The full history on every contact
Conversations, deals, activities and notes on one record.
Contacts
Every customer and conversation in one place, with no per-contact fees.
One record per customer holds their conversations, deals, notes, tags and lifetime value, so you remember every detail when they come back.
From $49/month
or $41/month billed yearly · Starter plan
Full Growth features. No credit card needed.
What you get
- The full history on every contact
- Lifetime value and tags
- A duplicate check on new contacts
- CSV import and export
Customer details get lost between jobs
A customer from last year calls back, and you can't find what you quoted or how they found you. The details are in old messages, a notebook and someone's memory.
How it works
- 01
A customer messages you
From your website chat or WhatsApp, at any hour. CustomerFlows notes which ad or page they came from.
- 02
The AI answers from your information
Your services, prices, hours and area: it answers from what you've told it about your business, not from the internet.
- 03
It asks your questions
The job, the place, how soon: whatever you need to know before you call back.
- 04
The lead is ready for you
The conversation and the answers wait in your inbox, and the lead sits in your pipeline, tied to its source.
How CustomerFlows does it
Lifetime value and tags
See what each customer is worth and group customers your way.
A duplicate check on new contacts
CustomerFlows looks for an existing match before adding someone new.
CSV import and export
Bring your list from a spreadsheet or another CRM, and take it with you any time.
Contacts, in detail
A customer contacted you a year ago and now they are back for something bigger. CustomerFlows keeps what you discussed, what you quoted and where they came from in one record.
One record per customer
Everyone who contacts you gets a contact record with their details, where they came from, and every conversation and deal. Browse contacts as a sortable table or as cards.
See what each customer is worth
Each contact shows their lifetime value, the total across their deals, along with their activities, notes and current relationship status. The lead detail page shows the history behind each lead.
Tags that fit your business
Tag customers in ways that match how you work, such as returning, commercial or VIP, and filter to the group you need.
Fewer duplicates
When a new contact is created, CustomerFlows checks for an existing match so the same customer isn't added twice. If two records do slip through, you can merge them by hand.
Bring your list, take your list
Import contacts from a spreadsheet or another CRM with a CSV file, and export them whenever you like. Your data is yours.
Unlimited contacts on every plan
Your price is the same with 100 contacts or 100,000. There are no per-contact fees on any plan.
Why speed decides who gets the work
In a study of more than 2,000 companies, businesses that tried to contact a new lead within an hour were nearly seven times as likely to qualify it as those that waited longer.
- to the AI's first reply on a new inquiry
- Seconds
- free with every Growth feature, no credit card
- 14 days
- adds website chat and tracking to your site
- 1 script
- per contact, on every plan
- $0
One flat price, with no per-contact fees
Starter
For solo operators getting started with lead capture.
$49/month
or $490/year (about $41/month)
- ✓2 CRM pipelines
- ✓Unlimited custom fields
- ✓AI lead qualifier on website chat and WhatsApp
- ✓Google + Meta attribution
- ✓Unlimited contacts
- ✓2 team seats
14 days free with Growth features. No credit card required. Compare all plans
Questions
Do you charge per contact?
No. Every plan includes unlimited contacts, and there are no per-contact fees.
Can I import my existing contacts?
Yes. Import a CSV file from a spreadsheet or another CRM, and export your contacts whenever you like.
Is there a free trial?
Yes. Every new workspace gets 14 days free on the Growth plan, with every feature. No credit card is needed to start. Before the trial ends, you add a card and choose your plan; nothing is charged unless you do. If you choose Starter, everything you set up is kept and your automations pause until you move to Growth or Scale.