Welcome to CRMFlow
Build stronger client relationships with intelligent automation
Client Health
Healthy (85%)24 clients
Needs Attention (12%)5 clients
At Risk (3%)1 client
Recent Activity
Sent project update to Acme Corp
2 hours ago · Acme Corp
Sales call with TechStart Inc
4 hours ago · TechStart Inc
Strategy meeting with Global Services
Yesterday · Global Services Ltd
Upcoming Tasks
Follow up on project proposal
Acme Corp · Today
Quarterly review meeting
TechStart Inc · Tomorrow
Send contract renewal
Global Services Ltd · Next Week
Client Relationships
| Client | Health Score | Last Contact | Next Follow-up | Status |
|---|---|---|---|---|
Acme Corp Technology | 92% | 2 days ago John Smith | Tomorrow | Healthy |
TechStart Inc Software | 78% | 5 days ago Sarah Johnson | Today | Needs Attention |
Global Services Ltd Consulting | 65% | 1 week ago Mike Wilson | Next Week | At Risk |