The CRM that
runs itself.

Flo is the AI-native CRM that captures, thinks, and acts — so your team just sells. No admin to hire. No consultants. Live in days, not months.

Book a demoSee how it works
71%of rep time lost to admin
Daysto go live, not months
$95–140Kadmin salary replaced
Zeroadmins required
Tailored, without the work

Built for you. Not by you.

Flo arrives already fitted to your contracts, pricing, and workflows — and keeps adapting as you grow.

Generic CRMFast but generic
Custom-Built CRMTailored but slow
✦ FloTailored & live in days
Adopting the system
✕
You adapt your process to the software
✕
Months of consultants & configuration
✓
Learns your contracts, pricing & workflows
Who does the work
✕
Fields & workflows built for someone else
✕
An admin payroll to keep it running
✓
We and our agents do all the tailoring
As your business changes
✕
Every change becomes admin work
✕
Falls behind the moment you change
✓
Keeps adapting as your business grows

The customization is our job, not yours — a bespoke CRM with none of the bespoke work.

Sell smarter

An AI agent on every deal.

Every rep gets a teammate that knows every deal, every call, every account.

DC

Deal Coach

On-demand coaching on every opportunity — objection handling, pitch angles, and next-step outreach, grounded in your actual call transcripts.

  • Reads the real conversation, not just CRM fields
  • Objection playbooks tailored per deal
  • Draft follow-ups in one click
AF

Ask Flo

A conversational assistant across your whole CRM. Ask anything — pipeline, accounts, history — and let it make changes for you.

  • Instant answers across every record
  • Files change requests — no admin needed
  • Streaming, cited, always current
Trustworthy data

Clean data, without the data entry.

AI captures contacts, notes, and outcomes automatically — reps sell, the CRM stays current.

＋

Company Autofill + Dup Detection

Create an account and AI fills in the details — industry, size, contacts — and flags likely duplicates before they pollute your pipeline.

  • Account details auto-completed on create
  • Duplicates caught inline, instantly
  • One clean record per customer
CT

Call Triage Tasks

Calls that don't match an account or deal don't get lost — Flo creates an owner-assigned task that resolves itself once handled.

  • No orphaned calls or forgotten follow-ups
  • Auto-assigned to the right owner
  • Tasks self-resolve when linked
Fill the pipeline

Outbound that writes itself.

From empty pipeline to prioritized outreach — without hiring an SDR ops team.

SQ

Cold Outreach Sequencer

AI-generated cold email cadences scoped to each account — personalized, sequenced, and ready to send with one click from your inbox.

  • Account-specific messaging, not mail merge
  • Multi-touch cadences generated in seconds
  • One click from draft to inbox
LG

Lead Generation

Fresh leads sourced from live web search and scored by AI, so your team starts every week with a ranked list worth calling.

  • Web-sourced, not stale list imports
  • AI scoring ranks who to call first
  • Scales with your team as you grow
Run the business

From first call to closed order.

One system from lead to revenue — quotes and orders that used to take days now take minutes.

01

Leads & Accounts

Scored leads, auto-filled accounts, clean contacts.

02

Pipeline & Meetings

Opportunities, conversations & meeting capture.

03

Quotes & Orders

Quote and order management in minutes, not days.

04

Forecast & Goals

Forecasting, goals & attainment tracking built in.

White-glove, agent-powered

Onboarding & support, handled.

A managed service, not a software project — we run the CRM so you don't have to.

CO

Contract Onboarding

Upload your existing contracts and Flo maps the fields, derives your standards, and configures your workspace around how you already do business.

  • Your data migrated & structured for you
  • Pricing standards learned from real contracts
  • Live in days — agents do the setup
HC

Help Center / Auto-FAQ

Every new feature ships with AI-drafted help articles, surfaced right on your dashboard — so your team is never stuck or waiting on support.

  • Docs written automatically as Flo evolves
  • Answers surface where you work
  • Fewer tickets, faster ramp for new reps
Close without friction

Legal, built into the deal.

Sales and legal finally share one system — contracts move in days, not weeks.

  • Clause library & playbook standards, org-wide
  • Native e-signature — one less vendor to pay
  • Risk findings tracked from open to decision
  • Templates with a built-in field designer
Pricing deviation — Section 4.2HIGH
Termination clause — Section 9.1MEDIUM
Liability cap — Section 11.3LOW
Data processing addendumCLEAR
The payoff

What teams get with Flo.

Less admin

Reps selling, not entering data — customers have eliminated the admin role entirely.

Better data

AI captures contacts, notes & outcomes automatically. The pipeline you see is the pipeline you have.

Faster quotes

Quotes & orders managed in minutes, not days. Customers stop waiting — and stop shopping around.

Real savings

Replaces a $95–140K/yr CRM admin hire — agents handle the config, workflows & upkeep.

About us

Practitioners who built the systems we're replacing.

Click and Flow was founded by operators who spent careers inside the RevOps platforms — and rebuilding it from the outside. We know what it costs when CRM creates drag instead of leverage. Flo is our answer: revenue infrastructure that works for your team, not the other way around.

⚿ Flo · Patent Pending
James Allis
James Allis
CEO + Co-founder

A decade leading revenue operations at enterprise scale. Led CRM and RevOps overhauls across 1,000+ person organizations, managed $100M+ revenue workflows, and owned global go-to-market for multiple companies. Co-founded Click and Flow in 2025 to build the thing that actually does.

Aaron McCullough
Aaron McCullough
CTO + Co-founder

Two decades building product and engineering organizations at scale. Led a 1,000+ person organization and managed a $400M P&L at a NASDAQ-listed company. Deep expertise in agentic AI systems and data infrastructure.

Get in touch

Let's talk revenue.

Whether you're interested in Flo, exploring how we can help your team, or learning about our Pre-Seed raise — we'd love to hear from you.