Contact Sales

CRM for Crypto Companies

Boost your sales performance with Flowlu, an all-in-one cloud-based CRM for crypto brokers. Get all the benefits of automated sales processes, fully-packaged project modules, and financial tools to manage your crypto projects from end to end.
Flowlu - CRM for Crypto Companies
All your information is stored and encrypted using the TLS protocol.
Explore the seamless onboarding and knowledge base.
Everything for planning, managing and analyzing your projects.
Fully customizable
Customize Flowlu to meet exactly your needs.
Everything to manage deals
Save your time switching between apps and manage, store, and organize all the information in Flowlu, the best CRM for blockchain projects. Even if you already use a CRM, crypto projects require lots of financial and project management tools, and Flowlu can handle everything at once.
Flowlu - Everything to manage deals

Manage Sales Pipelines and Opportunities

Among other CRMs for crypto companies, in Flowlu, you can create custom sales pipelines to predefine each stage of your sales. Organize sales opportunities, add custom values, and set automations to reach desired results. Link sales managers and plan budgets for each opportunity, or attach documents so you don't miss important details.

CRM for Crypto Companies

Keep Information of Your Clients Organized

With a fully customizable CRM for cryptocurrency traders, you can store any contact information from your clients in Flowlu. Securely store financial information, verification documents, and other important attachments unique to each CRM account of your client. Telephony integration will help you carefully store call logs, while advanced settings will prevent a contact from being duplicated.

CRM for Crypto Companies

Automate Your Workflows

Automation is everything to build a seamless sales process. In Flowlu, you can easily automate your sales process, project workflows, and invoicing to ensure a smooth process of successfully closing deals. Don’t worry about missing any important updates; our customizable notifications will take care of keeping you in the loop.

CRM for Crypto Companies

Keep Track of Crypto Projects

Crypto projects are complex processes; whether it’s a listing or running a referral program, it’s essential to keep all important documents, financial information, cash transactions, and tasks of your teammates in one place. Flowlu has all the tools to automate and manage your crypto projects effectively.

CRM for Crypto Companies
A Portal for Your Clients
If you're working on an external blockchain project or working as an outsource agency, Flowlu is a top pick to keep your clients involved in the project management process. Flexible access rights and project portfolios allow your clients to see only those projects, invoices, and estimates that they’re allowed to see.
Flowlu - A Portal for Your Clients
End-to-end Onboarding
Verification is an important part of crypto projects and financial operations in general. To make the KYC process seamless and simple, Flowlu has an onboarding module, where you can create check-lists for your clients, so they can follow the verification step-by-step and ensure they provide you with all necessary documents.
Flowlu - End-to-end Onboarding
Deep Analysis
Flowlu allows you to analyze and create reports for all your activities: projects, tasks, finances, and sales opportunities. Various financial planning tools, such as budgeting, will help you better analyze your financial situation and invest wisely.
Flowlu - Deep Analysis
Integrate With Your Favorite Crypto Tools
Want to integrate your crypto CRM software with your favorite apps? Not a problem with Flowlu. Even if you didn’t find necessary integration within the various components presented in Flowlu, third-party integrators will solve this!
Flowlu - Integrate With Your Favorite Crypto Tools
The Whole Office at Your Fingertips
Even when you’re out of the office, stay in touch with your clients and teammates with Flowlu. Built-in messenger will keep you connected with teammates, while all essential modules, such as Projects, CRM, and Finances will show you any information you need. Stay on the line and won’t miss anything important.
Flowlu - The Whole Office at Your Fingertips
Crypto CRM Solution to Manage Your Deals
If you’re looking for the best CRM for crypto brokers, Flowlu is worth a try! With an unlimited 14-day trial, you can explore all the features and integrations to see how they boost your blockchain projects. Handle all your projects, clients, team collaboration, finances, and corporate knowledge at once.
  • A search engine for your sales
    Try Flowlu, the best CRM solution for crypto deals and projects. Explore multiple features that cover all your needs at once and stay in touch with your clients and stakeholders.
  • Email and telephony syncronization
    Keep all important data in a quick access with powerful telephony and email integrations. Activity log for each client or sales opportunity will show all last related activities.

Why businesses love Flowlu?

An Overall Excellent Product
Flowlu is one of those products that delights with every click on a new feature. I generally don't trust apps that try to be all things, but Flowlu is well designed with business needs and the end user in mind. I can honestly say I read every comparison I could find because making a change is a very big deal. The race was tight, and what he... Read more
Dr. Virginia R.
Dr. Virginia R.
Comprehensive solution for project management and CRM
Flowlu is a comprehensive solution for project management and CRM software. Especially when you don’t want to have a dozen separate systems and drown in integration efforts. The interface is easy to use, and there are some amazing features, such as fully automated task flow inside the system itself. It also has enough customization capabilities ... Read more
Tomas V.
Tomas V.
Flowlu allows businesses to manage projects from anywhere.
This software is great!! So easy to enter information and schedules. This solution keeps me very productive! I have a tendency to try to tackle too much at once and end up with an overwhelming number of unfinished tasks. I like the fact that I can share the tasks and lists with anyone just by using their email addresses. Read more
Alvin Buckley
Alvin Buckley
Events Services
Top notch
Flowlu is easy to grasp out of the gate. The UI/UX is way better than anything else I've tried. What I like most is everything! Flowlu has really thought things through and is looking even brighter for the future! Just take a look at their roadmap and you'll be nothing but impressed. They have a free trial period. I highly recommend yo... Read more
Marcos R.
Marcos R.
Chief Problem Solver
I just love it!
My company was looking for a CRM/Project Management/Client Portal and I immediately recommended Flowlu (I discovered it in my previous job and was seriously impressed). They were quick to implement once they saw what it could do, and they looked at lots of other software. It really does everything very, very well. They're improving all the ... Read more
Shimi M.
Shimi M.
Support Specialist
Pumped about Flowlu
I was looking for a viable platform that would make my business more profitable and easier to run and manage to meet my requirements for a very long time. Some platforms offer similar functions to Flowlu but Flowlu offers speed, performance and overall product quality. I am implementing and testing the platform now in several companies that I ru... Read more
Martin G.
Martin G.
Integrate with your favorite tools
Connect your existing apps and workflows with pre-made integrations
See how Flowlu works for your business. No credit card required.
Sign Up For Free
Success. Your request has been submitted. We'll contact you soon.
Error. Something went wrong. Please try again.
Coupon is Copied to Your Clipboard.