---
title: Flo Reviews
meta_title: 'Flo Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter reviews by the users' company size, role or industry to find
  out how Flo works for a business like yours.
date_modified: '2026-09-22'
parent_category:
  name: Sales Tools
  url: https://www.g2.com/categories/sales-tools
---


# Flo Reviews
**Vendor:** Click and Flow  
**Category:** [Revenue AI Platforms](https://www.g2.com/categories/revenue-ai-platforms)  
**AI Enabled:** This product embeds AI to enhance or extend its core functionality.
## About Flo
Flo is an AI-native CRM that unifies every GTM team — sales, marketing, finance, legal, and analytics — under one system of record. Instead of hiring admins to run your CRM, Flo's AI agents handle configuration, automation, and operations. One platform replaces your fragmented tool stack: CRM, quoting, conversation intelligence, reporting, contract workflows, and integrations — all connected, all managed by AI. Agents, not admins






- [View Flo pricing details and edition comparison](https://www.g2.com/products/click-and-flow-flo/reviews?section=pricing&secure%5Bexpires_at%5D=2026-10-02+19%3A32%3A07+-0500&secure%5Bsession_id%5D=c56a1469-3f5d-4242-92dd-ae081cf2cf57&secure%5Btoken%5D=2b874f7e77976800ea1f0016d536305c8659486c460f86dff74fb65ac2594ed9&format=llm_user)

## Flo Features
**Sales Force Automation**
- Contact & Account Management
- Partner Relationship Mgmt. (PRM)
- Opportunity & Pipeline Mgmt.
- Task / Activity Management
- Territory & Quota Management
- Desktop Integration
- Product & Price List Management
- Quote & Order Management
- Customer Contract Management
- Contract/License Management

**Marketing Automation**
- Email Marketing
- Campaign Management
- Lead Management
- Marketing ROI Analytics
- Email Management
- File Management
- Deal Management

**Agentic AI - Revenue AI Platforms**
- Natural Language Interaction
- Proactive Assistance
- Autonomous Task Execution
- Cross-system Integration
- Decision Making
- Adaptive Learning

**Customer Support**
- Case Management
- Customer Support Portal
- Knowledge Base
- Call Center Features
- Support Analytics
- Workflow Management
- Opportunity Management
- Sales Pipeline Management
- Reporting/Analytics
- Calendar Management
- Pipeline Management
- Content Management
- Communication Management
- Visual Analytics
- Template Management
- Predictive Analytics
- Document Management
- Channel Management
- Commission Management
- Field Sales Management

**Platform - Revenue AI Platforms**
- Conversation Intelligence
- Predictive Forecasting
- CRM Data Enrichment
- Actionable Insights
- Risk Flagging
- Workflow Orchestration
- Sales Coaching
- Pipeline & Deal Management
- Customer Data Capture

**Reporting & Analytics**
- Reporting
- Dashboards
- Forecasting

**Mobile & Social**
- Social Collaboration Features
- Social Network Integration
- Mobile User Support
- Third-Party Integrations
- Social Media Integration
- Customer Support
- Multi-Channel Social Integration

**Platform**
- Customization
- Workflow Capability
- User, Role, and Access Management
- Internationalization
- Sandbox / Test Environments
- Document & Content Mgmt.
- Performance and Reliability
- Output Document Generation
- Mobile Access
- Lead Generation

**Integration**
- Data Import & Export Tools
- Integration APIs
- Breadth of Partner Applications
- Third-Party Integration
- Internal Chat Integration
- Collaboration Tools
- Prospecting Tools
- Real-Time Data

**Generative AI**
- AI Text Generation
- Generative AI
- Proposal Generation

**Agentic AI - CRM**
- Autonomous Task Execution
- Multi-step Planning
- Cross-system Integration
- Adaptive Learning
- Natural Language Interaction
- Proactive Assistance
- Decision Making
- Calendar/Reminder System

**Additional Functionality**
- Search/Filter
- Alerts/Notifications
- Data Import/Export
- Lead Capture
- Batch Processing
- Email Tracking
- Tagging
- Pipeline Reports
- Drag & Drop
- Segmentation
- Customizable Fields
- Role-Based Permissions
- Interaction Tracking
- CRM
- Document Storage
- AI Copilot
- Contact Database
- Referral Tracking
- Quotes/Estimates
- Multi-Channel Communication
- Lead Qualification
- Marketing Automation
- Email Templates
- Sales Reports
- Customer Journey Mapping
- Reminders
- Lead Scoring
- Data Security
- Customizable Reports
- Calendar Sync
- For Startups
- Performance Metrics
- Sales Trend Analysis
- For iPad Devices
- Customizable Templates
- Activity Tracking
- Reporting & Statistics
- For Mac Devices
- Landing Pages/Web Forms
- Lead Nurturing
- Gamification
- Prioritization
- Web-based Deployment
- Softphone
- Single Sign On
- Customer Database
- Event Triggered Actions
- Mobile App
- Email Sequences
- Customer Segmentation
- Lead Assignment
- For Small Businesses
- Live Chat
- Business Card/Badge Scanning
- Data Visualization
- Customer Social Profiles
- Social Promotion
- Monitoring
- Engagement Tracking
- Social Media Monitoring
- Customer Engagement
- Sentiment Analysis
- Brand Tracking
- Audience Targeting
- Workflow Automation

## Top Flo Alternatives
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