Deal Flow CRM
Use cases
Built for
Built for
how you sell.
Whatever your business, leads come in, someone must call, and deals must close.
Real estate
Portal and ad leads called in minutes, site visits booked.
- AI calls every new enquiry
- Site visits on the calendar
- Budget and location on each lead
Education
Admission enquiries followed up before they go cold.
- Counsellor round-robin
- Bulk calls in the local language
- Document upload links
Clinics
Missed appointment calls answered and booked.
- AI answers when the desk is busy
- Booking links and reminders
- Follow-ups after visits
Food and tiffin
Order calls answered during the lunch rush.
- Never miss an order call
- WhatsApp follow-ups
- Repeat customers tracked
Interiors and services
From enquiry to quote to payment, in one flow.
- Quotes from your price list
- Site visit scheduling
- Promises tracked till kept
Manufacturing and B2B
Long deals with many people, kept moving.
- Pipelines by product
- Quiet deal alerts
- Renewals and recurring billing
Retail and showrooms
Walk-ins and calls turned into repeat buyers.
- Card scanner at the counter
- WhatsApp offers to past buyers
- Works on a phone
Agencies
Leads for many clients, handled by one team.
- AI campaigns per client
- Call recordings and summaries
- Reports by source
Travel
Holiday enquiries answered and quoted fast.
- Quotes on WhatsApp
- Follow-ups before travel dates
- Booking links for consultations
Don't see
your business?
Tell us how you sell. We'll show you how Deal Flow fits.