CRM
Keep the next conversation in front of the people who sell. Leads, follow-up, and the sales picture sit next to the customer record.
- Leads and sales dashboard
- Customer history in one file
- Proposals and follow-up
FlowZio is for companies that sell work. A lead becomes a proposal, the proposal becomes a project, and the project becomes an invoice in the accounts.
No credit card required. Full access for 14 days. Your data stays after the trial.
FlowZio is for companies that sell work, not just products. A lead becomes a proposal, a proposal becomes a project, and the project becomes an invoice that lands in the accounts. Nobody retypes the same customer twice.
Keep the next conversation in front of the people who sell. Leads, follow-up, and the sales picture sit next to the customer record.
See what is being installed, who is on it, and what it should earn. The schedule, the tasks, and the price live with the job.
Invoice from the job, then keep the books current. Payments, accounts, and the bank stay tied to the same company.
A lead in the CRM is the start. The sales board shows what still needs a call.
Price the work once. When the customer says yes, the proposal becomes the project.
Dates, tasks, stock, and vendors stay on the project, so the office and the field see the same plan.
Turn the project into an invoice. The amount posts to the accounts without a second system.
Transparent monthly pricing in PHP. Annual billing option: pay 10 months, get 12.
We can tailor pricing by users, companies, support SLA, and onboarding scope.