What you can do with Funnel
Manage your pipeline
Capture and qualify leads, move deals through your pipeline, and keep
customers and accounts organized — with custom fields, statuses,
scoring, and duplicate detection.
Run AI campaigns
Launch outbound campaigns where an AI voice agent calls your contacts, or
reach them by SMS and email — with schedules, holiday calendars, and
do-not-contact compliance built in.
Communicate in one place
A unified inbox for email conversations, Gmail and Google Calendar sync,
and fax — all connected to your CRM records.
Automate your operations
Lead-capture forms, social lead sync (Facebook, WhatsApp, LinkedIn),
distribution rules, approvals, tasks, and custom reports.
Who uses Funnel
- Sales agents work leads, deals, tasks, and their inbox day to day.
- Company admins configure the workspace: users and roles, custom fields and objects, integrations, and billing.
- Developers integrate external systems through the public API — keys and endpoint documentation live under Settings → API Keys in the app.
Next steps
1
Sign up
Create your company at flow9.online — every new
workspace starts with a 14-day free trial.
2
Set up your workspace
The Onboarding page walks you through your company
profile, your team, your pipeline, email and calendar, and a phone number.
It is optional, so you can start working before you finish it.
3
Take the quickstart
Follow the quickstart to take one lead from capture to
a won deal in about five minutes.