The CRM built for how promo actually sells.
Generic CRMs stop at the deal. CRMFlo follows the whole job: the lead, the quote, the sourcing request, the paid order and the rep commission, on the same customers and orders your storefronts already use.
Trusted by distributors, suppliers, decorators & fulfillment teams
Your pipeline should not end where the order begins.
Promo sales involve artwork, suppliers, decoration and reorders. A horizontal CRM cannot see any of it, so reps live in email and spreadsheets.
- Leads arrive by form, email and phone, then wait for someone to notice
- Quotes are rebuilt by hand as orders in a second system
- Sourcing requests and support questions live in personal inboxes
- Commissions are reconciled from exports at month end
- Leads from forms, chat, email and ads land in one Lead Desk with response-time rules
- A quote goes out with a payment link and becomes the order when it is paid
- Sourcing requests and support tickets are tracked next to the customer and the order
- Reps see commission on every converted order as it happens
One workspace from first touch to repeat order.
Nine connected workspaces replace the CRM, quoting tool, help desk and commission spreadsheet your team juggles today.
Pipeline, revenue and rep activity in one live view, with pre-built reports that need no setup.
Capture leads from web forms, chat, email and ad platforms, with SLA rules, escalations and saved views.
Build quotes by hand or with the AI quote assistant, send them as PDFs with reminders and track their status.
One record per customer with orders, quotes, tickets, notes, documents and billing.
Log what a customer needs and track the request through to a quote.
Resolve questions, reprints and refunds in a ticket queue tied to the original order.
A clear commission on every converted order keeps reps motivated and payouts simple.
Review, approve and onboard new distributor and reseller accounts from one queue.
Keep playbooks, onboarding and operating procedures where the team already works.
From fast quotes to paid orders.
Send a quote with a payment link. When the customer pays, CRMFlo creates the order with the same details, so revenue is never waiting on data entry.
- Quotes with product, decoration and pricing detail, plus presentations that turn into quotes
- Quote PDFs, automatic reminders and waiting, accepted and expired statuses
- Payment link on the quote, and the order is created on payment
No opportunity left behind.
Every lead is tracked from first touch with a clear owner and a response deadline, so none slip through the cracks on a busy week.
- Leads pulled in from forms, chat, email and ad platforms
- SLA rules and escalations when a lead is waiting too long
- AI triage that separates real sales leads from inbox noise
Clear collaboration and commissions.
Reps, account managers and support share one customer record, and everyone can see who owns what and what each order earned.
- Commission calculated on every order a rep converts
- Shared customer timeline across sales, support and production
- Role-based views so each team sees what it needs
Support that knows the order.
Tickets are linked to the order they are about, so support sees what was bought and what went wrong without asking the customer twice.
- Support tickets and order issues tied to the original order
- Internal team messaging in real time
- Training topics and a knowledge base for consistent answers
Four steps from inquiry to repeat business.
Leads flow in from forms, chat, email and ads with the right data attached.
Reps build and send quotes with a payment link, then track their status.
A paid quote becomes an order with the full job context.
Reports and commissions show what is selling and who sold it.
CRMFlo is stronger with the rest of SwagFlo.
Start with one product or run several. SwagFlo products are built to work together, so customers, catalog and orders are not re-keyed between systems.
What teams ask before they switch.
We already use a general-purpose CRM. Why switch?
General-purpose CRMs track contacts and deals. CRMFlo also understands quotes with decoration, sourcing requests, orders, order issues and commissions, and it shares customers and orders with your SwagFlo stores. Many teams start by running CRMFlo for quoting and orders and consolidate from there.
Can we bring over our existing customers and leads?
Yes. Our onboarding team imports your accounts, contacts and open pipeline during setup so reps start with their book of business in place.
Does CRMFlo work without the rest of SwagFlo?
It does. CRMFlo runs on its own, and it becomes more valuable as you add StoreFlo, SourceFlo or WMSFlo because they share the same customers, catalog and orders.
How is pricing structured?
Pricing is tailored to the products you use and the size of your team. Book a demo and we will scope a plan with you.
Give your sales team a CRM that speaks promo.
See leads, quotes, orders and commissions run on one record in a live demo.
See your business running on SwagFlo.
Tell us how you sell, source and fulfill today. We will show you the same workflow on one connected platform, using your products and your process.
- A walkthrough built around youYour stores, suppliers and order flow, not a canned slideshow.
- A clear path to go liveWhat to launch first, what to migrate and who does the work.
- Pricing for what you needStart with one product or the full platform.
