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CRM, automation and invoicing in one platform

The all-in-one CRM for small businesses and online stores.

Contacts, pipelines, email, SMS and WhatsApp journeys, orders from WooCommerce and Shopify, invoicing with the tax rules of your country, your team's time clock, an AI assistant in every module and web analytics. One platform that starts free.

1
Platform for CRM, sales and invoicing
25
Modules and key workflows
500
Contacts free forever
End-to-end SSL encryption Per-module access control Sign up in 2 minutes No credit card required
Connects with the tools your stack already uses
WWooCommerceSShopifySStripeTTwilioWWhatsApp Cloud APIGGmailOOutlookSSMTP / IMAPHHolded importGGoogle · Microsoft · Okta SSO

Stop paying for your entire stack to talk to itself

Your sales data lives in one tool. Email in another. WhatsApp in a third. Orders in a fourth, invoices in a fifth. Each one hoards your customers. Flowgration brings the chaos together: one database, one login, one source of truth.

Without Flowgration
  • Four or five tools, four or five subscriptions
  • The same customer copied across platforms
  • Integrations that break
  • Invoices in one app, orders in another
  • No unified customer view
With Flowgration
  • One platform with a free plan to start
  • One database for customers, orders and invoices
  • Everything natively connected
  • From paid order to invoice with no retyping
  • A 360 view of every customer
Automatic CRM

Your CRM builds itself from your store

No CSV imports, no consultant, no two-week rollout. Connect your store and Flowgration brings in every customer, order and product and keeps them in sync. Contacts arrive with their purchase history, lifetime value and order status already attached, so segments like "bought twice in 90 days" or "left a big cart behind" work from day one. And when you are ready, invoice any of those orders in one click.

  • Store sync: customers, orders and products, with no CSV
  • Every contact carries purchase history, average order and lifetime value
  • Segments by recency, frequency and spend ready from the start
  • A visual pipeline, custom fields and duplicate detection on top
  • Invoice an order in one click, or automatically when it is paid
Journey Builder

Automations that recover carts, chase payments and win customers back

Drag blocks onto a canvas to build flows that run 24/7. Start them with a paid order, an abandoned cart, a new contact, a form, a booking, an accepted quote or an overdue invoice. Branch on behavior and reach people on the channel where they actually reply. Mix email, SMS and WhatsApp in one journey with waits, A/B tests, conditions and outbound webhooks, and watch drop-off node by node.

Recipes that earn their keep
  • Abandoned cart: email after 1 h, WhatsApp after 24 h, a last-chance SMS after 48 h
  • Post-purchase: thank-you, cross-sell on day 3, review request on day 7
  • Paid order: invoice issued, PDF emailed and an order summary sent, with no manual step
  • Overdue invoice: email reminder, WhatsApp nudge and a task for your team
  • Win-back: re-engage customers who have not bought in 60 days
The CRM everything else runs on

Every contact, company, deal and order on one timeline

Open a contact and see their orders, emails, WhatsApp replies, form submissions, invoices and pipeline stage in one screen. Your journeys, segments, dashboards and invoices all read from the same record.

Contacts and companies

Companies with tax data and addresses, custom fields per entity, a unified activity timeline, duplicate detection with dismissals and an owner on every record.

Opportunities and pipelines

Drag deals between stages you define, in one or several pipelines. Track value, owner and age, see the forecast and stale deals, record why a deal was lost and fire a journey when a deal moves forward.

Segments and dynamic lists

Filter contacts by any field, tag, source campaign or behavior. Lists update themselves as contacts enter or leave.

Tasks, notes and agenda

Log calls and meetings, leave internal notes that @mention a teammate, assign follow-up tasks with due dates and keep the team agenda next to the customer record. Journeys can create tasks for you.

Import, export and Holded import

Import contacts, companies, products and orders from CSV, or paste your Holded API key to bring your companies and contacts across. Export everything whenever you want.

Global search and record visibility

Jump to a contact, company, order or invoice with ⌘K. On Pro and above, limit members to their own records while admins see everything.

Build your CRM free

500 contacts, no credit card. AI sets up your pipeline in minutes.

25 modules and key workflows. One platform.

CRM, journeys, email, shared inbox, SMS, WhatsApp, orders, invoicing, quotes, treasury, time clock and more — natively connected, with no glue code. Click any bubble to see what it does.

