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DealFlow CRM
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Everything you need to close more deals

Pipelines, AI, email tools, contacts, automation, and reporting — all in one platform built for high-performing teams.

Core CRM

Pipelines

Track deals through every stage with drag-and-drop Kanban boards.

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AI

Auto-fill data, summarize deals, and query your pipeline in plain English.

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Contacts

Build a shared contact database with full interaction timelines.

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Task Management

Create tasks on deals, assign to teammates, and get reminders.

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Automation

Trigger tasks, Slack alerts, and deal assignments automatically.

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Email Tools

Email Tracking

Get notified the moment your email is opened or a link is clicked.

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Thread Splitter

Split forking email threads into separate deal records automatically.

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Mail Merge

Send personalised bulk emails with automatic follow-up sequences.

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Snippets

Save your best replies as reusable templates and share them with your team.

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Email Sharing

Share a secure link to any email thread so teammates have full context.

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Product

  • Pipelines
  • AI Features
  • Contacts
  • Task Management
  • Automation
  • Email Tracking
  • Mail Merge
  • Snippets

Solutions

  • Sales Teams
  • Small Business
  • Real Estate
  • Startups
  • Venture Capital
  • Hiring
  • Support Teams
  • Fundraising

Integrations

  • All Integrations
  • ChatGPT
  • Claude AI
  • LinkedIn
  • Zapier
  • Slack
  • Google Sheets
  • API & Webhooks

Learn

  • DealFlow University
  • Knowledge Base
  • Live Classes
  • Blog
  • API Docs
  • Custom CRM Setup

Company

  • About
  • Pricing
  • Careers
  • Press
  • Status
  • Privacy
  • Terms
  • Security
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