LeadFlow CRM combines custom dynamic form generation, real-time lead ingestion, visual sales pipelines, and role-based agent tracking in one unified interface.
99.9%
Uptime SLA
1.2M+
Leads Ingested
< 150ms
Form Response
4.9/5
Satisfaction
Built for High-Growth Sales Teams
A comprehensive system crafted to eliminate spreadsheets, optimize follow-ups, and empower agents.
Design custom lead forms (loan requests, contact sheets, registrations) with custom layouts and drag-and-drop fields. Share links or embed anywhere.
Invite team members with detailed role profiles: Admins, Managers, and Agents. Control visibility permissions and log manual activities dynamically.
Instantly export filtered lead listings into standard un-styled Microsoft Excel spreadsheet sheets. Clean data ingestion for other platforms.
Track status updates, assignment logs, and edits in detailed historical chronological timelines for each customer query. Keep record integrity intact.
Assess response metrics, form conversion rates, qualified deal progress, and team performance directly inside the visual charts screen.
Enterprise security policies restrict member visibility checks to ensure data separation. Multi-tenant architecture protects customer contacts.
Your client data is secure. With our newly optimized flat member-level authorization rules, organization information is fully separated. Agent accesses are scoped to organization member pools to block unauthorized access completely.
Frequently Asked Questions
Yes! We have customized our workflow settings so every team member, regardless of editing permissions, has access to the "Mark as Done" buttons to close sales deals quickly.
Once you construct a form layout inside the CRM Dashboard, the system produces a dedicated sharing URL. Anyone filling out that web page forms has their entry recorded immediately in your database.
None. You can add leads manually using the "New Lead" form creator, which reads the target form template structure and saves it to Firestore.