For Small Business
Manage clients and projects without the complexity
A simple, powerful CRM for small business owners. Track every client, quote, and project without needing a full-time ops person.
5 min
to get your first pipeline running
How teams use DealFlow
Client tracking
See every client, their status, deal value, and last contact — in one clean view.
Quote management
Track where each quote is in your approval process and follow up automatically.
Task reminders
Never miss a follow-up. Set tasks on deals and get reminded before they slip.
Team collaboration
Share deals, contacts, and emails with your small team — no inbox chaos.
Simple reporting
Know your total pipeline value, win rate, and upcoming closes at a glance.
Email snippets
Save your best client communication templates and reuse them in seconds.
Everything included
Easy setup — under 5 minutes
Unlimited contacts
Email tracking
Shared team inbox
Email snippets & templates
Task & follow-up reminders
Simple pipeline dashboard
CSV import from any tool
Mobile-friendly design
Free plan available
"I replaced three apps with DealFlow. My whole client pipeline is now in one place and I don't miss a thing."
Emma Williams
Owner, Emma's Cleaning Co.