A tour of the Flowdeal interface

Before you dive in, it's worth getting familiar with Flowdeal's main areas. You can reach every module from the left-hand menu.

The main modules

• Pipeline, your visual sales process, where deals move between stages.
• Contacts, every customer, lead and company in one place.
• Inbox, email built right into the CRM.
• Activities, a calendar of calls, meetings and tasks.
• Reports, analytics and revenue forecasting.

The top bar

The top bar holds global search, the "+ New" button for quick creation, plus notifications and account settings.