AI-native CRM for lead
management and follow-up
Flow9 Funnel is the AI-native CRM with a built-in AI Workforce — it captures every enquiry, qualifies every lead, and follows up 24/7 across WhatsApp, voice, SMS and email.
A purpose-built AI-native CRM that combines simple tools, industry workflows, and a built-in AI Workforce — to close more deals, cut manual work, and deliver customer experiences that feel personal at any volume.
Capture Every Touchpoint. Act Instantly.
Every inquiry becomes a structured record whether it starts on your website, phone, chat or referral. Flow9 Funnel turns raw conversations into actionable leads, qualified deals, and closed revenue.
Leads
Capture inquiries from forms, calls, chat or referrals and convert them into structured leads. Flexible fields ensure reps collect the right data from day one — no more incomplete records.
Deals
Turn qualified leads into prioritized deals. Track progress visually, assign values, and automate deal movement so your team focuses on closing, not updating spreadsheets.
Customers
A unified customer profile connects conversations, bookings, and history. Schedule calls, emails or SMS follow-ups from one place for consistent, personalized engagement.
Move Deals Faster With
Clear Pipelines And
Automated Rules.
Make priorities obvious. Flow9 combines clean data, intelligent pipelines, and enforced business logic so reps always know what to do next and managers see where revenue is coming from.
Smart Fields & Data Hygiene
Create custom fields, sources and product types that match your sales model. Built-in duplicate detection keeps your CRM clean and trustworthy.
Pipelines & Deal Intelligence
Visual pipelines with weighted scoring highlight high-impact opportunities. Combine stage, probability and deal value to focus on what drives revenue today.
Pipeline Stage Pre-Checks
Admins define required fields per stage. Deals can't progress unless critical information is complete enforcing quality without micromanagement.
Keep Teams Aligned With Tasks, SLAs, And Actionable Reminders.
From sales to operations, everyone works from the same system of record. Flow9 ensures nothing slips through the cracks with built-in accountability across your organization.
Tasks
Create and assign tasks linked directly to leads, deals or customers. Managers get exportable reports to track productivity and follow-through.
Rule-based SLAs & Automation
Define response targets for sales and operations. Automatically trigger notifications, tasks or escalations when SLAs are at risk keeping service consistent.
Custom Organisation Structure
Configure teams, roles and permissions to match your business. Flow9 enforces ownership, visibility and accountability across departments.
Meet Your AI Workforce™.
Flow9 doesn't just store data — its built-in AI Workforce actively works it. The AI Workforce handles conversations end-to-end while the AI Assistant guides your team.
AI Assistant
An AI sales expert trained on your live CRM data. Ask questions, get instant deal guidance, and generate personalized follow-ups.
AI Workforce
Create your AI Workforce in plain English to automate sales workflows. From lead capture to deal closure, it works 24/7 alongside your team.
AI-Driven Next Best Actions
Turn customer activity into real-time recommendations so every rep knows exactly what to do next.
Every Channel. One Conversation.
Your AI Workforce speaks everywhere your customers do — human-like voice calls, WhatsApp threads, SMS and email — and every interaction lands in the same customer record.
AI voice agents
Handle inbound and outbound calls with natural, multilingual conversations that qualify intent and book the next step.
WhatsApp, SMS & email
Reply instantly on the channels your customers actually use, with full context from the CRM.
Campaigns with clean handoffs
Your AI Workforce runs outreach at scale and transfers qualified conversations — with full context and call trail — the moment a human should take over.
Run Funnel from Claude, ChatGPT or the built-in chat.
Flow9 is MCP-native. Ask about your pipeline, create leads, draft follow-ups, and trigger your AI Workforce — from Claude, from ChatGPT, or from the AI Assistant chat built into Funnel — without opening a dashboard.
Ask your CRM anything
“Which enquiries from this week haven’t been quoted yet?” Get live answers from your own data.
Act, don’t just ask
Create leads, schedule follow-ups, and update deals — from your AI assistant or the chat built into Flow9.
Built on open standards
Model Context Protocol support means Flow9 works with the AI assistants your team already uses.
Let's put AI to work for your Sales Funnel
Our experts can help you get started evaluating a solution to best manage your sales inquiries. See how a CRM implementation would work in your specific environment.
Frequently Asked Questions
Everything you need to know about Flow9 and how it helps your sales team move faster and close more deals.
The Flow9 AI Assistant analyzes your CRM data in real time and recommends the best next action for any lead or deal. It can draft personalized follow-ups, suggest offers, and guide reps on how to move opportunities forward instantly and consistently.