The Brief
Flow CRM is a purpose-built customer relationship management system designed for a SaaS company with a complex B2B sales cycle. Unlike off-the-shelf solutions, every feature was tailored to their specific workflow, from lead scoring to contract management.
The Problem
The sales team was using a combination of spreadsheets, a legacy CRM, and email threads to manage a pipeline of 2,000+ active deals. Critical follow-ups were being missed, lead scoring was manual and inconsistent, and management had zero visibility into pipeline health without hours of manual consolidation.
Our Approach
We designed a CRM from the ground up around their sales methodology, with automated lead scoring based on engagement signals, intelligent follow-up scheduling, and a real-time pipeline dashboard. Deep integrations with their email, calendar, and billing systems eliminated double-entry and created a single source of truth.
The Impact
60% reduction in pipeline management overhead
Close rate improved from 12% to 21%
Zero missed follow-ups in first 6 months
Full pipeline visibility for leadership in real-time