CRM & campaigns

Every customer’s full story, and every sale in view.

Contacts, opportunities and tasks connected to conversations, email and your store. No retyping what already happened.

Contacts

One contact, their whole story

Leads and customers with their timeline: conversations, emails, purchases, notes and team comments. Filters saved in the URL, custom columns and fields, CSV import and export.

  • Custom fields and columns
  • Static lists and dynamic segments
  • Documents up to 50 MB

Pipelines

Kanban pipelines with your stages

Create the pipelines you need with your own stages and drag each opportunity along. Every change is logged. With WooCommerce, every purchase creates or updates the customer and lands as a won deal with the real product and amount.

  • Custom stages and change history
  • WooCommerce orders as won deals
  • Several stores per account

Campaigns

Email campaigns that land

Design with the drag-and-drop builder, pick the audience with filters and a live count, and schedule the send. Domain warm-up, one-click unsubscribe, a suppression list and a real delivery and open funnel. Replies to a campaign are handled by its own agent.

  • Visual template builder
  • Audience with live count
  • Real delivery funnel

AI built in

AI in your CRM

  • Scores every lead from 0 to 100 with its reasons.
  • Classifies notes and suggests the next step.
  • Drafts follow-ups in the agent’s voice.
  • Alerts for hot leads and overdue opportunities.

Frequently asked questions

Can I bring my contacts from another tool?

Yes, by CSV, or continuously from Brevo, LearnDash or your own system through the API.

Is there an API?

Yes. A REST API with scoped keys that expire after up to one year, and an endpoint to create or update leads.

What about Shopify?

It’s on the way. Today the native store integration is WooCommerce, with our own plugin.

Try it with your team

14 days free, no card. We activate your account within one business day.

AI CRM with pipelines and email campaigns · ConverFlow