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    New in v1.4 · Google Ads Integration · AI Email Intelligence · Global Search

    The AI-powered CRM that tells you what to do next

    SalesFlow turns your clients, deals, quotations and inbox into a single command center. The AI Sales Assistant grounded in your real data prioritizes work, surfaces at-risk deals and drafts the next follow-up — before you have to ask.

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    Google Ads performance in every client
    AI Copilot grounded in matched emails
    Global search (⌘K) across the CRM
    Today's Focus & Pipeline Health dashboard
    EN · HU · mobile ready
    salesflow.dev / dashboard
    Good morning
    CRM Dashboard
    Pipeline
    12.4M
    Open
    24
    Won
    68%
    Quotes
    47
    Revenue trend
    AI Copilot
    live
    What should I do next?
    You have 3 overdue follow-ups and 2 opportunities worth €41,200 that stalled this week. Northwind Co. hasn't opened your quotation — a short check-in email is the highest-leverage next step.
    AI Sales Assistant

    Your AI Sales Assistant, built into the CRM

    Ask CRM-wide questions, analyze your pipeline, draft follow-ups and prepare meetings — grounded in your real data, with persistent conversations across every page.

    • Ask CRM-wide questions in plain language
    • Analyze pipeline and opportunities
    • Draft follow-up emails
    • Prepare meeting briefs
    • Summarize clients and deals
    • Calculate weighted pipeline
    • Persistent conversations across sessions
    AI Sales Assistant
    grounded in your CRM · persistent
    live
    Summarize this client
    AI Summary
    You have 3 overdue follow-ups and 2 opportunities worth €41,200 that stalled this week. Northwind Co. hasn't opened your quotation — a short check-in email is the highest-leverage next step.
    Read-only · Ownership-aware · Sanitized before it leaves your workspace
    New in v1.4 · Dashboard Insights

    A dashboard that tells you what to do next

    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.

    Today's Focus
    The top five highest-priority items across overdue activities, today's due work and expiring quotations. One click jumps you to the source.
    Pipeline Health
    Healthy vs. idle opportunities, won and lost this month — a live temperature check on your book of business.
    Recent Emails
    Inbound emails automatically matched to the right client or opportunity, with a deep link into the CRM.
    Upcoming Quotations
    Quotations expiring today, overdue or soon — badged so you never lose a deal to a silent deadline.
    Reuses the data you already have. No extra setup, no new integrations.
    What's new

    Every release makes SalesFlow more useful, without more clicks

    v1.4
    Google Ads Integration
    Connect Google Ads, map MCC customer accounts to CRM clients, and see campaign KPIs, trends and daily metrics right on the client page — with automatic scheduled sync.
    v1.4
    AI Email Intelligence
    The Copilot now reads CRM-matched emails to summarize threads, surface intent and draft on-context follow-ups. Draft-only — nothing leaves without you.
    v1.4
    Global Search & ⌘K
    One shortcut searches clients, opportunities, quotations, activities and emails — with a dedicated results page and instant deep links.
    v1.4
    Dashboard visual refresh
    Soft icon containers, refined typography and four new insight widgets make the KPIs and next steps unmistakable.
    v1.4
    Two-level AI entitlement
    Platform admins control the master AI switch per organization; workspace admins control day-to-day AI usage.
    v1.3
    Gmail → CRM auto-matching
    Inbound emails automatically match to the right client or opportunity and create first-class notifications with deep links.
    What the AI can do

    AI woven through every part of your sales workflow

    CRM Copilot
    Ask any question about your clients, opportunities and pipeline in natural language.
    AI Drafting
    Generate follow-up emails, meeting notes and outreach — grounded in the record you're on.
    Deal Health
    Instant health signals for every opportunity based on activity, stage and momentum.
    Meeting Briefs
    One-click briefs summarizing the client, open deals and recent activity before every call.
    Risk Analysis
    Surface stalled deals, missing next steps and quotations that need attention.
    Quotation Follow-up
    Know exactly which quotations need a nudge and what to say.
    Usage Analytics
    AI Usage Dashboard tracks prompts, tokens and cost per user and organization.
    Persistent Conversations
    Every Copilot conversation is saved and picks up right where you left off.
    Core CRM

    A complete CRM under the AI layer

    Everything you expect from a modern CRM — clients, deals, activities, quotations and reporting — all in one workspace.

    Clients
    360° view of every account, contact and interaction.
    Opportunities
    Track deals with values, stages, owners and next steps.
    Pipeline
    Drag-and-drop kanban across your sales stages.
    Activities
    Calls, meetings, notes and follow-ups always in context.
    Calendar
    Every activity on a shared team calendar.
    Quotations
    Line items, taxes and branded PDFs in minutes.
    Reports
    Pipeline value, win rate and team performance at a glance.
    Gmail inbox in your CRM
    Connect Gmail in one click. Inbound emails auto-match to clients and opportunities, sync every 15 minutes, and trigger notifications — no manual logging.
    Dashboard
    Pipeline
    Clients
    Quotations
    Activities
    Built for real sales work

    Wherever your team sells, SalesFlow works

    Mobile ready
    Full CRM in your pocket — check deals and log activity anywhere.
    Tablet optimized
    Designed for tablet workflows during meetings and site visits.
    Desktop CRM
    A premium desktop experience for daily pipeline management.
    Hungarian & English
    Full EN and HU localization across the entire product.
    Organization-based permissions keep every team member on the right data.
    Security & control

    Enterprise-grade guardrails, by default

    Multi-tenant isolation
    Every organization's data is fully isolated at the database level.
    Role-based permissions
    Owner, admin and member roles enforced end-to-end.
    Row Level Security
    Database RLS policies protect every table, every row.
    AI Settings
    Enable, disable and pick the AI model per organization.
    AI usage telemetry
    Track prompts, tokens and cost per user and organization.
    No automatic AI actions
    AI never writes, sends or executes without you. Always read-only.
    Roadmap

    Coming next

    What we're building next to make SalesFlow even more powerful.

    Coming Soon
    Google Ads M4 — attribution
    Tie Google Ads spend to CRM opportunities and revenue for true ROAS.
    Coming Soon
    Customer Portal
    A branded portal for your clients to view quotations and activity.
    Coming Soon
    Outlook integration
    Send and log emails from Microsoft 365 / Outlook without leaving the CRM.
    Coming Soon
    Calendar sync
    Two-way sync with Google and Microsoft calendars.
    Coming Soon
    AI Actions with approval
    Let AI prepare actions — you approve before anything happens.
    SalesFlow v1.3

    Ready to run your sales with an AI Sales Assistant?

    Start a free trial or book a personalized demo. See how SalesFlow's AI Sales Assistant helps your team prioritize, follow up and close.

    • Free trial
    • 30-minute personalized demo
    • No commitment
    Book a Demo