CRM

Contacts, companies, deals and activities

An AI-built CRM schema adapted to your business. Contacts, companies with tax data, opportunities, activities and tasks. Tag contacts, leave internal notes that @mention a teammate and assign follow-up tasks to the team, all on one timeline.

  • Tags and internal notes with @mentions
  • Follow-up tasks for the team
  • Companies with tax data and addresses
  • Unified contact timeline
CRM — Flowgration screenshot
Invoicing, sales, treasury and HR

Your whole business in one place

The CRM that also invoices and tracks time. The customers and orders you already have in Flowgration are enough to issue invoices, prepare quotes, track what you are owed and record your team's working hours. Stop paying for three tools.

Invoicing and quotes in every plan (10 documents a month on Free). Treasury and time clock from Growth.

Automate it with journeys

Invoices and quotes are now triggers and actions in the journey builder, next to email, SMS and WhatsApp.

When
Order paid
Invoice issued and emailed to the customer, plus an order summary
When
Invoice overdue
WhatsApp reminder and a task for your team
When
Invoice paid
Review request to the customer

Invoicing with EU VAT

Invoices, credit notes and proformas with yearly series, VAT by country and reverse charge for intra-EU B2B sales. Invoice a WooCommerce or Shopify order in one click.

  • PDF with your logo, emailed to the customer
  • Verifactu-ready for Spanish companies: SHA-256 chained records and a QR code
  • Collections tracking and accountant export
Learn more

Quotes and delivery notes

Quotes from templates, PDF and email delivery. Customer orders and delivery notes with PDF and customer signature.

  • Quote, order, delivery note and invoice in one flow
  • Quote templates
  • Customer signature on the delivery note
Learn more

Treasury

Receivable and payable due dates, partial payments and cash forecast, with a digest of what is overdue.

  • Pending receivables and payables in one view
  • Cash forecast
  • Excel export
Learn more

Time tracking and leave

Your team clocks in, takes breaks and clocks out from their phone. Vacation and personal-day requests with manager approval.

  • Forgotten days with a mandatory reason and a correction log
  • Team calendar and org chart
  • Employee documents: payslips and contracts
Learn more
Everything included

The complete feature list

118 features grouped by area. Which plan each one belongs to is on the pricing page.

CRM and sales

  • Contacts, companies and opportunities
  • Companies with tax data and addresses
  • Tags and internal notes with @mentions
  • Follow-up tasks for the team
  • Several sales pipelines with forecast
  • Stale deals flagged and lost reasons
  • Custom fields per entity
  • Duplicate detection + dismissals
  • Unified contact timeline
  • Tasks, activities and agenda
  • Global search (⌘K) across contacts, companies, orders and invoices
  • CSV import and export with custom fields
  • Holded customer import (API key)

Automation and messaging

  • Visual journey builder: 14 triggers, 19 actions, 11 logic blocks
  • Business triggers: invoice issued, paid or overdue, quote accepted, delivery note created
  • Business actions: create invoice, send invoice, send delivery note
  • A/B tests, random splits and multi-way branches
  • Frequency caps, time windows and goals
  • Email campaigns that send in the background or on a schedule
  • A/B campaigns with an automatic statistical winner and an AI explanation
  • Double opt-in and SPF / DKIM / DMARC domain check
  • Dynamic segments and AI-generated email templates
  • SMS conversations via Twilio
  • WhatsApp Business via Meta Cloud API: templates, 24-hour window and inbound conversations
  • Personal and shared inboxes: Gmail, Outlook and IMAP
  • Conversations with assignment, reply-all and forward
  • Bounce, unsubscribe and consent handling

Online store and orders

  • WooCommerce plugin on WordPress.org
  • Shopify app
  • Several stores in one workspace
  • Orders and products with an order pipeline
  • Order status changes as a journey trigger
  • Shipment tracking links and carriers
  • Abandoned-cart and post-purchase journeys
  • Order summary emails with a visual designer and optional PDF
  • Revenue, average order and order dashboards
  • Stripe payments sync
  • Bookings with a setup guide, calendar and reminders
  • Google and Outlook calendar sync with Meet / Teams links
  • Booking deposits paid into your own Stripe
  • Order import from CSV

