Deal Flow CRMEverything
you'd ask.
About the product, the AI calling agent, pricing, billing and your data.
The product
What is Deal Flow CRM?
A CRM for sales teams that tells each person who to call today, keeps every lead, chat and quote in one place, and includes an AI calling agent that answers and makes calls.
Who is it for?
Businesses that get enquiries by phone, WhatsApp, ads or their website and need to follow up fast: real estate, education, clinics, food services, interiors, manufacturers, agencies, travel and retail.
What are Today's Work and Lead Rescue?
Today's Work is the list each person starts the day with: overdue follow-ups, new enquiries, quiet deals and renewals. Lead Rescue points out the leads and promises that are slipping, with the reason and a suggested next step.
Can I send quotes and tax invoices?
Yes. Quotes and invoices come from your price list in your currency, with your tax: GST in India (CGST and SGST or IGST from the client's state), or VAT and sales tax elsewhere. They go out as a PDF, a link, on WhatsApp or by email.
Does it work with WhatsApp?
Yes, on the Pro plan, through the official WhatsApp Business platform. Chats appear on each lead, and AI can draft replies in your customer's language.
Can I use my Gmail or Outlook?
Yes. Each person connects their own mailbox and calendar. Emails with your leads are logged on their timeline, and booking links send Meet or Teams invites.
Does it work on my phone?
Yes, in your phone's browser, and you can add it to your home screen like an app. It keeps working on a weak signal and syncs when you're back online.
Can I bring my leads from another CRM?
Yes. Import contacts and deals from Excel, CSV, or exports of Zoho, HubSpot, Odoo, Pipedrive and Salesforce. Stages, dates and won or lost history come along.
Can I capture leads from my website and ads?
Yes. Share a web form link or embed it, or send leads in through webhooks and the API. Each enquiry becomes a lead and the right person is told.
AI calling agent
How does the AI calling agent work?
Our free Call Box app runs on a Windows laptop paired with your own phone by Bluetooth, using your Google Gemini key for the voice. The AI answers the calls you miss and calls your lists, then saves the recording, transcript and summary on the lead.
Do I need a new number or SIM?
No. Calls go from your own phone, number and calling plan.
Which languages does it speak?
More than 40 languages, each in a local accent, from English and Spanish to Hindi and Hinglish. It keeps to the caller's language.
Can it book meetings?
Yes. It checks your calendar, offers times, confirms the email address and sends the invite with a Meet or Teams link.
What if the caller wants a human?
It says plainly that it's an assistant and arranges a call with your team, as in the real call on our home page.
How many calls can it make at once?
One at a time on your phone. It moves to the next number as soon as a call ends.
Where are recordings kept?
In your own Google Drive or OneDrive, or on the laptop. The CRM keeps a copy for up to 30 days.
Pricing and billing
How much does it cost?
Free for 5 leads and 5 deals. Basic is $19 and Pro is $49 per seat a month, paid yearly. In India they are ₹1,000 and ₹2,000 a month (₹12,000 and ₹24,000 a year), GST included.
What's the difference between Basic and Pro?
Pro adds the AI calling agent, bulk AI calling, the AI campaign builder, the WhatsApp inbox, Ask AI by voice and priority support.
Can I pay on the website?
Yes. Pick your plan and seats on the pricing page, sign in or create your account, and pay online through Cashfree, by card, and in India also by UPI or net banking.
Does it renew automatically?
No. We remind you 14, 7 and 1 day before your year ends, and you renew with one payment.
Can I add people during the year?
Yes. Extra seats and upgrades to Pro are charged only for the days left in your year.
What happens if I stop paying?
Three days after your year ends, the workspace returns to the free plan. Nothing is deleted.
Do you give refunds?
For billing errors, like a duplicate charge or a plan that never activated. See the refund policy.
Data and security
Where is my data stored?
On Google Cloud in the Mumbai region, encrypted in transit and at rest.
Who can see my data?
Only your team, by the roles you set. Each person's connected mailbox is private to them.
Do you train AI on my data?
No. We don't use your content to train our own AI models.
Can I delete my data?
Yes. Deleting your workspace removes its data. See the data deletion page for the steps.