Omnichannel CRM

Every conversation in flow.

FlowChat brings lead capture, CRM, messaging, marketing, and documents into one tenant — from the first website visit to a signed quotation. An omnichannel CRM is software that puts every customer conversation — website chat, WhatsApp, email — into one shared inbox and one contact record, instead of scattering them across separate tools that never sync. FlowChat goes further: it captures leads directly (via a Chrome extension and an intent-monitoring feed), qualifies them in a CRM, engages across every channel, and closes with branded documents.

Find leads → manage in CRM → converse on chat, WhatsApp & email → close with Documents.

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8Product modules

31Unique product screens

12Named differentiators

1Data model, every channel

Why FlowChat

Twelve differentiators, one platform

Omnichannel messaging hub

One shared inbox for website chat, email, WhatsApp, and social — agents don't juggle five separate apps to answer one customer.

True multi-tenant SaaS

Accounts, roles, inboxes, and automation are isolated per tenant — built for agencies running multiple client workspaces from one platform.

End-to-end Flow journey

LeadSnapper and Lead Monitor feed the CRM, which feeds chat/email/WhatsApp engagement, which feeds Documents at close — one data model.

LeadSnapper → CRM sync

Google Maps and search-based lead capture with Hot/Warm/Cold scoring syncs straight into Flow CRM, with no manual re-entry step.

BYOK enrichment, staged apply

Enrichment providers suggest field updates; nothing overwrites a contact record silently. You review suggestions field-by-field before they apply.

Global company registry

Contacts auto-link by corporate email domain, so B2B accounts stay grouped correctly without manual tagging.

Campaign-only email marketing

No accidental sends. Every campaign requires a test-send gate and explicit admin launch — imports and chat activity never trigger an email on their own.

Marketing compliance built in

Unsubscribe handling, List-Unsubscribe headers, and bounce/complaint suppression are default behaviour, not an add-on you configure later.

Tenant-owned senders and AI

Each tenant connects its own email service provider and AI keys through Connected Services — nothing routes through a shared identity.

Documents in the same tenancy

Quotes and invoices carry your brand, verify tokens, and QR codes — generated from the same tenant as the conversation that led to them.

WhatsApp CRM sibling

Pipelines and broadcast campaigns run with single sign-on and contact sync back to Flow — WhatsApp is a first-class sibling module.

Lead Monitor intent feed

Verified buying-intent leads flow continuously into CRM, rather than arriving as a periodic export someone has to import by hand.

What's inside

Eight modules, one tenant

Chat & Inbox

A shared live chat inbox for every conversation — open, pending, resolved, and snoozed views filterable by assignee, label, or priority. Conversations route to the right agent or team, carry labels and private internal notes, and follow a standard lifecycle with CSAT collection built in.

Contacts (Flow CRM)

The system of record for every lead and customer, whether they arrived via LeadSnapper, chat, an import, or enrichment. Unified profiles hold email, phone, type, and custom attributes. The company registry links contacts by domain for B2B clarity.

Marketing

Multi-step email campaigns with explicit recipients — nothing auto-sends on import or from a chat interaction. The campaigns workspace, composer, and recipients list sit alongside a sequence builder for automated follow-ups, campaign stats for opens/clicks/stops, and a template library for reusable, approved content.

Documents

Quotations, invoices, proposals, SLAs, and NDAs — branded with your logo, letterhead, and signatures, drawing from a shared product/service catalogue. Every document carries a verify token and QR code.

LeadSnapper (Chrome extension)

Scans Google Maps and search results to capture local and B2B leads fast, scoring each one 0–100 as Hot, Warm, or Cold. Captured leads push into Flow CRM via a sync tab and API keys.

WhatsApp Automation

A shared WhatsApp inbox for assigning and resolving chats, pipelines for moving opportunities through stages, and compliant broadcast campaigns using approved templates.

Lead Monitor

Tracks buying intent across sources via keyword monitoring, verifies prospects to reduce outreach noise, and pushes qualified, verified leads straight into Flow Contacts.

Settings & Analytics

Configure accounts, agents, teams, and security controls in one place, alongside conversation and agent performance analytics — volume trends, response speed, workload visibility, and CSAT reporting where enabled.

Product screens

31 unique screens across the platform

Captured from the live product across chat, CRM, marketing, documents, LeadSnapper, WhatsApp Automation, Lead Monitor, and settings & analytics.

Chat & Inbox

Shared inbox — One place to see, assign, prioritize, and resolve every website and channel conversation. — **Shared inbox**One place to see, assign, prioritize, and resolve every conversation.

Conversation thread — Agents work the full conversation timeline in one view. — **Conversation thread**Agents work the full conversation timeline in one view.

Website widget — Branded chat widget visitors actually use — the channel customers see. — **Website widget**The branded channel customers actually see.

Inboxes list — Every connected inbox in one management view. — **Inboxes list**Every connected inbox in one management view.

Inbox configuration — Inbox config controls which channels feed the shared inbox. — **Inbox configuration**Controls which channels feed the shared inbox.

Contacts (Flow CRM)

Contacts list — Unified profiles — every lead and customer from LeadSnapper, chat, import, or enrichment. — **Contacts list**Every lead and customer from LeadSnapper, chat, import, or enrichment.

