A CRM and sales pipeline your team will actually use

Enflow OS is a CRM with a drag-and-drop pipeline for every deal, plus leads, contacts and customers in one place. You see each deal's value, stage and history, forecast the month, and find deals that are stuck, on flat-rate plans instead of per-seat pricing.

Every plan. Multiple pipelines on the OS plan and above.

How it works

  1. Set up your stages. Start from an industry template or build your own stages with win percentages.
  2. Work the board. Drag deals between stages, log calls, notes and emails, and set the next task.
  3. See what's coming. Forecasts, quotas and the sales cycle report show what will close and what's stuck.

What's included

Drag-and-drop pipeline

Deal cards with value, timeline and contact, and a full history of every move.

Leads, contacts and customers

Lead scoring, lifecycle stages, custom fields, households and customer health.

Industry templates

One-click setup for events, home services, real estate, agencies, salons, medical, construction and B2B SaaS.

Forecasts and quotas

Commit, best case and pipeline categories, with monthly or quarterly quotas.

Tasks and reminders

Tasks with due dates, checklists and recurrence, tied to the deal.

Team access controls

Choose what each person can see and change, down to only their own deals.

Examples by industry

Sales teams

One pipeline per product, quotas per rep and a forecast the manager trusts.

Agencies

A pipeline for new business and a separate workspace for each client.

Event & rental companies

Inquiry to booked to event date, with the event details on every deal.

FAQ

Is Enflow OS priced per seat?

No. Plans are flat monthly prices with a set number of seats included: 1 on Core, 5 on Plus, 15 on OS and unlimited on Agency.

Can I have more than one pipeline?

Yes. Multiple pipelines are available on the OS plan and above.

Can I import from another CRM?

Yes. Import leads and contacts from a CSV export of your old CRM.

Can reps only see their own deals?

Yes. Staff access roles let you limit people to their own leads and deals, and hide deal values.

Related features