Flow makes sure every lead gets handled — fast. Capture, validate, score, route, follow up, book. No chaos. No lead leakage.
Speed-to-lead
< 60s
Be first. Win deals.
Follow-up
Autopilot
Cadences that don’t forget.
Visibility
Receipts
Know exactly what happened.
They add AI features that look modern. They don’t run the operation.
Cosmetic. Still requires opening the CRM, thinking, clicking, and sending.
Only helps if the agent already lives in the CRM (most don’t).
Not an orchestrator. Doesn’t coordinate multi-step systems across tools.
Why agents still complain:
Missed leads
Slow response
Inconsistent follow-up
Scattered data
No visibility into what happened
Too many tools, no system
CRMs give AI content inside a UI. Flow gives operations end-to-end: ingestion, scoring, routing, cadences, CRM sync, audit trail, and ongoing tuning.
Automation replaces manual labor
Flow runs end-to-end so you stop doing busywork.
Lead comes in → validated → scored → synced → messaged → followed-up → booked
Zero context switching. Zero “what do I do next?”
Works even if you don’t live inside your CRM
Orchestrates tools CRMs can’t control
Ads, forms, portals, SMS, calendars — unified.
Multi-source ingestion across your stack
Flow sits above your CRM and drives execution
Routing + follow-up happens across tools, not inside one app
Built per agent (done-for-you)
Your rules, your voice, your system — tuned over time.
Custom cadences, scoring, routing, scripts
White-glove onboarding + ongoing tuning + support
Agents buy outcomes: booked appointments, not features
Advantage in one line
CRMs ship AI prompts inside a UI. Flow runs your operation end-to-end — capture, validation, scoring, routing, multi-step cadences, CRM sync, audit trail, and monitoring.
Simple for agents. Powerful under the hood.
STEP 01
Capture
Leads land from forms, portals, calls, and referrals — in one place.
STEP 02
Validate
Inputs get cleaned into structured fields (no messy notes).
STEP 03
Score
Intent + urgency + timeline signals drive priority automatically.
STEP 04
Route
Right pipeline, right stage, right assignment — no bottlenecks.
STEP 05
Follow up
SMS + email + tasks + rescue sequences run without forgetting.
STEP 06
Book
Turn interest into booked calls with logging and receipts.
STEP 07
Prove + Improve
Audit trail + activity feed so you tune what works.
Click any screen to expand it full-size.
And many more.
Flow is a complete lead operating system: acquisition → ops → follow-up → CRM sync → receipts.
Acquisition (Lead Capture)
Custom marketing page (lead capture) connected into Flow
AI chatbot on your marketing page (FAQ + qualification + capture)
AI receptionist (answers calls, captures info, qualifies, routes)
After-hours coverage + missed-call rescue so leads don’t sit
Lead forms + intake flows wired into your pipeline
Multi-source ingestion support (ads, portals, forms, calls, referrals)
Speed-to-Lead + Routing
Structured lead intake (clean data, not messy notes)
Lead scoring (urgency, intent, buyer/seller, timeline signals)
Routing rules (agent assignment, pipeline assignment, fast lanes)
AI receptionist routing rules (who gets what lead + when)
High-intent escalation paths (priority handling + tighter cadence)
Follow-up Engine
Smart Follow-up Queue with prioritized next actions
AI-assisted message drafts aligned to your voice + scenario
Multi-step cadences (SMS + email + tasks) with timing controls
No-response rescue sequences + escalation playbooks
Manual override + send-now controls when you want to take over
Ops Console (Visibility)
Custom Flow dashboard (ops view + pipeline + automation controls)
Real-time activity feed (searchable + filterable event stream)
Audit trail timeline (receipts: what happened, when, why)
System health view (modules + sync status + operational confidence)
CRM Layer (Clean Sync)
CRM Integration Blueprint (fields, statuses, tags, pipelines)
Status mapping + pipeline mapping (buyer/seller paths)
Sync health checks + guardrails to keep your CRM clean
CRM stays system-of-record; Flow runs the operation above it
Bookings + Outcomes
Booking flow support (calendar handoff + logging)
Speed-to-lead visibility + follow-up consistency signals
Cleaner pipeline = fewer missed handoffs and more conversions
White-Glove Service + Support
White-glove onboarding (done-for-you setup, not DIY)
Ongoing tuning (cadences, scoring, routing updated over time)
Direct support from me (fast adjustments, not dead tickets)
Your system gets better over time — not stale automation
Reliability (So it doesn’t silently die)
Monitoring mindset: system health + fallbacks
Guardrails + error handling so workflows don’t silently break
Operational consistency without you babysitting tools
Flow is a premium, done-for-you operating system. Final numbers depend on lead volume, CRM complexity, and how aggressive you want the follow-up.
One-time onboarding to wire lead capture, intake, routing rules, cadences, CRM mapping, and receipts.
Ongoing iteration so the system improves over time, not a stale automation that dies quietly.
Most agents invest less than the value of one closed deal to eliminate lead leakage and speed up response.
Soft anchor
Typical investment range
Most setups start in the low four figures. Ongoing support is a monthly investment based on volume + complexity.
You’re not buying software — you’re buying a system
Pricing is scoped after a 15–20 minute demo + intake
If you want DIY tools, Flow is not for you
What determines your price
The demo is where we scope correctly so you don’t get generic pricing for a non-generic system.
Lead volume
How many leads + how fast you need response.
CRM complexity
Fields, pipelines, tags, and sync rules.
Cadence aggressiveness
How many touches, channels, and rescue paths.
Routing rules
Teams, territories, fast lanes, and escalations.
Agents don’t buy tools. They buy outcomes: faster response, more follow-up, more booked appointments.
Cadences don’t forget. Rescue sequences run automatically. Less lead rot.
Speed-to-lead becomes a system — not a mood. Be first, consistently.
Structured data + mapping means fewer messes, fewer missed handoffs, more clarity.
If you’re serious, act serious.
Book a demo. I’ll show Flow running end-to-end — live.
Remove friction. Handle objections. Make the decision easy.
Real estate agents/teams who want zero lead leakage, faster speed-to-lead, and consistent follow-up — without living inside 10 tools all day.
No. Flow sits above your CRM and syncs cleanly into it. Your CRM stays the system of record. Flow runs the operation.
No. Most CRMs add AI to draft messages inside the UI. Flow is an operating system: capture → validate → score → route → follow up → book → prove it.
Fast. A working version can be live quickly. The real value is tuning routing + cadences to match your business so it performs consistently.
A complete system: marketing page + AI chatbot + AI receptionist + custom dashboard + lead pipeline + follow-up engine + CRM mapping + audit trail + ongoing support.