Close deals faster with a CRM that gets out of your way.
DealFlow gives your team a shared pipeline, client profiles, and activity tracking — without the enterprise complexity.
Everything you need to manage client relationships
Built for teams that want a fast, focused CRM without the bloat.
Client Management
Organize clients with status tracking, notes, and contact details. Everything about a client in one place.
Deal Pipeline
Visual drag-and-drop pipeline. Track deals from lead to close with stage-based Kanban boards.
Activity Timeline
Log calls, emails, meetings, and notes. See a complete history of every client interaction.
Task Management
Create tasks tied to clients and deals. Set priorities, due dates, and never miss a follow-up.
Team Collaboration
Share clients with your team. Role-based permissions let owners, admins, members, and viewers work together.
Dashboard & Analytics
Pipeline value, deal trends, and activity volume at a glance. Charts that update in real time.
Visual deal pipeline
Drag deals between stages, track values, and see your entire pipeline at a glance. Filter by stage or search by name.
Rich client profiles
Every client gets a detailed profile with contacts, deals, interactions, tasks, and notes organized in tabs. See stats at a glance.
Team workspaces
Create teams, invite members by email, and assign roles. Share clients across your organization with fine-grained permissions.
Ready to get started?
Set up your workspace in under a minute. No credit card required.