The CRM that works while you do
Flow captures leads automatically, tracks jobs through a simple pipeline, and drafts follow-ups with AI — so you never lose another customer to disorganization.
No credit card required
Built for tradespeople, not executives
Zero Data Entry
Leads flow in automatically from your website chatbot, missed calls, and emails. AI organizes everything — you just approve.
Smart Inbox
New opportunities sorted by AI urgency: hot leads that need a response in 1 hour, warm leads for today, cool leads for this week.
Simple Pipeline
Four stages: New Lead → Quote Sent → Scheduled → Completed. No complex setup. Drag, drop, or tap to move jobs forward.
AI Follow-Ups
Flow drafts personalized follow-up messages for every stalled quote. Review, edit, and send in one tap.
Revenue Insights
See your total pipeline value, hot lead count, and conversion rate at a glance. Know exactly where money is sitting.
Daily Digest
Get a morning summary of new leads, pending follow-ups, and stale quotes — so you never start the day blind.
Works with the tools you already use
Envoy
Chatbot leads become contacts instantly
CallSnap
Missed calls and SMS conversations captured
Email Manager
Inbound inquiries flagged as leads
Simple, honest pricing
No hidden fees. No seat-based pricing. One flat rate per plan.
Free
For solo operators trying Flow
- Up to 25 contacts
- Basic pipeline
- Manual follow-ups
- Email support
Starter
For busy tradespeople who need AI help
- Up to 200 contacts
- Unlimited quotes & appointments
- Auto-reply (SMS + Email)
- 10 AI follow-up drafts/mo
- Envoy / CallSnap / Email integration
Growth
For teams ready to scale
- Unlimited contacts
- Unlimited AI follow-up drafts
- Stale-lead AI revival
- Review request automation
- Daily digest email
- 3 team members
Frequently asked questions
What is Flow?
Flow is an AI-first CRM built for small businesses and tradespeople. It captures leads automatically from your website chatbot, missed calls, and emails — then tracks jobs through a simple pipeline and drafts follow-ups with AI so you never lose another customer to disorganization.
Do I need to enter data manually?
No. Flow is built on zero data entry. Leads flow in automatically from Envoy (chatbot), CallSnap (missed calls), and Email Manager (inbound inquiries). AI organizes everything — you just approve and move jobs through the pipeline.
How does the pipeline work?
Flow uses four simple stages: New Lead → Quote Sent → Scheduled → Completed. No complex setup. Drag, drop, or tap to move jobs forward. You see your total pipeline value, hot lead count, and conversion rate at a glance.
How much does Flow cost?
Flow is free for up to 25 contacts. Paid plans start at $19/month for Starter (up to 200 contacts, auto-reply, and AI follow-up drafts) and $39/month for Growth (unlimited contacts, unlimited AI drafts, stale-lead revival, and team support).
Can I try Flow without a credit card?
Yes. The free plan supports up to 25 contacts with basic pipeline and manual follow-ups — no credit card required. You can upgrade anytime when you need more contacts or AI features.
Stop losing jobs to disorganization
Flow is free for up to 25 contacts. Set up in 30 seconds. No credit card required.