Business: invoicing and sales

  • Invoices, credit notes and proformas
  • Yearly numbering series
  • Tax presets for 40 countries
  • Reverse charge and export
  • Verifactu-ready records for companies in Spain
  • PDF with your logo, emailed to the customer
  • Invoice shop orders in one click or automatically
  • Online invoice payments into your own Stripe account
  • Recurring invoices
  • Collections tracking: paid and partially paid
  • Accountant export in Excel and CSV
  • Quotes from templates and your product catalogue, with PDF and email
  • Quote acceptance online with e-signature
  • Sales orders and delivery notes with customer signature
  • Customer price lists
  • Quote > sales order > delivery note > invoice flow

Business: treasury

  • Receivables and payables with due dates
  • Partial payments
  • Cash forecast
  • Overdue digest
  • Treasury export to Excel
  • Journeys that chase overdue invoices

Team and HR

  • Time clock from the phone's browser
  • Breaks and clock-out
  • Forgotten-day corrections with a mandatory reason
  • Correction log
  • Absences and leave requests with manager approval
  • Employee seats that do not count as users
  • Team calendar
  • Org chart
  • Employee documents
  • Notice board
  • Task management with assignees and due dates

Analytics and AI

  • Executive dashboard
  • Pipeline and contact analytics
  • Custom dashboards with a widget builder
  • KPI alert thresholds
  • Cohort retention heatmap
  • Campaign attribution
  • Funnel and drop-off analysis
  • Per-journey and per-node stats
  • AI assistant that builds your CRM from an interview
  • AI segment, email and journey templates
  • Export to CSV, JSON and XLSX
  • Journey analytics: funnel per step, real waits vs configured, cohorts and A/B
  • Mass-send analytics: opens and clicks per link, devices, hour and weekday heatmaps
  • Engagement timeline per contact
  • AI assistant in every module, with confirmation before sensitive actions
  • Dashboards built by AI from a question
  • Data sources: visual builder with joins, filters and scheduled refresh

Forms and tracking

  • Lead capture from any form
  • UTM source, medium, campaign, term and content
  • GCLID and landing page capture
  • Per-form tracking
  • Source campaign tagging
  • Multi-touch attribution
  • Inbound webhook receivers per platform
  • Customizable contact sources
  • Web analytics: page views, scroll, clicks, forms and custom events, plus heatmaps on your own pages
  • Consent-first tracker (Cookiebot, CookieYes, OneTrust, Complianz, Consent Mode v2) and anonymous cookieless mode
  • Visitor identification through forms and web activity on the contact
  • Journey triggers from page visits and web events; web segments and webhooks

Platform and security

  • REST API v1 with scoped API keys (read / write per resource)
  • Signed outbound webhooks with delivery logs and retries
  • SSRF-protected webhook dispatcher
  • Roles and custom roles with per-module permissions
  • Section-level permissions inside each module
  • Two-factor authentication (2FA)
  • Record visibility (own / all)
  • IP allowlist
  • SSO / OIDC (Google, Microsoft, Okta)
  • Audit log with CSV export
  • GDPR tools and consent flags
  • TLS in transit and encrypted credentials
  • Media library with folders
  • Guided product tour
  • Spanish and English interface, light and dark mode

Every module above ships in the product today. Check the pricing page to see exactly which plan each feature is in.

From zero to automated in 3 steps

01

Create your account

Sign up for free. Our AI assistant generates the CRM schema for your type of business.

02

Import and connect

Connect your store, bring contacts in from CSV or Holded, link your mailbox and plug in SMS and WhatsApp. Done in minutes, no developer required.

03

Automate, invoice and grow

Build customer journeys, invoice orders automatically, launch multichannel campaigns and track everything in one place. AI helps at every step.

What is inside

One platform that grows with you

The same product serves a solo shop, a growing online store and a sales team. Start on the Free plan and move up when you need more contacts, emails or seats.

25
Modules and key workflows
CRM, journeys, email, inbox, SMS, WhatsApp, orders, invoicing, quotes, treasury, time clock, leave and more
44
Journey building blocks
14 triggers, 19 actions and 11 logic blocks, from messages to invoices and tasks
40
Countries with tax presets
27 EU member states plus the UK, Switzerland, Norway, Iceland, Andorra, the US, Canada, Mexico, Argentina, Chile, Colombia, Peru and Australia. Rates stay editable.
118
Features in the full list
Grouped by area, with the plan for each on the pricing page
Journey Builder

Turn one customer action into a follow-up that runs itself.

