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

Lead Qualification

Qualify leads automatically, then report the ones that pass

Pair conversational qualification with outcome reporting, so only genuinely qualified leads become a strong signal for ad platforms.

Request a readiness review See pricing

The problem

The gap this closes

Reps chase unqualified leads

Time goes to enquiries with no budget, need or timeline.

Delay kills intent

Leads cool off while waiting for a first reply.

Qualification stays private

The answer lives in chat history, not in a reportable field.

Step by step

How it works

1
Engage
Reach the lead instantly on WhatsApp or by call.
2
Ask
Collect need, budget and timeline in conversation.
3
Record
Write the answers back to the CRM record.
4
Report
Send qualified status to ad platforms as an approved outcome.

Capabilities

What you get

Instant first response

Conversation starts within moments of the enquiry.

Structured answers

Responses become fields you can filter and report on.

Human handover

Qualified leads pass to a rep with context.

Connected to CalBot

Works with FlowZo CalBot for WhatsApp.

In practice

A qualification chat

Illustrative conversation.

BotHi! What are you looking for?
LeadA quote for a team of 20 users
BotWhen would you like to start?
LeadThis month
CRMNeed, size and timeline saved. Marked qualified and passed to a rep.

The difference

Chasing everyone versus talking to the qualified

Without RevenueSignal

Reps spend time on low-intent enquiries
First reply waits for working hours
Answers stay in chat history

With RevenueSignal

Reps get leads with need, budget and timeline
Conversation starts instantly
Answers are saved as reportable fields

Getting started

Before we start

The questions that separate good leads

A verified WhatsApp Business number

Handover rules for your reps

Fields to store the answers

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