All functions of ProFlow CRM for managing your business

Full control over business processes

ProFlow CRM offers a wide range of features to help you automate, optimize, and manage all aspects of your business. The main features of our system are presented below.

1. Contact Management
Organize all customer data in one place.
Contact Cards: Store information about companies, contacts, and their interactions.
Segmentation: Group customers into categories for better management.
Interaction history: Keep a log of all communications — calls, meetings, emails, and other contacts.
Mass actions: Send emails, create tasks, or update data for multiple contacts at once.

2. Sales pipeline
Visualize the sales process and increase the conversion rate.
Sales Stages: Create unique pipeline stages to meet your needs.
Opportunities Management: Track the progress of each transaction.
Revenue Forecasting: Get accurate forecasts based on historical data.
Conversion Analysis: Identify weaknesses in the sales process and work to improve them.

3. Process automation
Free up your team's time from routine tasks.
Triggers and Rules: Set up automatic actions when certain conditions are met.
Task Templates: Create recurring tasks for regular processes.
Email automation: Send personalized emails to customers without human intervention.
Reminders: Receive notifications about upcoming meetings, deadlines, and important events.

4. Analytics and reporting
Make informed decisions based on the data.
Dashboards: Visualize the key metrics of your business in real time.
Custom reports : Create your own reports with the metrics you need.
Charts and graphs: Analyze trends and identify patterns.
Data Export: Save reports in various formats for future reference.

5. Project Management
Coordinate work on projects and tasks.
Kanban boards: Visualize the progress of work on tasks.
Planning: Set deadlines, responsible performers, and priorities.
Calendar : Keep track of important events and deadlines in a single calendar.
Collaboration : Discuss tasks within the system and share files.

6. Integration
Combine all your tools into one ecosystem.
Popular services include Google Workspace, Microsoft Office 365, Slack, Trello, Jira, and others.
API for developers: Create unique solutions for your business.
Two-way synchronization: Data is automatically updated between ProFlow CRM and integrated services.

7. Security and access rights
Protect your data and control access.
Data encryption : We use modern information security technologies.
Backup : We regularly save all your data.
Flexible access rights: Configure the access level for each user or department.
Action Audit: Keep a log of all changes in the system.

8. Mobility
Work from anywhere in the world.
Mobile App: Full access to CRM functions from your smartphone.
Offline mode: Synchronize data when internet connection is unavailable.
Notifications: Receive push notifications about important events.

9. Support and training
We are always ready to help you make the most of the features of ProFlow CRM.
24/7 technical support : Our specialists will solve any issues quickly and efficiently.
Knowledge base : Complete documentation and video tutorials for self-study.
Personal training : We will conduct training sessions for your team.

Are you ready to try all the functions of ProFlow CRM?
Sign up for the demo right now or start a free trial to see how our system can help your business become even more successful.

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