CRM
Build stronger relationships with less effort
Workflo CRM keeps every client detail, deal, and conversation in one organized view so your team always knows what’s next.
CRM
All your relationships, organized
All your relationships, organized
Unified Contact List
Store and manage all client details with quick search and filters.
Deal Tracking
Visualize your entire sales process and never lose sight of opportunities.
Activity Timeline
See every note, message, and file shared with a client in one thread.
Stay connected and on track
Stay connected and on track
Task Integration
Turn client interactions into actionable to-dos connected to projects.
Real-Time Sync
See updates instantly across the team in sales or support.
Reminders & Follow-ups
Automatically remind teammates to reach out or update a lead.
More Features
Everything you need in one place
This is where it begins. Together with Workflo’s full toolkit, these features help your team stay coordinated and efficient.
Frequently Asked Questions
Curious about how Task Management can help your team stay organized and on the same page?
What is Workflo CRM?
Workflo CRM helps you manage clients, deals, and conversations in one organized workspace. It simplifies relationship tracking and keeps your team aligned from first contact to closed deal.
How is it different from other CRMs?
Workflo CRM is built for clarity and teamwork. It connects directly with your projects and tasks so you can turn client updates into actions without switching tools.
Can I track follow-ups and reminders automatically?
Yes. You can schedule reminders and follow-ups to make sure no client or opportunity slips through the cracks.