CRM and sales opportunities
Manage customer relationships in one place. Gain full control over the sales process — from first contact to the final contract, without chaos in spreadsheets and scattered tools.
The whole sales process — from lead to closed contract
Four pillars that organize sales: pipeline, client database, documents and analytics in one system.
Lead capture and sales pipeline management
Never lose a potential customer. Capture leads from forms, emails and sales calls. You always know what's in progress, what's waiting, and what needs attention.
Client and contact data management
The entire relationship history in one place — contacts, agreements and activities. The team works from a shared, up-to-date client database instead of scattered spreadsheets.
Creating quotes, orders and related documents
Prepare quotes and orders directly in the CRM. Link them to specific clients, opportunities and projects. All documents are in one place — current and organized.
Sales performance reporting and metrics analysis
Check how many opportunities are closing, what the sales value is, and where deals are being lost. Track trends and results on charts, dashboards and in numbers — continuously.
Measurable sales efficiency
More won opportunities
A clear pipeline, priorities and reminders help close more deals.
Shorter sales cycle
All information and documents at hand — nothing blocks decisions.
More predictable results
Statuses, stages and sales data let you forecast more accurately.
Better team collaboration
Working in one shared system eliminates duplicates and ambiguity.
Full customer context
Contact history, documents and activities gathered in one place.
From acquisition to settlement
Four steps in which a client moves from first contact to a fully billed project.
Client acquisition
Enter the contact, agreements and terms, and assign an account owner.
Contract and action plan
Create the project, scope, schedule and tasks — based on agreements with the client.
Delivery
The team completes tasks, documents progress and reports time worked.
Billing and reporting
Track reports on time, costs and results on an ongoing basis.
Flowgres adapts to you
You don't need to change your sales process — Flowgres adapts to your unique needs.
Custom fields
For clients, contacts and quotes — measure exactly what you need in your process.
Dedicated views
Create separate dashboards for sales reps, managers and leadership — everyone sees what matters to them.
Automate your company's processes with Flowgres
Pick a convenient meeting time and see live how Flowgres organizes your sales and customer relationships.
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