Learn DealFlow in minutes

Learn how information is organized and discover key features for managing your workflow.

See how DealFlow works across your pipeline — deals, contacts, email, and more.

Create stages, add your first deals, and invite your team to collaborate.

Bring in contacts and deals from CSV, Google Sheets, or your old CRM.

Drag deals between stages, filter by owner, and use keyboard shortcuts.

Activities, tasks, notes, AI summary, and the full contact timeline.

Real-time data columns, custom views, and saved pipeline filters.

Enforce required fields so your pipeline data stays clean and complete.

See open and click notifications and time your follow-ups perfectly.

Create personalized bulk emails with variables and schedule follow-ups.

Build a library of your best templates and share them with your team.

Split a forking email thread into separate deals automatically.

Get instant summaries of any deal's full history with one click.

Let AI scan your emails and fill in deal fields automatically.

Trigger tasks, Slack messages, and deal moves with no-code automation.

Use plain English to query your pipeline — "Which deals close this month?"