DealFlow by Sampledge
Close smarter. Grow faster. Flow beyond limits.
One workspace for leads, deals, automation, quotes and revenue analytics. The AI shows its reasoning, stays inside each person’s permissions, and asks before it acts.
The Free plan covers 2 users with no card required.
What is in the box
Core CRM
Leads, contacts, companies and deals with Kanban pipelines, custom fields, CSV import and export, and search.
Automation Studio
Workflows with conditions, delays and approval steps, a simulator to test them first, and signed webhooks.
Revenue Copilot
AI assistance for lead qualification, deal risk and drafting, with the reasoning shown and a person approving anything that leaves DealFlow.
Quotes and contracts
Product catalogue, price books, tax rates, discount approvals, versioned quotes and contract renewals.
Marketing
Consent-aware segments, hosted lead forms you can embed, and campaign attribution to leads and won deals.
Revenue intelligence
Forecasts with scenarios, targets, win rates and revenue by source, computed from your own records.
Customer success
Rule-based health scores with the reasons listed, escalations and renewal reminders.
Built for teams
Roles and permissions, an append-only audit log, and workspace isolation enforced in the database.
AI features draw on each plan’s monthly AI credit allowance. When it is used up they pause until the next month; nothing is charged automatically.