Every lead, deal and renewal handled on time
Flow routes leads in minutes, keeps the CRM clean and prepares every renewal months ahead, so your reps spend their day selling.
Lead assigned to Ana Ruiz
Call booked for Thu 10:30
3 min
median time from form fill to assigned rep
92%
of CRM records complete, up from 61%
90 days
of notice before every renewal
Workflows revenue teams run on Flow
Start from a template or describe your own. Each one is a few minutes to set up and runs from then on.
Lead routing
Enrich new leads, check fit and assign them by territory and workload.
Meeting booking
Offer qualified prospects three times from their rep’s calendar, straight away.
Deal desk approvals
Send discounts above your limit to the right approver with the deal context attached.
Closed-won handoff
Create the customer in billing, open onboarding and introduce the CSM.
CRM hygiene
Find duplicates, fill missing fields and flag deals with no activity in 14 days.
Renewal prep
Build an account brief 90 days out, with usage trends and open tickets.
Lead routing that finishes the job
Most routing stops at assigning an owner. Flow books the meeting and briefs the rep too.
1
Enrich
Company size, industry and region are added the moment a lead arrives.
2
Qualify
An agent checks fit against your ideal customer profile and explains its call.
3
Route and book
The lead goes to the right rep, and the prospect gets three times to choose from.
Trigger
Demo form submitted
Website · /demo
Agent
Check fit against ICP
Fit: 240 employees, fintech
Action
Route by territory
EMEA · Ana Ruiz
Action
Offer three meeting times
Booked Thu 10:30
Notify
Brief the rep
Posted to @ana.ruiz
“Every inbound lead used to wait for someone to notice it. Now Flow enriches it, picks the right rep and books the call while the prospect is still on our site.”
Sofia Ortega
VP Revenue Operations, Fernway
3 min
median lead response, down from 4 hours
Connects to the tools you use
All integrations
HubSpot
Salesforce
Slack
Google Calendar
Stripe
Snowflake
Notion
Docusign
Revenue operations questions
Does Flow replace our CRM’s built-in automation?
Can routing respect our existing territory rules?
How does Flow handle duplicate leads?
