Patent pending · Now in private beta

The CRM that
runs itself.

Click and Flow agents quietly configure, enrich, and manage your entire revenue stack — CRM, CPQ, forecasting, reporting, conversation intelligence, and data enrichment — all in one managed platform. No admins. No DevOps. No homegrown tooling required.

~90%
of CRM updates happen automatically
5+ tools
consolidated into one platform
~1 day/wk
of selling time returned per rep
Zero
admins required
How it works

Agents, not admins.

Every feature request, workflow change, or CRM update is handled by an agent — automatically built, tested, and deployed. No sprints. No tickets. No backlog.

01

Need detected

Every measure a feature is — or that becomes one — is captured automatically and prioritized.

02

Agent builds it

An agent builds, tests, and deploys the feature, automatically. No tickets. No wait.

03

Shared across all

Every customer benefits from every change instantly. Every deployment makes the platform smarter for everyone.

Platform capabilities

Revenue infrastructure.
Fully managed.

Flo is the full operating layer for your revenue stack — from CRM core to Quote-to-Cash, conversation intelligence, custom reporting, and deep integrations. No engineers. No internal SFDC team.

CRM + Quote-to-Cash

Pipeline, opportunity, account, and product objects modeled to your motion.

Reporting + dashboards

Every report you've ever wanted, generated and updated continuously by agents.

Conversation intelligence

Every call, email, and meeting transcribed, scored, and summarized automatically.

Data enrichment + intent

Native enrichment from 40+ providers, deduplicated and rationalized.

Forecast + pipeline scoring

Bottoms-up rolls, top-down adjustments, deal-by-deal scoring, all reconciled.

Business process automation

Approvals, routing, follow-ups, hand-offs — encoded once, run forever.

Integrations

200+ pre-built integrations. New ones spun up by agents on request.

Industry templates

Vertical templates for SaaS, manufacturing, financial services, and healthcare.

One platform

Replace your entire revenue tech stack.

Most revenue teams stitch together 10 separate tools just to run operations. Click and Flow brings them all under one roof — configured to your business, with a managed implementation from day one.

Your stack today
Legacy CRM platform
Sales engagement tool
CPQ / quoting tool
Conversation intelligence tool
Forecasting tool
Data enrichment vendor
BI / dashboarding tool
Other tools in your stack
Internal RevOps team
→
→
→
→
→
→
→
→
→
One Click and Flow
CRM core platform
AUTO-BUILT
Sales engagement
AUTO-BUILT
Quote-to-Cash + CPQ
AUTO-BUILT
Conversation intelligence
AUTO-BUILT
Forecast + pipeline scoring
AUTO-BUILT
Data enrichment + intent
AUTO-BUILT
Reports + dashboards
AUTO-BUILT
Native integrations
CONNECTED
Managed by agents
ELIMINATED
Built for every motion

Every industry. Every vertical.

From SaaS to manufacturing, financial services to healthcare — Flo configures itself to your sales motion, your product taxonomy, and your reporting cadence.

SaaS / SoftwareManufacturingFinancial ServicesHealthcare + Life SciencesIndustrial / EnergyProfessional ServicesLogistics + Supply ChainMedia + TelecomRetail + E-commerceConstruction + Real EstateEducationGovernment + Public Sector
Built for what matters

Flo tracks the metrics that matter to your business.

Flo arrives pre-configured with the KPIs, reports, and dashboards your team actually uses — and agents add new metrics on demand. No raw SQL. No data warehouse.

Sales efficiency

  • Win-rate by stage
  • Average deal cycle length
  • Pipeline-to-close ratio
  • Quota attainment
  • Quota at-risk early-warning

Revenue operations

  • Forecast accuracy
  • Pipeline coverage
  • Stage conversion
  • Hand-off slippage
  • Activity → outcome correlation

Customer health

  • NPS by segment
  • Adoption depth
  • Renewal probability
  • Expansion signals
  • Churn precursors

Go-to-market

  • CAC by channel
  • Payback period
  • ICP fit by cohort
  • Multi-touch attribution
  • Pipeline velocity
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. Watched every one of them stitch together tools that never quite worked. 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. Built enterprise data and product infrastructure across multiple Fortune-level organizations. Scaled engineering teams 10x at both public and pre-IPO companies. 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.