to Meta through the Conversions API.

That is a good start. The Conversions API is the delivery route; the open question is what you send through it. A lead event alone tells the platform very little about which leads turn into revenue.

Do you send all our CRM data to Meta or Google?

No. Only approved, eligible outcomes and permitted customer-match data are mapped, according to the configuration we agree with you.

Can you guarantee lower cost per lead or higher ROAS?

No responsible platform can. Results depend on your data, volumes and campaigns, so we set a baseline first and measure against it.

Can we start with one project?

Yes, where your data and account structure allow it. A focused pilot is often the best way to see real proof before expanding.

Give your ads a better signal to learn from

Start with a Readiness Review. We look at your data journey and tell you what is worth sending back.

Request a readiness review