Flowly captures the lead, calls them from your browser, records the conversation, books the follow-up on Google Calendar with a Google Meet link, sends the quote, and chases it over email and WhatsApp — without leaving the workspace.
Flowly is a CRM and appointment-booking platform. It brings lead capture, calls, quotes, invoices, and scheduling into a single workspace, so teams manage their whole sales cycle without switching tools.
Why Flowly requests access to your Google Account. When you connect Google Calendar and Google Meet, Flowly uses your Google account data only to manage your bookings:
We never use your Google data for advertising and never share it with third parties beyond providing the service, and you can disconnect your Google account at any time. See our Privacy Policy and Terms.
Publish a hosted form or embed it anywhere. Every submission becomes a lead and can fire a workflow on arrival.
A full timeline per lead — calls, forms, notes and status changes — with tags and custom fields you define.
Dial straight from the lead with a built-in softphone. Calls are recorded, stored privately, and replayable in-app.
Chain steps with conditions: send email, send WhatsApp, generate a booking link, hit a webhook, create or update a lead.
Convert a won lead into a client once, keeping the history intact. Company details flow into every document.
Build line items with discounts and tax, move quotation → accepted → invoice, and export a branded PDF.
Track delivery after the sale with your own project and task statuses, due dates and recurring work.
A Calendly-style booking page. Connect Google Calendar and each booking creates a Google Calendar event with a Google Meet link, and respects your availability.
Drag your widgets into the shape you think in — pipeline, revenue, calls made, conversion, tasks due today.
Close a call and Flowly matches it to the right lead — or creates one. Set a next step and it writes the task, drops the event on your calendar, appends the call to the lead's timeline, and files the recording. No forms to fill in afterwards.
Bring your own accounts. Credentials stay scoped to your workspace and never touch the browser.
Create Google Meet events for every booking and sync your availability.
Transactional email from your own verified domain.
Message leads and groups through Green API.
SIP telephony powering the in-browser softphone.
Start on your own, or let us set everything up for you. No long contracts — upgrade or leave whenever.
Run it yourself, keep it lean.
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The full toolkit, set up with you.
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Done for you, comms on us.
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* Email & WhatsApp automations run on third-party APIs — Resend and Green API, reliable, industry-standard providers. Your sending limits follow the plan you hold with them.
** One-time setup is optional but highly recommended — we connect and configure every integration for you.