Powerful Features for Sales Success

Everything you need to manage leads, track performance, and close more deals. Built specifically for online coaches, closers, and remote sales teams.

Start Free Trial

CRM & Pipeline Management

Manage your entire sales process from lead to close

Visual Pipeline
Drag-and-drop pipeline management with customizable stages. Track deals from initial contact to closed won.
  • Customizable pipeline stages
  • Drag-and-drop deal management
  • Deal value tracking
Lead Management
Comprehensive lead database with advanced filtering, tagging, and bulk actions for efficient management.
  • Advanced search and filtering
  • Custom tags and categories
  • Bulk actions and updates
Activity Timeline
Complete activity history for every lead including calls, emails, meetings, and status changes.
  • Complete interaction history
  • Automated activity logging
  • Team collaboration notes

Analytics & Performance

Data-driven insights to optimize your sales process

Revenue Analytics
Real-time revenue tracking with forecasting, MRR/ARR calculations, and trend analysis.
  • Real-time revenue tracking
  • MRR/ARR calculations
  • Revenue forecasting
Lead Source Attribution
Track which marketing channels drive the highest quality leads and revenue with detailed attribution.
  • Multi-touch attribution
  • Channel performance analysis
  • ROI by source
Team Performance
Individual and team performance metrics including conversion rates, activity levels, and goal tracking.
  • Individual performance metrics
  • Team leaderboards
  • Goal tracking and alerts

Powerful Integrations

Connect with your favorite tools and platforms

ClickFunnels
Automatically sync leads from your ClickFunnels pages directly into your CRM pipeline.
Popular
Stripe
Real-time payment tracking with failed payment alerts and revenue synchronization.
Essential
Calendly
Sync calendar bookings and automatically create leads from scheduled appointments.
Popular
Instagram
Track Instagram traffic and conversions with UTM parameter generation and analytics.
Meta Ads
Monitor ad performance and sync lead form submissions directly from Facebook and Instagram ads.
ActiveCampaign
Sync email campaigns and track engagement metrics to optimize your marketing efforts.

Security & Team Collaboration

Enterprise-grade security with seamless team collaboration

Role-based Access
Secure team collaboration with customizable permissions and access controls for different user roles.
Team Management
Manage team members, assign leads, track individual performance, and collaborate effectively.
Data Security
Enterprise-grade security with encryption, secure API access, and compliance with data protection regulations.

Automation & Smart Alerts

Never miss an opportunity with intelligent automation

Failed Payment Alerts
Instant notifications for failed payments with automated recovery workflows and retry logic.
Smart Notifications
Intelligent alerts for hot leads, follow-up reminders, and important pipeline changes.
Workflow Automation
Automate repetitive tasks like lead assignment, follow-up scheduling, and status updates.

Ready to Transform Your Sales Process?

Join thousands of sales professionals who trust SalesFlow to close more deals.

Start Free TrialView Pricing

14-day free trial • No credit card required • Cancel anytime