Customer & Sales Pipeline Management

    CRMFlo

    From Lead to Lifetime Customer

    Track your entire sales journey. Create quotes, manage pipelines, and generate reports tied directly to production and invoicing data for total visibility.

    Complete Sales Management

    Everything you need to manage leads, close deals, and grow customer relationships.

    Lead & Contact Management

    Capture, organize, and nurture leads through your entire sales funnel with intelligent tracking.

    • Unlimited contacts
    • Lead scoring
    • Contact enrichment
    • Custom fields

    Sales Pipeline

    Visual pipeline management to track deals from first contact to close with drag-and-drop simplicity.

    • Custom pipeline stages
    • Deal tracking
    • Win/loss analysis
    • Revenue forecasting

    Quote Management

    Create professional quotes instantly with pricing, products, and terms synced to your inventory.

    • Quote templates
    • Product catalog sync
    • E-signature ready
    • Version tracking

    Sales Analytics

    Comprehensive reporting tied directly to production and invoicing data for complete visibility.

    • Real-time dashboards
    • Custom reports
    • Pipeline analytics
    • Team performance

    Production Integration

    Seamlessly connect sales to production with automatic data sync and workflow triggers.

    • Order automation
    • Status tracking
    • Invoice sync
    • Fulfillment updates

    Lifetime Customer Value

    Track customer journey from lead to lifetime value with complete purchase and interaction history.

    • Purchase history
    • Interaction timeline
    • Customer segments
    • Retention insights

    Choose Your Plan

    Unlock CRMFlo Plans

    Access CRMFlo and all SwagOps Suite products by becoming a SwagOps member.

    Starter

    For small teams

    $99/month
    • 500 contacts
    Most Popular

    Professional

    For growing teams

    $299/month
    • 5,000 contacts

    Business

    For larger teams

    $599/month
    • 25,000 contacts

    Enterprise

    Custom solutions

    Custom
    • Unlimited contacts

    Ready to Accelerate Your Sales?

    Join sales teams using CRMFlo to close more deals and build lasting customer relationships.

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