Contact timelineFull history and quick actions from one profile.

Marketing

Campaigns list — Multi-step campaigns with explicit recipients — never auto-send on import or chat. — **Campaigns list**Explicit recipients — never auto-send on import or chat.

Composer — Plan and compose campaigns before they go anywhere. — **Composer**Plan and compose campaigns before they go anywhere.

Recipients — Explicit recipient lists — no accidental blasts. — **Recipients**Explicit recipient lists — no accidental blasts.

Admin launch — A required admin gate before any campaign actually sends. — **Admin launch**A required admin gate before any campaign sends.

Sequence builder — Orchestrate automated follow-up sequences. — **Sequence builder**Orchestrate automated follow-up sequences.

Campaign stats — Opens, clicks, and stops measured per campaign. — **Campaign stats**Opens, clicks, and stops measured per campaign.

Template library — Reusable, approved templates instead of rebuilding every campaign from scratch. — **Template library**Reusable, approved templates.

Segments — Segment contacts for targeted, relevant campaigns. — **Segments**Segment contacts for targeted, relevant campaigns.

Marketing health — Surfaces ESP connection issues before they become a deliverability problem. — **Marketing health**Surfaces ESP issues before they hurt deliverability.

Email marketing settings — Sender identity and subscription defaults in one place. — **Email marketing settings**Sender identity and subscription defaults.

Campaign analytics — Campaign performance data for marketing operators. — **Campaign analytics**Performance data for marketing operators.

Documents

LeadSnapper (Chrome extension)

LeadSnapper — Scans Google Maps and search, scores Hot/Warm/Cold, and syncs straight into Flow CRM. — **LeadSnapper**Scans, scores Hot/Warm/Cold, syncs straight into Flow CRM.

WhatsApp Automation

Lead Monitor

Settings & Analytics

Account & logoBranding, people, routing groups, and security controls.

Agents — Manage agent accounts and permissions. — **Agents**Manage agent accounts and permissions.

Teams — Group agents into routing teams. — **Teams**Group agents into routing teams.

Security — Tenant-level security controls. — **Security**Tenant-level security controls.

Labels — Tag conversations for faster triage. — **Labels**Tag conversations for faster triage.

Canned responses — Speed up agents with pre-approved reply text. — **Canned responses**Speed up agents with pre-approved reply text.

Auto messages — Automated messages triggered by conversation events. — **Auto messages**Triggered by conversation events.

Integrations — Webhooks, API keys, and Connected Services for external systems. — **Integrations**Webhooks, API keys, and Connected Services.

Analytics dashboard — Volume, response speed, and agent performance — the data behind coaching decisions. — **Analytics dashboard**Volume, response speed, and agent performance.

Who it's for

Built for capture-through-close, not just conversation

Sales teams

LeadSnapper, Lead Monitor, CRM, campaigns, WhatsApp, and Documents cover capture through close in one platform.

Support & success teams

A shared inbox, branded widget, CSAT collection, and canned replies keep conversation continuity without app-switching.

Agencies & operators

True multi-tenant SaaS with BYOK means messaging can be resold or run as a product in its own right, not just used internally.

Pricing

Free forever — Growth from £49/mo

Free is £0 / €0, forever, with no time limit. Starter is £25 (€29)/month, Growth is £49 (€55)/month — the most popular plan — and Business is £79 (€89)/month. Priced per workspace, not per agent seat.

Free — £0

2 agent seats, web live chat widget, 500 contacts, 200 conversations/month.

Growth — £49/mo

WhatsApp, Messenger, Instagram, SMS, automation rules, and AI suggestions. Most popular.

Business — £79/mo

SLA policies, custom roles, SAML SSO, audit log viewer, and AI Captain.

See full pricing Compare vs CX platforms

Frequently asked questions

Common questions about FlowChat

What is an omnichannel CRM?

An omnichannel CRM combines website chat, WhatsApp, email, and other channels into one shared inbox and one contact record per customer, so conversations and history stay connected regardless of which channel a customer used.

How does WhatsApp automation work for sales teams?

FlowChat's WhatsApp Automation module gives teams a shared WhatsApp inbox for assigning and resolving chats, pipelines for tracking opportunities, and compliant broadcast campaigns — all synced with the same CRM record as email and chat.

How do I sync leads from a Chrome extension into a CRM?

FlowChat's LeadSnapper extension scores captured leads Hot, Warm, or Cold directly in the browser, then pushes them into Flow CRM through a sync tab and API keys — landing in Contacts automatically.

Is there a best CRM for agencies managing multiple clients?

Agencies need true multi-tenant isolation — separate accounts, roles, inboxes, and automation per client — plus BYOK support so each client can connect their own service providers. FlowChat is built around that model.

What makes an email marketing platform compliant?

At minimum: default unsubscribe handling, List-Unsubscribe headers, and automatic bounce/complaint suppression. FlowChat builds these in as default behaviour, alongside a mandatory test-send gate before any campaign can go live.

What is intent-based lead monitoring?

Lead Monitor tracks buying-intent signals across sources via keyword monitoring, verifies which prospects are genuine, and pushes only verified, qualified leads into the CRM — reducing manual filtering.

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