/ Features
Features That Fuel Productivity
Flowis is packed with tools your team actually wants to use—organized, automated, and built for modern B2B sales.
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From messy pipelines to streamlined revenue engines—Flowis empowers B2B sales teams with clarity, speed, and full visibility
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
+35%
Lift in rep productivity
from automation and faster pipeline navigation
-27%
Reduction in follow-up delays
by eliminating manual task tracking
+2.1x
Faster onboarding time
compared to legacy CRMs like Logoipsum
/ testimonials
B2B Teams Love Using Flowis—And It Shows
/ 01
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.
Maya Chen
VP of Sales, RevPilot
/ 02
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
Julian Cross
Head of RevOps, AxisLoop
/ 03
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
Aisha Karim
Sales Enablement Lead, ClarityOps
/ 04
Flowis helped us go from scattered spreadsheets to a clean, centralized sales process. Our reps adopted it in days—no training, no pushback.
Leah Torres
Sales Director, BrightLedger
/ 05
With Flowis, we finally have a CRM that supports how we sell—not the other way around. Forecasting and reporting are now instant and accurate.
Greg Sumner
CRO, NovaStack