Pick a trigger, add steps and watch the flow build. This is a live miniature of the visual builder in the app: 44 building blocks that connect your CRM, your shop, your invoices and your messages, with stats on every node. Every plan includes email journeys; SMS and WhatsApp steps start on the Growth plan.

14
Triggers: CRM, shop, forms, bookings, invoices
19
Actions: messages, invoices, tasks, tags, webhooks
11
Logic: waits, conditions, A/B tests, goals
  • Triggers: new contact, paid order, abandoned cart, order status change, form, booking, accepted quote, overdue invoice
  • Actions: email, SMS, WhatsApp, order summary, create and send invoices, tasks, tags, webhooks
  • Logic: waits, conditions, A/B tests, random splits, frequency caps, time windows, goals and exits
  • Stats per journey and per node, so you see where customers drop off

Everything in one platform

A typical setup pulls together a CRM, an email tool, messaging, an invoicing app and a time-tracking app. Flowgration gives you the whole set in one product, one login and one customer record.See full pricing →

FlowgrationCapability
CRM with contacts, companies and pipeline
Email marketing + AI templates
Visual journey builder with business triggers
Native SMS + WhatsApp Business conversations
Orders and products from WooCommerce and Shopify
Invoicing with tax by country, credit notes and proformas
Quotes with e-signature, orders and delivery notes
Treasury: receivables, payables and cash forecast
Time clock, leave requests and team calendar
Bookings with calendar sync and reminders
AI assistant in every module, with your permissions
Web analytics with visitor identification and journey triggers
Per-module and per-section access, plus 2FA
A free plan to start

Every plan includes the platform. Limits and the more advanced features depend on the plan: see the pricing page for the detail.

Five plans, one flat price each

Start on Free with 500 contacts or try any plan for 14 days with everything unlocked. Pay more only when your team or your volume grows. Invoicing and quotes are in every plan; treasury and the time clock start on Growth.

Prices in EUR, excl. VAT. Your bank converts automatically.

Free

Try it with real data, no card.

Free
  • 1 user
  • 500 contacts
  • 500 emails / month
  • 10 sales documents / month
  • CRM + 1 pipeline + custom fields
  • Invoices and quotes (“Made with Flowgration” footer)
  • 1 mailbox, double opt-in and domain check
  • 1 email journey
  • WooCommerce, WordPress and Shopify plugins
  • 1 API key
Start free

Essential

For freelancers and micro-businesses that invoice and sell.

€7.50/month

€90 billed yearly · or €9/month paying monthly

  • 2 users (extra users €5/month)
  • 2,500 contacts
  • 5,000 emails / month
  • Everything in Free
  • Unlimited sales documents, no branding
  • Scheduled mass sends
  • Quote e-signature, product catalogue, booking deposits
  • Online invoice payments (your Stripe) + free accountant seat
  • Orders, bookings and media library
  • 5 email journeys
  • Stripe sync, outbound webhooks, unlimited API keys
  • Web analytics (50,000 events / month)
Get Essential
Most popular

Growth

Most popular: your team, multichannel automation and time clock.

€24/month

€290 billed yearly · or €29/month paying monthly

  • 5 users (extra users €5/month)
  • 10,000 contacts
  • 30,000 emails / month
  • Everything in Essential
  • 3 sales pipelines
  • A/B tests with automatic winner
  • WhatsApp templates and SMS / WhatsApp conversations (your own Twilio / Meta account)
  • Recurring invoices and price lists
  • Custom roles and section-level permissions
  • Treasury and automatic invoices from journeys
  • Time clock and leave for 10 employees
  • AI assistant in every module (1,000 credits / month)
  • 25 journeys, 100 segments
  • Web visitor identification and web triggers in journeys
Get Growth

Pro

Teams of 10 to 25: A/B tests, roles and advanced analytics.

€49/month

€590 billed yearly · or €59/month paying monthly

  • 10 users (extra users €5/month)
  • 25,000 contacts
  • 100,000 emails / month
  • Everything in Growth
  • Unlimited pipelines
  • AI recommendation on A/B tests
  • Record visibility and IP allowlist
  • Custom dashboards, KPI alerts, cohorts and attribution
  • Time clock for 25 employees
  • 3,000 AI credits / month
  • Priority support (8 business hours)
Get Pro

Business

25+ people: SSO, audit logs, full BI and SLA.

