How long does it take to move to Flow?

Four days for most teams: decide the stages, import into a sandbox, wire the routing, then let the team in. Migration is included, and the old CRM stays readable for a month.

What happens to our existing deal history?

It comes with you. Deals, contacts and closed history are imported into a sandbox first, mapped and checked before anyone logs in, so reporting on last year still works on day one.

Do we need Loop and Books for Flow to be useful?

No. Flow is a complete CRM on its own. When you switch on Loop or Books later, they read the same record — a won deal opens the project and the quote becomes the invoice schedule, with nothing to migrate.

Per user, per month, in three tiers. Prices are set for the US, UK, UAE and India rather than converted, and the suite of all seven products costs about a quarter less than buying them one by one.

What doesn’t Flow do?

It is not a campaign platform — sequences exist, but Growth handles audiences. There is no territory or quota engine beyond owner rules, and a deal is priced in one currency; multi-currency lives in Books.

Where is our data stored?

In the region you pick at setup, backups included. Permissions, audit trail and point-in-time restore for the last 30 days come with every plan.

Treepie Flow · Sales & customer management

The CRM that keeps working after the deal is won.

Leads, contacts, pipelines and deals that keep working after the close — because the record they sit on belongs to the whole company, not to sales.

Start free with Flow Book a walkthrough

4 days to a real pipeline0 exports to delivery−31% quote to signature

flow.treepie.co/pipeline/q3

Q3 pipelineClick a deal to open it. Move it along from the record.Open$368,700Weighted$219,870Won this quarter$15,600

Qualified2$31.9k

Discovery2$65k

Proposal2$134k

Negotiation2$138k

Won1$15.6k

DealNegotiation

Halstead & CoRuth Halstead, CFO

$85,100

OwnerLeo M.Weighted$68,080NextFinal quote · Today

The handover

Mark it won. Watch what opens.

No export, no integration, no kickoff email. Three products read the row Flow just changed.

Flow · DealNegotiation

Halstead & CoRuth Halstead, CFO · owner Leo M.

Implementation: $42,000
Licences · 25 seats: $31,500
Training: $11,600
Total: $85,100

Project · Halstead onboardingOpened from the dealWaiting

Kickoff workshop: Week 1
Data migration: Weeks 2–3
Team training: Week 4

Invoice schedule · 3 milestonesFrom the signed quoteWaiting

Deposit · 30%: $25,530
Go-live · 40%: $34,040
Final · 30%: $25,530

Account · Premium supportEntitled on closeWaiting

Response target: 4 hours
Contacts synced: 3
Contract term: 12 months

The deal is in Negotiation. Nothing downstream exists yet.

Forecast

The forecast is a view of the rows.

Click a month. Every figure opens to the deals that make it up — nothing is rebuilt in a spreadsheet.

flow.treepie.co/forecast/h2

Weighted · H2$300,610Best case · H2$603,200

WeightedRemaining best case

Sep · 3 deals$122,660

DealValueWeighted

Kanaka FoodsProposal · 60%$104,600$62,760

Lumen ClinicsProposal · 60%$28,900$17,340

Bexley GroupNegotiation · 80%$53,200$42,560

Why it matters

Four copies drift. One row doesn’t.

Most stacks3 retypes · 2 wrong

CRMHalstead & Co$85,100

Project toolHalstead & Co$85,000

SpreadsheetHalstead & Co$81,500

InvoicingHalstead & Co$85,100

Treepie0 retypes

FlowLoopBooksDesk

One customer record · C-1042Halstead & Co$85,100

Inside Flow

Everything a sales team runs on.

