Documentation
SalesFlow CRM
How the application works, what each feature does, and the full HTTP API reference. Every topic has its own page — pick one below, or use the sidebar to search.
Product guide
Getting started
What SalesFlow CRM is, the core concepts behind it, and how to find your way around the app.
Read moreLeads and pipeline
Manage contacts, track activity, schedule follow-ups, work deals through a pipeline, and route website leads with projects.
Read moreTeam and access
Admin and member roles, the full permission matrix, team invitations, and how lead assignment and visibility work.
Read moreInsights and alerts
Dashboard metrics, sales and lead reports, the admin analytics view, notifications and live updates.
Read moreWorking with your data
Search and filter records, export contacts and deals to Excel, PDF or Word, import in bulk, and reuse sent files.
Read moreIntegrations
Connect Gmail, Twilio voice, an external MySQL database, outbound API calls on won deals, and website lead capture.
Read moreCustomizing the workspace
Rename deals, define your own pipeline stages and contact statuses, add custom fields, and set your currency.
Read morePlans and billing
Plan limits, the 14-day free trial, seats, and how feature access works across Free, Starter and Pro.
Read moreAPI reference
API reference
Base URL, authentication, request conventions, filter rows, error codes and plan responses for the SalesFlow HTTP API.
Read moreLead capture API
Post website form submissions straight into Contacts, with authentication, every accepted field and runnable curl examples.
Read moreContacts API
Endpoints for listing, creating, updating, assigning and deleting contacts, plus activity timelines and follow-ups.
Read moreDeals API
Endpoints for listing, creating, updating and deleting deals, with paging, search and pipeline filters.
Read moreWorkspace API
Endpoints for projects, team members and invitations, notifications, and stored resources.
Read moreReporting API
Endpoints behind the reports page, revenue summaries, currency rates and admin analytics.
Read moreConfiguration API
Endpoints for organization settings, integrations, email and calls, plan status, and the real-time event stream.
Read more