What features does ProFlow360 CRM include?

ProFlow360 includes sales pipeline management, lead tracking, quotes and invoices, job and work order tracking, workflow automation, customer portal, online payments, advanced reporting, and team scheduling. All plans include calendar management and email notifications, with higher tiers adding dispatch, Stripe payments, and white-label options.

Does ProFlow360 have workflow automation?

Yes. Workflow automation is available on Professional and Enterprise plans. You can build automated sequences using a visual drag-and-drop builder — no coding required. Automations can trigger task assignments, follow-up reminders, status updates, and notifications based on job progress or customer actions.

Can ProFlow360 integrate with QuickBooks?

ProFlow360 includes invoice and payment management natively, and API access on Professional and Enterprise plans enables integration with accounting tools including QuickBooks. Custom integrations are available on the Enterprise plan with support from the ProFlow360 success team.

Is there a mobile app for field teams?

ProFlow360 is fully responsive and optimized for mobile browsers, giving field technicians real-time access to job details, customer history, and work order updates from any device. A dedicated mobile app with offline-first architecture is on the public roadmap.

Everything your team needs, built into one CRM

Pipeline automation, service delivery, and operations intelligence for contractors and service businesses.

Revenue engine

Guide prospects from first touch to closed-won with collaborative pipelines, scheduling, and real-time forecasting.

Smart inbox

AI prioritises conversations and suggests next steps so your team never misses a touchpoint.

Pipeline analytics

Forecast revenue with live funnel views and probability modelling you can trust.

Automation engine

Automate follow-ups, task assignments, and approvals with visual workflow builder.

Customer experience

Deliver delight after the sale with a unified inbox, service automations, and proactive success insights.

360° customer profiles

Unify notes, files, and communication history in one place for every relationship.

Team collaboration

Share handoffs, @mention teammates, and monitor service levels from a central hub.

Interactive dashboards

Build real-time dashboards with drag-and-drop cards tailored to each role.

What's inside

Powerful features, no complexity

Automate the busywork, surface the right insights, and keep every customer conversation in one place.

Smart inbox

AI prioritises conversations and suggests next steps so your team never misses a touchpoint.

Pipeline analytics

Forecast revenue with live funnel views and probability modelling you can trust.

Automation engine

Automate follow-ups, task assignments, and approvals with visual workflow builder.

360° customer profiles

Unify notes, files, and communication history in one place for every relationship.

Team collaboration

Share handoffs, @mention teammates, and monitor service levels from a central hub.

Interactive dashboards

Build real-time dashboards with drag-and-drop cards tailored to each role.

Built for the complete customer lifecycle

Whether you are running inside sales, dispatching field crews, or managing long-term service agreements, ProFlow360 keeps every customer touchpoint connected in a single CRM platform.

Sales pipeline automation

Trigger next-best actions as deals progress, sync conversations from email and SMS, and keep every opportunity moving forward without spreadsheet juggling.

Multi-pipeline support for sales, installations, and renewals
Playbooks that assign tasks and reminders to the right teammate
AI-powered insights that prioritise high-intent prospects

Service delivery visibility

Give project managers, dispatchers, and field crews the same real-time view of customer history so everyone delivers consistent service.

Work order tracking with technician updates and photo logs
Customer timeline that unifies notes, files, and approvals
Self-serve customer portal for scheduling and payments

Revenue operations intelligence

Measure performance across the full customer lifecycle—marketing, sales, and service—from dashboards that refresh in seconds.

Forecast accuracy you can share in weekly leadership meetings
Attribution reporting that connects campaigns to closed revenue
Margin insights by job, crew, and service line

Simple, transparent pricing

Every plan includes a 14-day free trial. Upgrade as your team scales.

Starter

$29/mo

For solo operators and small teams

Up to 3 users
500 customers
Leads, quotes & invoices
Job tracking
Calendar & scheduling
Basic reporting
Email support

Professional

Frequently asked questions

Common questions about ProFlow360 CRM features, automation capabilities, and integrations.

What features does ProFlow360 CRM include?: ProFlow360 includes sales pipeline management, lead tracking, quotes and invoices, job and work order tracking, workflow automation, customer portal, online payments, advanced reporting, and team scheduling. All plans include calendar management and email notifications, with higher tiers adding dispatch, Stripe payments, and white-label options.
Does ProFlow360 have workflow automation?: Yes. Workflow automation is available on Professional and Enterprise plans. You can build automated sequences using a visual drag-and-drop builder — no coding required. Automations can trigger task assignments, follow-up reminders, status updates, and notifications based on job progress or customer actions.
Can ProFlow360 integrate with QuickBooks?: ProFlow360 includes invoice and payment management natively, and API access on Professional and Enterprise plans enables integration with accounting tools including QuickBooks. Custom integrations are available on the Enterprise plan with support from the ProFlow360 success team.
Is there a mobile app for field teams?: ProFlow360 is fully responsive and optimized for mobile browsers, giving field technicians real-time access to job details, customer history, and work order updates from any device. A dedicated mobile app with offline-first architecture is on the public roadmap.

Explore more

View pricing plans Field Service CRM Service Business CRM Contractor CRM Compare with ServiceTitan Compare with Jobber CRM with Invoicing CRM with Scheduling