Every feature, listed →

Pipeline & dealsThe part people open the product for: stages you define, deals that carry their own history, and a forecast that is a view of the rows rather than a rebuild of them.Pipelines & stagesDeal recordsWeighted forecastingDeal splits+4 more Contacts & companiesOne company row the whole platform reads, including the unglamorous parts — duplicates, subsidiaries and who has actually consented to be emailed.Contact recordsCompany recordsHierarchies & subsidiariesDuplicate detection+3 more Quoting & proposalsPriced off the rate card finance owns, approved by whoever has to approve discounts, and signed without leaving the record.Quote builderRate cardsDiscount approvalsProposal templates+3 more Activity & communicationCalls, mail and meetings recorded against the account rather than against a person who has since left the company.Activity timelineEmail syncCalendar syncCall logging+4 more Lead capture & routingEverything between a stranger arriving and a named person owning them, with the page that made the lead still attached.Web formsLanding page captureRouting rulesLead scoring+3 more Reporting & forecastNumbers that show their own arithmetic, including the submitted forecast and how wrong it turned out to be.Pipeline reportsForecast submissionsActivity reportsCohort analysis+3 more Admin & extensibilityThe things that decide whether this survives contact with your actual company: fields, permissions, audit and a real API.Custom fieldsRecord permissionsAudit trailAPI & webhooks+2 more

Kanaka Foods Ltd · 34 staff · food manufacturing

“We did not buy a CRM. We bought the end of typing the same order into three places.”

Priya Nair, Operations Director

6 → 1subscriptions

11 daysto live

−75%quote to invoice

$1,240saved monthly

Getting in

Moving your pipeline in takes four days.

Migration guides →

Day 1Decide the stagesBefore any import. Stage names are the one thing here that is genuinely painful to change in month three.
Day 2Import into a sandboxDeals, contacts and three years of closed history, mapped and checked before anybody logs in.
Day 3Wire the routingForms, inbox and owner rules, so a new lead lands on a person rather than in a queue nobody reads.
Day 4Let the team inSales first, then whoever reads the forecast. The old CRM stays readable for a month.

Honest limits

What Flow does not do.

No marketing automationSequences exist, but this is not a campaign platform. Growth handles the audience side of the problem.

No territory modellingOwner rules and assignment queues, not a quota engine with geographic hierarchies underneath it.

One currency per dealMulti-currency lives in Books. A deal is priced in the currency it was actually sold in.

One record

Where Flow meets the rest of the company.

Nothing here is an integration. Each line is two products reading the same row from different sides.

See all seven →

Flow + LoopA won deal opens the project on the sold scope — the same lines, not a summary of them.

Flow + BooksThe agreed quote becomes the invoice schedule, including the milestones nobody wants to argue about twice.

Flow + DeskA ticket opens carrying the account, the contract and whatever is currently in delivery for them.

Flow + GrowthThe page that sourced the deal keeps the credit, right through to closed revenue months later.

Pricing

Flow starts at $17 per user, per month.

The record underneath is free, and migration is included. Take all seven together and the suite costs about a quarter less than buying them one by one.

Starter$17/user/moFor a first team getting the shared record straight before anything else is switched on.

Unlimited records, history and attachments
Custom fields, imports and CSV export
Role and team permissions
Same-working-day support

Start free

Most teams pick thisStandard$31/user/moThe plan most companies stay on. Automations across products, the API, and field-level permissions.

Everything in Starter
Automations that cross products
Field-level permissions
API, webhooks and tokens
Full audit trail

Start free with Standard

Complete$50/user/moFor multiple entities, a compliance requirement, or companies running most of the platform.

Everything in Standard
Multiple entities and ledgers
Advanced approval routing
Data residency choice
Named contact, 4h response

Book a walkthrough

Prices in USD, excluding applicable sales tax. The UK, UAE and India are priced for their own markets rather than converted — Flow pricing has all four, and the bundle builder prices the seven together.

Questions

Flow, answered.

Anything else — ask a person.

Yes, and you should. Flow ships with a default set because a blank pipeline is useless, but almost everybody renames them in week one. Stages, probabilities and required fields are all yours — the only fixed rule is that the stage marked won is the thing that opens delivery.

Your pipeline, live in four days.

Bring the CRM you run today. We map it, you check the import in a sandbox, your team logs in on day four.

Start free with Flow Book a walkthrough

The other 6.

Compare all →

NestHR & employee management LoopProject & work management DeskCustomer support & ticketing BooksFinance & accounting GrowthSEO & website growth intelligence PulseAI customer & employee assistant