Simple, powerful CRM to track small business sales and customer relationships

Connect website forms, Facebook lead ads, and chat widgets to ProFlow360 so contacts flow directly into your pipeline. Tag leads by source to measure which marketing efforts deserve more budget.

Use auto-responders to acknowledge inquiries immediately, share pricing guides, and let customers book consultations based on your availability.

• Drag-and-drop form builder with spam protection
• Two-way email and SMS synced to every contact record
• Lead capture links you can add to invoices, receipts, or QR codes

Visual pipelines show where each opportunity sits—from discovery to negotiation to closed-won. Automations create tasks, send follow-up emails, and schedule reminders when deals stall.

Customize stages to match your sales cycle whether you sell services, products, or recurring subscriptions.

• Kanban-style pipelines with drag-and-drop updates
• Deal scoring that highlights high-value opportunities
• Playbooks with checklists for demos, proposals, and onboarding

Dashboard widgets display new leads, conversion rates, and forecasted revenue based on pipeline health. Filter by rep, product line, or location to see what is working.

Export or schedule reports for investors, lenders, or franchise partners. ProFlow360 keeps numbers accurate without complex spreadsheets.

• Forecast modeling using probability-weighted deals
• Sales velocity reporting that highlights bottlenecks
• Recurring revenue dashboards for subscriptions and memberships

Send quotes, contracts, and onboarding checklists automatically once a deal is won. Customers can sign electronically and set up payment plans without extra tools.

Create nurture sequences that educate new customers, request reviews, and prompt referrals to keep your pipeline full.

• Templates for proposals, invoices, and welcome emails
• Automated review requests after service completion
• Task automation that keeps team members accountable

Sync accounting, eCommerce, and marketing tools so data flows effortlessly. Whether you use QuickBooks, Shopify, or Mailchimp, ProFlow360 keeps your tech stack aligned.

Open APIs let growing businesses integrate custom workflows without vendor lock-in.

• Pre-built integrations for invoicing, calendars, and collaboration apps
• Zapier connector for no-code automation
• Webhooks and API access for custom business processes

Guided onboarding, weekly workshops, and a library of best practices help you master the CRM quickly. Our success team shares sales scripts, pipeline templates, and campaign ideas tailored to your industry.

As you scale, add seats, advanced automation, and analytics without migrating to a new platform.

• Self-serve knowledge base with video tutorials
• Office hours with small business growth advisors
• Flexible pricing that grows with revenue instead of seat minimums