Flow CRM is a powerful client management system that allows you to create dynamic forms that adapt to user input. Integrated with a customisable CMS, it enables you to manage and automate client interactions effortlessly.
From simple to complex forms, Flow CRM can be tailored to meet any business need. Whether you’re looking to streamline your client onboarding process or automate data collection, Flow CRM has you covered.
Welcome to Flow CRM. Let's jump right in and see what we can build together.
The Dashboard gives you a live overview of your organization's activity across forms, contacts, and tasks. This article explains what each section shows and how to read it.
Contact Management is where you create, organise, and maintain all of your client records in Flow CRM. This section covers how to add new contacts, update their information, assign types and statuses, etc.
Formflows are a powerful tool in the Flow CRM toolbox.
Forms are the main driving force for the power of the application. Forms connect a Formflow to a contact and track that contact's progress from invitation through completion.
Tasks help you track and manage work across your organization. This section covers how to create tasks, view and update them, link them to workflows, log notes, and manage their status.
Workflows help you organise and track a related series of tasks toward a specific goal. This section covers how to view, create, edit, and delete workflows, and how to manage the tasks inside them.
The Admin Dashboard gives you control over your organization profile, plan, usage, and the data categories used across your CRM, tasks, and workflows. Some settings require a Pro subscription to create or customize.
Feature Requests let you suggest improvements, new features, and ideas for Flow CRM. Pro subscribers can submit requests and vote on submissions from the community to help the team prioritize its roadmap.