Every lead and customer, organized your way
Build contact lists with the exact fields you care about, track where each person sits in your pipeline, and find anyone in seconds.
- Custom fields on every list
- Pipeline status from lead to customer
- Quick-view details and instant search
What you can do with crm
A CRM is only useful if it matches how you actually work. Flowpera lets you shape each list around your own data, fills it automatically from your forms and bookings, and keeps it clean — so the pipeline in front of you is always current.
Lists built around your data
Start from a catalog of common fields — name, email, country, lead source, status and more — or add fully custom fields for anything specific to your business.
A pipeline you can see
Move contacts through lead, contacted, qualified, customer and lost, so you always know who needs attention next and what's actually converting.
Quick view, no digging
Open any contact for a clean summary of their details, source and history — without leaving the list or losing your place.
Search that finds anyone
Filter and search across a list in an instant, whether you remember a name, an email fragment or which source a lead came from.
Stats that mean something
A CRM dashboard shows total contacts, growth this week, and a breakdown by status, source and list — so you see the shape of your pipeline at a glance.
Shared with the right people
Grant the contacts module per teammate, so everyone works from the same up-to-date lists while only seeing what's theirs to handle.
Up and running in a few steps
- 1
Create a list
Name it, then choose the fields to store from the starter catalog or add your own custom columns — text, dropdowns, notes, whatever fits.
- 2
Fill it automatically
Point a booking form or custom form at the list and new contacts arrive on submit, deduped by email so duplicates never pile up.
- 3
Work the pipeline
Set each contact's status as they progress, add notes and custom-field values, and open a quick view for full context whenever you need it.
Your database stays clean on its own
Contacts arrive automatically from booking forms and custom forms, deduped by email, so you're never re-typing details or chasing duplicates. Everyone on your team sees exactly the lists they've been given access to, and every contact remembers where it came from.
- Auto-capture from forms and bookings
- Deduplication by email on every sync
- Per-module access for your team
Built for the way you work
Sales teams
Track every lead from first touch to closed deal, with a status on each contact and a dashboard that shows what's converting this week.
Service businesses
Keep one clean customer list with custom fields for the details you actually need, and let bookings top it up automatically.
Growing startups
Segment leads by source to see which channels work, then grant the contacts module to new hires without exposing everything else.
Questions, answered
Can I add fields that aren't in the catalog?
Yes. Alongside the starter fields, add fully custom columns to any list — as many as you need — and they'll appear on every contact and in your form mappings.
How are duplicate contacts handled?
Every incoming contact is matched by email. If someone already exists in the list, their record is updated in place instead of creating a copy.
Can different team members see different lists?
Yes. Access is granted per person through the contacts module, so each teammate works from exactly the lists you've shared with them.
Works beautifully with
Ready to try crm?
Start free today — no credit card required — and turn on the modules you need.