Getting started

What SalesFlow CRM is, the core concepts behind it, and how to find your way around the app.

Introduction

SalesFlow is a CRM for capturing leads, working them through a pipeline, and reporting on the result.

SalesFlow gives a sales team one place to keep every lead, every deal and every conversation. Leads arrive from your website, an import or manual entry; your team qualifies them, records calls and emails against them, and moves the resulting deals through a pipeline you define. Dashboards and reports then show how the pipeline is performing.

What you get

Contacts: A searchable, filterable database of every lead, with assignment, statuses, stages, activity history and per-contact follow-ups.
Deals: Revenue opportunities linked to a contact, moved through pipeline stages you can rename and reorder.
Projects: Named lead sources that route incoming website submissions to specific people.
Team: Invite colleagues, set their role, and assign leads to them.
Reports & dashboards: Overview metrics, sales performance, lead analytics and an admin view of organization-wide activity.
Integrations: Gmail for sending email, Twilio for voice calls, an external database sync, and a public endpoint for website forms.
Resources: Documents for your contacts and deals: files you upload and attachments you email, with previews, search and downloads.

Terminology may differ in your workspace

Administrators can rename Deal and Deals to whatever your business calls them. This documentation uses the default names.

Core concepts

Four ideas explain most of how the app behaves.

Organization: Your workspace. All contacts, deals, settings and files belong to one organization, and data is never shared between organizations. You can belong to more than one and switch between them from the sidebar.
Role: Every member is either an Admin or a Member. The role decides which pages and actions are available.
Plan: Your subscription decides how many records you can store, which features are unlocked, and how many people you can invite.
Assignment: A contact can be assigned to one team member, who becomes its owner. Depending on a setting, members may see only the leads assigned to them.

Switching organizations resets your view

When you switch to another organization the app reloads and clears the search term and filters on Contacts and Deals, so you never see one workspace's filters applied to another's data. Column layout preferences are kept.

Signing in and organizations

1Sign up or log in from the landing page.
2Choose an organization. If you do not belong to one yet, you are prompted to create one — that becomes your workspace.
3Use the organization switcher in the sidebar to move between workspaces or to create another one.
4New organizations start on a 14-day free trial with full access.

When the trial ends

If the trial expires without a subscription, the CRM is locked until you subscribe. Billing pages stay accessible so you can pick a plan and continue where you left off.

Navigating the app

The sidebar is the primary navigation. It can be minimized to icons only on desktop and collapses into a menu button on mobile. It also holds the theme toggle, the notification bell and the organization switcher.

Page	What it is for
Dashboard	Headline metrics, pipeline snapshot, priority leads and upcoming follow-ups
Contacts	The full lead database with search, filters, bulk actions and export
Deals	Pipeline value summary and the full deal list
Team	Members, roles, invitations and lead assignments
Projects	Named lead sources for routing website submissions
Integrations	Connect Gmail, Twilio, an external database and your website form
Reports	Overview, sales performance, lead analytics and calling reports
Billing	Your plan, usage and subscription
Settings	Terminology, stages, statuses, custom fields, currency, visibility, lead email requirement and follow-up rules
Resources	Documents for contacts and deals, uploaded or emailed
Admin	Organization-wide statistics, trends and activity (admins only)

Install as an app

SalesFlow can be installed to your desktop or home screen from the browser's install prompt. Installed, it opens in its own window and keeps you signed in.

Light and dark mode

Use the theme toggle in the sidebar to switch between light and dark. Your choice is remembered on that device.