/ Features
Features That Fuel Productivity
Flowis is packed with tools your team actually wants to use—organized, automated, and built for modern B2B sales.
Every feature in Flowis solves something we struggled with firsthand—from follow-up chaos to reporting that actually means something.
Alex Tran
Founder & CEO
Smarter Pipelines
Sales Automation
Forecasting & Reporting
Insights Dashboard
/ Feature
Smarter Pipelines
Build and manage your sales pipeline with a clean, drag-and-drop interface that reps actually enjoy using. Customize every stage to match your sales cycle.
Drag-and-drop pipeline stages for quick deal updates and easier tracking
Custom stage logic to match your unique sales process
Real-time activity tracking so nothing slips through the cracks
/ Feature
Sales Automation
Save time and reduce manual tasks with automation that handles follow-ups, task creation, and deal progression—so your reps can focus on selling
Trigger-based workflows that automate follow-ups, tasks, and stage changes
Auto-assign leads and deals based on rules, regions, or rep roles
Email sequences and reminders to keep deals moving—without manual input
/ Feature
Forecasting & Reporting
Track performance, coach reps, and forecast with confidence using real-time insights and out-of-the-box dashboards
Real-time revenue forecasts based on pipeline health and deal stages
Custom dashboards and filters for reps, managers, and execs
Stage-by-stage conversion insights to spot bottlenecks and optimize performance
/ Feature
Insights Dashboard
Stay on top of team performance, deal momentum, and pipeline health—all in one clean, real-time dashboard designed for clarity and action.
At-a-glance KPIs like win rate, sales velocity, and rep performance
Drill-down views by team, time period, or deal stage
Customizable widgets to track what matters most to your sales motion
/ metrics
B2B Tools That Deliver Measurable Impact
Flowis helps modern B2B sales teams simplify workflows, boost productivity, and close more deals—without the CRM bloat
Faster sales cycles achieved by over:
42%
Teams using Flowis streamline pipeline workflows and close deals faster with fewer delays.
Lower churn due to pipeline visibility:
31%
With real-time deal tracking and forecasting, sales leaders make better decisions—so fewer deals fall through the cracks.
< 3 weeks
to full team onboarding
47%
less time spent on manual updates
24/7
support and uptime monitoring
99.8% uptime
platform reliability and performance
/ testimonials
B2B Teams Love Using Flowis—And It Shows
“We switched from a bulky legacy CRM to Flowis and immediately saw reps actually using it. It’s intuitive, fast, and has made our pipeline reviews 10x clearer.”
Flowis gave our team the visibility we were missing. Our follow-ups are on point, forecasting is finally accurate, and the UI is just smooth.
What used to take a week of updates and chasing reps now happens in real time. Flowis keeps our sales team focused and our data clean.
