CRM for Crypto Companies
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.
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.
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.
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.