CRM

Use the simple drag-and-drop interface to move opportunities across deal stages. Get an instant overview of each prospect’s progress through the sales cycle. Manage your sales funnel and make decisions with all the relevant information easily in view.

Social notes make collaboration simple. Speed up internal communication with avatars, “Mark as Read” tags, and a clear conversation timeline. Make it easier to share tips and track customer interactions than with other customer relationship management systems.

The best CRM platform doesn’t just record information – it helps you plan your sales strategy. Quickly create a Reminder from any page in the CRM platform and never miss a beat. 

Attach Reminders to opportunities and contacts so that you never forget to follow up on a promising lead. Combine Reminders with Social Notes to assign tasks effectively across your sales and marketing teams.

People are more than a name and an email address. Now you can create comprehensive profiles for leads and customers when you add social links to your customer relationship management system. Discover what resonates with your leads and enjoy conversations on multiple platforms with social links on contact pages. Use third-party integrations to connect with your usual social media scheduling and analytics tools.

The Lead Scoring tool automatically identifies hot prospects in the CRM platform. Score leads based on engagement, page tracking, fit and completeness of information, then, target your messaging to match. Unlike other CRM marketing platforms, Flow200 can detect how leads naturally change over time. Set the Decay tool to decrease lead scores when prospects are inactive for long periods.

Life of the Lead combines tracking, automation, and email to display a timeline of significant events for each contact. View individual buyer’s journeys, and find unique pain points and opportunities for each lead. Use the CRM platform to understand exactly where leads come from and where they want to go.

CRM Reports provide all the information you need to measure your current sales success. View your progress and accurately forecast future performance in the CRM platform. Customize reports or focus on specific areas for improvement with interactive reports for Pipeline, Conversion, Activity, Projection and more.

What is a CRM platform? Whatever you need it to be! Customize fields, deal stages, reports, filters and more to tailor Flow200 to your business and achieve your goals.

Quickly review all the ways you’re in contact with an individual lead. Use the Memberships tab to scan all of the campaigns, lists, opportunities, workflows, and emails with which a contact is associated.