Sales & operations CRM for service businesses
Capture leads, manage your pipeline, automate follow-ups, schedule work, and see what is happening across your business — all from one connected CRM.
From first click to completed job
Bring website leads, calls, imports and referrals into one organized system.
Move opportunities through a visual pipeline and keep every follow-up visible.
Reduce repetitive work with trigger → condition → action workflows.
Plan calls, meetings, tasks and deadlines around every deal.
Connect conversations, calls and day-to-day work to the customer record.
See conversion, forecasts and team performance at a glance.
A lead’s journey, on autopilot
Every lead lands in one system — scored by AI, deduplicated, and routed to an owner.
The product
Replace the tool sprawl
Leads bounce between inboxes and spreadsheets. Follow-ups slip. Nobody sees the whole picture.
Every lead, conversation, appointment and dollar in one connected workflow your whole team can see.
Integrations
Everything below reflects what actually ships in the product today — no vaporware badges.
Calls & SMS from the dialer and inbox
Two-way Outlook email inbox
Lead scoring, call summaries & replies
Call transcription
Subscription billing
Transactional email & digests
Zapier-ready public API with API keys
Contacts, organizations & deals
Published connector on the Zapier platform
Two-way Gmail conversations
Pricing
For getting started.
For growing sales teams.
For larger teams with custom needs.
No hidden fees. The Free plan is free forever — upgrade or cancel anytime from Settings → Billing.
FAQ
1CleanFlow is built for service businesses and fast-moving sales teams — anyone who captures leads, quotes work, schedules follow-ups and wants one clean view of the pipeline. Workspaces are multi-tenant, so each business gets its own isolated data.
Yes. Settings → Import & export supports CSV import for people, organizations and deals, with column mapping. You can export your data to CSV at any time — it stays yours.
Yes. Invite teammates by link or email, assign owner, admin or member roles, and set per-member sales goals. The Free plan includes 2 members; Pro is unlimited.
Yes — through the public REST API and webhooks. Create an API key in Settings → Developer and post new leads straight into your pipeline from any form, site or backend.
1CleanFlow schedules activities — calls, meetings, tasks, emails and deadlines — linked to deals and contacts, with an agenda grouped by overdue, today and upcoming, plus a daily email digest. A full calendar view is on the roadmap.
Yes. The automation builder combines 14 triggers (deal created, stage changed, quote accepted…), conditions on any field including custom fields, and 10 actions — send email or SMS, create activities, move stages, assign owners, or call a webhook.
Data lives in PostgreSQL on Supabase with row-level security, every record is scoped to your workspace, access is role-based, and traffic is encrypted in transit. Billing is handled by Stripe — card details never touch our servers.
Out of the box: Twilio (calls & SMS), Microsoft 365 email, Anthropic AI and ElevenLabs transcription, plus a Zapier-ready REST API and outgoing webhooks for anything else. A published Zapier app and Gmail sync are in the works.
The Free plan is free forever — 1 pipeline and 2 members, no card required. Upgrade to Pro ($12 per seat per month) when you need unlimited pipelines, members and the full toolkit.
Yes. Create custom fields (text, number, date, select, multi-select) on deals and people, define your own pipelines and stages with win probabilities, add tags, products and templates — all from Settings.
Bring your leads, customers, scheduling, follow-ups, and reporting into one clean flow.
