Operations infrastructure

Connect your
data providers.
Streamline
your operations.

crmflow is a CRM that lets you plug in multiple data sources and configure exactly how your team works — without stitching together a dozen tools.

See how it works
Data flow overview
SAP ERP
crmflow
Supplier API
·
Shopify
·
Any source
·
Your team operates from one place
Workflows
Documents
Analytics
Roles
The problem

Too many tools,
not enough clarity

"Most operations teams run on disconnected tools — supplier data in one place, internal processes in another, communication somewhere else."
  • 1
    Fragmented data Supplier feeds, ERP exports, and spreadsheets that never quite match. Decisions made on information that's already outdated.
  • 2
    Process drift Workflows defined in email threads and tribal knowledge. When someone leaves, the process breaks.
  • 3
    Tool overhead Each integration is a maintenance burden. Three tools for what should be one function.
How it works

Three steps to operational clarity

01

Connect

Define your internal workflows, rules, and process logic with one of our partner company around the world. Adapt the system to how your business actually works — not the other way around.

02

Configure

Plug in your data providers and supplier feeds via API or built-in connectors. SAP, Shopify, custom sources — all flow into one place.

03

Operate

Your team works from a single unified system. Everyone sees what they need, nothing they don't. Decisions made on real, current data.

Features

Built for complex operations

Five core capabilities that replace a stack of disconnected tools.

Flexible flow configuration

Build custom process flows with rules, triggers, and conditions. Define exactly what happens at every stage — approvals, assignments, escalations — without writing code.

Document management

Contracts, invoices, and reports generated automatically from templates. Data flows from your connected sources directly into the right document fields. No manual entry, no errors.

Operational efficiency

Identify redundancies and eliminate waste across your processes. crmflow surfaces where work slows down, where data is duplicated, and where your team spends time they shouldn't have to.

Analytics & reporting

Real-time dashboards for every role. Managers see the full picture; teams see their own work. No noise, no irrelevant metrics — just the data that drives decisions.

Multi-tenant architecture

Isolated environments for each entity, department, or legal unit. Scale from a single team to a network of companies from one control center. Each workspace keeps its data separate — with the access, roles, and logic configured independently.

Integrations

Works with the tools
your team already uses

Connect via native integrations or open API. If it's not listed, we can build the connector.

ERP & Accounting
SAP
Microsoft Dynamics 365
QuickBooks
Xero
Sage
Sales & Commerce
Salesforce
HubSpot
Shopify
WooCommerce
Payments
Stripe
PayPal
Mollie
Logistics
FedEx
UPS
DHL
Communication
Slack
Microsoft Teams
SendGrid
Mailchimp
Storage & Automation
Google Drive
OneDrive
Dropbox
Zapier
Make
+ Custom API connector
Who it's for

Built for teams
that need structure

Not for solo users. crmflow is for operations teams and founders managing multiple data sources, supplier relationships, and internal processes that have outgrown spreadsheets.

  • Operations managers Responsible for process efficiency across departments or supplier networks. Need visibility and control without micromanagement.
  • Founders & COOs Running lean teams with complex supplier or data relationships. Need one system that scales as the business grows.
  • B2B & distribution companies Managing multiple suppliers, logistics partners, and customer accounts. Data comes from everywhere; decisions need to happen in one place.
Contact

Get in touch

Tell us what you're working with and what's not working. We'll read it carefully and respond within one business day.

We'll get back to you within one business day.
Message received. We'll review what you've shared and get back to you within one business day.