Treepie Flow is a CRM platform that maintains customer records beyond deal closure, enabling unified data access without manual re-entry. It organizes sales activities with customizable pipelines, historical deal records, and weighted forecasting. Features like deal splitting, scoring, and automated stage transitions streamline workflows. Contact and company management tools centralize client information, while quoting and proposal features simplify document creation. Flow tracks activities across touchpoints and routes leads via customizable forms. Reporting and forecasting provide insights into pipeline health and revenue. The platform's unified record system allows seamless transitions to project management, invoicing, and support after deal closure. Security includes record-level permissions, audit trails, REST API access, and bulk editing. Data residency options for UK and EU regions offer point-in-time restore for 30 days.
