Build a shared customer record
Keep contacts and companies with timelines, notes, tasks, activities, and attached files.
Connected sales CRM
Manage every customer relationship from first lead to delivered work
ChapFlow CRM gives your team one place for contacts, companies, leads, deals, activities, and pipeline follow-up—then connects won business to projects, quotes, invoices, marketing, reports, and automation.
The short answer
ChapFlow is a practical CRM for teams that want sales data connected to the rest of the business. It centralizes relationship history and opportunity work while keeping the next handoff inside the same operating system.
What your sales team can do
Keep the daily selling workflow visible without losing the customer context behind it.
Capture and qualify leads
Track new prospects, preserve their history, and convert qualified opportunities into deals.
Run a visible deal pipeline
Move opportunities through stages on a Kanban pipeline and keep ownership and next actions clear.
Coordinate every follow-up
Manage calls, meetings, tasks, and calendar activity around the records your team sells to.
Move from deal to commercial work
Use shared context when sales progresses into proposals, quotations, contracts, and invoices.
Hand won work to delivery
Connect the customer relationship to Projects so delivery starts with the context sales already gathered.
Connected by design
A CRM that does not stop at closed-won
A sale creates work elsewhere. ChapFlow keeps customer records available across the modules that attract, serve, and bill customers, with access controlled by plans and permissions.
- check_circleMarketing forms and landing pages can feed customer acquisition workflows.
- check_circleProjects supports boards, timelines, time, budgets, milestones, and client collaboration.
- check_circleCommercial supports proposals, quotations, invoices, contracts, payments, and customer statements.
- check_circleReports provides saved views and scheduled reporting across operational modules.
- check_circleAI can assist with summaries and CRM insights within configured entitlements and authorization.
ChapFlow CRM FAQ
Concise answers for teams evaluating a connected CRM.
What does ChapFlow CRM manage?
ChapFlow CRM manages contacts, companies, leads, deals, pipeline stages, notes, tasks, files, calls, meetings, and follow-ups in one workspace.
Can ChapFlow connect sales with delivery?
Yes. Sales teams can carry customer and deal context into Projects and Commercial workflows, reducing duplicate entry when an opportunity becomes client work or a commercial document.
Does ChapFlow CRM include marketing tools?
ChapFlow has a separate Marketing module for audiences, consent, forms, landing pages, campaigns, and analytics. Marketing activity can use the same customer records as CRM when the module is available on your plan.
Can sales workflows be automated?
Yes. ChapFlow Automation supports record, schedule, webhook, and form triggers with actions such as updates, tasks, email, tags, conditions, delays, and outbound webhooks, subject to plan availability.
How can I evaluate ChapFlow CRM?
Create a workspace to explore ChapFlow, review the current plans on the Pricing page, or book a demo for a guided walkthrough.
Turn customer context into coordinated action
Start a workspace or see how ChapFlow maps to your current sales process in a guided demo.