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18 ways into Flow — 6 by team, 12 by industry. Each starts with the stages, fields and connected product that fix the handover you feel first.
Treepie Flow solutions are 18 ready-made ways to set up Flow CRM for a specific team or industry — 6 by team and 12 by industry. Each one uses the same Flow features but starts with the pipeline stages, fields and connected product that fix the handover that business feels first: sales to delivery, quote to invoice, the forecast, or account history at renewal.
One customer record the whole company reads, instead of four tools you reconcile by hand.
“Who owes us money, and which deals will close this month?”Fixes: The forecastRead →By teamUpdates that do something for you — the handover, the invoice, the follow-up — rather than feeding a report.
“What do I need to do today to keep my deals moving?”Fixes: Sales → deliveryRead →By teamEvery figure opens to the deals underneath it, so the review is about decisions rather than data.
“Which deals in the commit are actually at risk?”Fixes: The forecastRead →By teamA pipeline that takes fifteen minutes a week and stops you being the handover.
“Can we afford the next hire if these three deals close?”Fixes: The forecastRead →By teamPipeline, forecast and handover in one place, with the close opening delivery and billing.
“Has every won deal this month been handed over?”Fixes: Sales → deliveryRead →By teamA forecast that shows its arithmetic and a pipeline traceable through to invoiced revenue.
“How much of last quarter’s bookings has been invoiced?”Fixes: The forecastRead →IndustryA proposal priced against real capacity, and a won deal that opens the engagement rather than a kickoff meeting.
“Do we have the people to start this engagement in May?”Fixes: Sales → deliveryRead →IndustryEngagements quoted against real availability, so the delivery date promised is one the plan can support.
“Which proposals out now would over-book the team?”Fixes: Sales → deliveryRead →IndustryNew business and retainers on the same record as the work, so scope creep is visible against what was agreed.
“Which retainers are over their hours this month?”Fixes: Sales → deliveryRead →IndustryOrders and production runs against the quote, with warranty and support history on the same customer row.
“Which repeat orders are due from accounts that went quiet?”Fixes: Quote → invoiceRead →IndustryOne booking record carrying the itinerary, the deposit schedule and every change the client asked for.
“Which group bookings still owe their second deposit?”Fixes: Quote → invoiceRead →IndustryRenewal dates on the record rather than in a diary, with the history a compliance review will ask for.
“Which policies renew in the next 60 days with no contact logged?”Fixes: Quote → invoiceRead →IndustryLane and tariff pricing owned by finance, read by sales, and billed from the same figures.
“Are any quotes going out below the current lane tariff?”Fixes: Quote → invoiceRead →IndustryRecurring and one-off revenue in separate columns, and renewals in their own pipeline.
“Which renewals this quarter have open escalations?”Fixes: Account historyRead →IndustryA commercial record that references the patient without holding their clinical history.
“Which clinics are mid-onboarding with an open support ticket?”Fixes: Account historyRead →IndustryA client record whose history is complete, permissioned per field, and not editable after the fact.
“Who changed this client’s risk rating, and when?”Fixes: Account historyRead →IndustryOne applicant record from first enquiry to enrolled, with each intake as its own pipeline.
“How many September applicants are still waiting on an offer?”Fixes: The forecastRead →IndustryOne record per property and per applicant, so a long chain doesn’t become six people’s separate notes.
“Which sales in the chain are held up, and by whom?”Fixes: Account historyRead →Industries differ in vocabulary. The places where work falls between tools are nearly always the same four.
Pick an example. Every solution configures the same five things — only the contents change.
Whichever solution you open, these are the people deciding whether it fits.
A generic CRM makes you configure for your industry. A vertical CRM locks you into one. Flow solutions do neither.
| Spreadsheets & email | Industry-specific CRM | Treepie Flow | |
|---|---|---|---|
| Starting point | A blank sheet per team | Built for one industry only | Pre-set stages and fields for 18 teams and industries |
| Handover | Manual, by email | Inside the vertical tool, if at all | The won deal opens delivery, billing or support |
| Changing direction | Rebuild the spreadsheet | Migrate to a different vertical product | Change stages and fields; the record stays |
| Other teams | Separate tools and exports | Integrations to generic tools | Nest, Loop, Desk and Books read the same record |
| Reporting | Assembled by hand | Industry reports, siloed from finance | Forecast that opens to deals and invoices |