€99/month

€1,190 billed yearly · or €119/month paying monthly

  • 25 users (extra users €5/month)
  • 100,000 contacts
  • 300,000 emails / month
  • Everything in Pro
  • SSO / OIDC (Google, Microsoft, Okta)
  • Audit logs + CSV export
  • Full BI / analytics suite
  • Custom integrations
  • Time clock for 50 employees, 10,000 AI credits / month
  • Dedicated onboarding, assisted migration and SLA
Get Business

You decide who sees what

Give each teammate access to exactly the modules they need, from the CRM to invoicing and HR. Keep SMS, WhatsApp and email credentials encrypted, and lock the workspace to your office IPs when you need to.

Roles and permissions

Owner, admin and member roles, with a separate access level for each module.

Encrypted credentials

SMS, WhatsApp and email credentials are stored encrypted in the database.

Controlled invitations

Invite users by email with specific per-module permissions.

Per-module access

Switch CRM, journeys, orders, invoicing, sales, treasury, HR, media, analytics or workspace on or off per user.

Protected domain

Users from your domain must be invited if your company already has an account.

SSL and encryption

TLS in transit, hashed passwords and signed webhooks. Good practices built in.

Control and compliance

Advanced controls for growing teams.

API keys, custom roles, IP allowlist, record visibility, audit logs and SSO. Each control sits in a specific plan, so check the pricing page to see where.

Advanced control

API keys

Build on the API. Generate Bearer sk_live_… keys with scopes and expiry, stored hashed and revocable instantly.

flowgration.config
$

Built for every kind of business

From solo founders to multi-team organizations, Flowgration adapts to your vertical.

Professional services

Agencies, law firms, consultants. Manage leads, send quotes, turn accepted quotes into invoices, automate follow-ups and track your team's hours.

CRM, quotes, invoicing, email and time clock in one place

Ecommerce and retail

Abandoned-cart flows, order summary emails, automatic invoices, post-purchase sequences and VIP segmentation, all fed by your orders.

WooCommerce / Shopify sync + email + SMS + WhatsApp + invoicing, native

SaaS and tech startups

Onboarding journeys, feature announcements, churn prevention and product-qualified lead scoring.

CRM + email + SMS + webhooks + team collaboration

Real estate

Centralize property enquiries, nurture automatically by zone and budget, and reach buyers on every channel.

Drip campaigns + SMS / WhatsApp reminders + prospect pipeline

Health and wellness

Appointment reminders by SMS / WhatsApp, client history and win-back campaigns for clinics and gyms.

CRM + booking calendar + SMS / WhatsApp + automations

Education and training

Student CRM, drip course emails, enrolment funnels and progress dashboards for instructors and academies.

CRM + email drips + booking calendar + team workspaces

Works with the tools you already use

Native integrations for the channels that matter. Webhooks and a REST API for everything else.

W
WooCommerce
Official plugin on WordPress.org
S
Shopify
Orders and customers sync
S
Stripe
Payments & subscriptions
T
Twilio
SMS worldwide
M
Meta Cloud API
WhatsApp Business
G
Gmail & Outlook
Connect your mailbox
S
SMTP / IMAP
Any email provider
H
Holded
Import companies and contacts
S
SSO / OIDC
Google, Microsoft, Okta
R
REST API
Scoped API keys
W
Webhooks
Signed, retried, logged
W
WooCommerce
Official plugin on WordPress.org
S
Shopify
Orders and customers sync
S
Stripe
Payments & subscriptions
T
Twilio
SMS worldwide
M
Meta Cloud API
WhatsApp Business
G
Gmail & Outlook
Connect your mailbox
S
SMTP / IMAP
Any email provider
H
Holded
Import companies and contacts
S
SSO / OIDC
Google, Microsoft, Okta
R
REST API
Scoped API keys
W
Webhooks
Signed, retried, logged

FAQ

Need more detail? Head to the full FAQ or the tutorials.

Talk to us

Questions? Demo? Custom plan?

Drop us a line — we read every message and reply within one business day.

Bring your whole business into one place. For free.

Two minutes to sign up. No credit card. No 6-month rollout. Start on the Free plan with 500 contacts and upgrade only when you grow.

Free plan with 500 contacts. Upgrade whenever you want.