SalesFlow combines CRM, sales pipeline, quotations, Gmail integration and Google Ads performance data with an AI Sales Copilot grounded in your own CRM data — built for European B2B teams and agencies.
Ask CRM-wide questions, analyze your pipeline, draft follow-ups and prepare meetings — grounded in your real data, with persistent conversations across every page.
Every morning SalesFlow scans your CRM and shows the five things that actually matter today — overdue activities, quotations about to expire, deals losing momentum and inbound emails matched to your accounts.
Connect Google Ads once, map MCC customer accounts to your CRM clients, and get campaign KPIs, trends, AI insights, weekly reports, campaign comparison, intelligent alerts and a contextual AI chat on the client page — synced automatically on your schedule.
Everything you expect from a modern CRM — clients, deals, activities, quotations and reporting — all in one workspace.
What we're building next to make SalesFlow even more powerful.
Two plans to choose from — monthly price, per seat.
Full CRM and quoting — without AI and Google Ads integration.
Everything in Standard, plus AI Copilot and Google Ads market intelligence.
Short, factual answers about what SalesFlow does, who it is for and how it fits into your existing stack.
SalesFlow is an AI-powered CRM and Sales & Marketing Intelligence platform for B2B teams and agencies. It combines client management, a sales pipeline, PDF quotations, activities, Gmail integration and Google Ads performance data with an AI Sales Copilot grounded in the user's own CRM data.
SalesFlow is built for European B2B sales teams, consultancies and marketing or digital agencies that need CRM, quoting and Google Ads campaign analytics in a single workspace.
Yes. SalesFlow is a full CRM: clients, contacts, opportunities, activities, calendar, quotations and reporting are all first-class objects in one workspace.
SalesFlow layers an AI Sales Copilot on top of the CRM that reads matched emails, opportunities and activities, and it embeds Google Ads performance and AI insights inside each client record instead of a separate reporting tool. AI is draft-only — SalesFlow never sends emails or mutates records without the user.
Yes. The AI Sales Copilot is available on every page. It can summarize clients and threads, draft follow-up emails, prepare meeting briefs, calculate weighted pipeline and answer natural-language questions about your CRM data. Conversations persist across sessions.
Yes. Connect Google Ads through OAuth once, map MCC customer accounts to CRM clients, and SalesFlow syncs campaigns and daily metrics automatically on a schedule. The integration is strictly read-only.
SalesFlow synchronizes campaigns and daily metrics (spend, clicks, conversions, CPA and related KPIs), shows trends and a campaign table on the client page, and generates AI insights, alerts and recommendations based on deterministic facts computed from your data.
Yes. SalesFlow includes a full quotation builder with line items, taxes, templates, branded PDF export and email delivery from a verified sender domain.
Yes. Opportunities move through customizable stages in Kanban or list views, with owners, values, next steps, activities and weighted forecasting.
Yes. The Automation Center provides a rule catalog, per-rule toggles and a full activity history for workflows around quotations, opportunities and activities.
Yes. Agencies can map their MCC hierarchy to CRM clients, see per-client Google Ads performance and AI insights, run quoting and follow-up in the same workspace, and use multi-workspace separation for different books of business.
Yes. SalesFlow supports multiple users per workspace with owner, admin and member roles. Every table is protected by row-level security so users only see the data they are entitled to.
Yes. A single account can belong to multiple organizations. Data, integrations and AI settings are isolated per workspace at the database level.
Yes. Users connect Gmail via OAuth and SalesFlow automatically matches inbound emails to the right client or opportunity, syncs on a schedule and lets the AI Copilot draft on-context replies.
Start a free trial or book a personalized demo. See how SalesFlow's AI Sales Assistant helps your team prioritize, follow up and close.
