Features
Everything your sales team needs. Nothing it doesn't.
Capture every lead, give it to the right person, follow up on time and see what actually converts. Your team learns it in minutes.
01 · Capture
All your leads in one place.
Stop copying leads from five different places. They land in SalesFlow on their own.
- Meta Instant Form leads sync automatically
- Website and landing page forms connect directly
- WhatsApp leads through UpGrow Connect or any other WhatsApp API
- Google Sheets, bulk import and manual entry
02 · Assign
The right lead to the right person.
Decide who handles what. Move leads when someone is busy or on leave.
- Assign leads to any salesperson
- Transfer open leads in one step
- Set how Meta leads are assigned to your team
03 · Pipeline
See every lead's stage at a glance.
Your stages, your fields, your products. SalesFlow fits how you already sell.
- Pipeline view of every lead
- Your own lead statuses and custom lead fields
- Track interest by product or service
04 · Follow-ups
Never miss a follow-up again.
Most sales are lost in the follow-up, not the first call. SalesFlow reminds your team on time.
- Schedule a follow-up date and time on any lead
- A clear list of what's due today
- Notes and history saved on every lead
05 · Team
Know what your team is really doing.
See who is calling, who is converting and who needs help, without asking.
- Salesperson performance and response time
- Telecaller permissions so each person sees only what they need
- Admin control over every lead
06 · Reports
Decide with real numbers.
Know which source, campaign and salesperson actually bring sales, not just leads.
- Conversion and lead source reports
- Response time, follow-up and lost lead reports
- Meta Ads performance next to real sales
07 · Mobile app
Your CRM in every pocket.
Your sales team lives on the phone. So does SalesFlow.
- Call or WhatsApp a lead in one tap
- Update status and add notes on the go
- See today's follow-ups anywhere
08 · Meta Conversions API
Tell Meta which leads became sales.
When your team updates a lead status, SalesFlow sends the result back to Meta. Your ads learn to find buyers, not just form fillers.
Questions?
Yes. There is one plan per user and it includes every feature on this page.