/ Features
Features That Fuel Productivity
Flowis is packed with tools your team actually wants to use—organized, automated, and built for modern B2B sales.
From messy pipelines to streamlined revenue engines—Flowis empowers B2B sales teams with clarity, speed, and full visibility
Smarter Pipelines
Sales Automation
Forecasting & Reporting
Insights Dashboard
/ Feature
Smarter Pipelines
Build and manage your sales pipeline with a clean, drag-and-drop interface that reps actually enjoy using. Customize every stage to match your sales cycle.
Drag-and-drop pipeline stages for quick deal updates and easier tracking
Custom stage logic to match your unique sales process
Real-time activity tracking so nothing slips through the cracks
/ Feature
Sales Automation
Save time and reduce manual tasks with automation that handles follow-ups, task creation, and deal progression—so your reps can focus on selling
Trigger-based workflows that automate follow-ups, tasks, and stage changes
Auto-assign leads and deals based on rules, regions, or rep roles
Email sequences and reminders to keep deals moving—without manual input
/ Feature
Forecasting & Reporting
Track performance, coach reps, and forecast with confidence using real-time insights and out-of-the-box dashboards
Real-time revenue forecasts based on pipeline health and deal stages
Custom dashboards and filters for reps, managers, and execs
Stage-by-stage conversion insights to spot bottlenecks and optimize performance
/ Feature
Insights Dashboard
Stay on top of team performance, deal momentum, and pipeline health—all in one clean, real-time dashboard designed for clarity and action.
At-a-glance KPIs like win rate, sales velocity, and rep performance
Drill-down views by team, time period, or deal stage
Customizable widgets to track what matters most to your sales motion
/ metrics
B2B Tools That Deliver Measurable Impact
Flowis helps modern B2B sales teams simplify workflows, boost productivity, and close more deals—without the CRM bloat
+35%
Lift in rep productivity
from automation and faster pipeline navigation
-27%
Reduction in follow-up delays
by eliminating manual task tracking
+2.1x
Faster onboarding time
compared to legacy CRMs like Logoipsum
/ Why teams choose Orcheo
Trusted by Modern Companies
/ 01
Orcheo gives us real-time cash visibility across all our accounts. What used to take hours in spreadsheets now takes seconds. It's become our daily source of truth.
David Laurent
CFO
/ 02
The AI insights in Orcheo help us spot issues before they impact the business. We caught a cash gap weeks in advance - probably saved us from some tough decisions.
Sophie Martin
Finance Director
/ 03
Orcheo's automation is a game-changer. Transactions are categorized perfectly and anomalies are flagged instantly. Our close process is faster, cleaner, and way less stressful.
Michael Reynolds
Head of Finance
/ 04
I love starting my day with Orcheo's brief. It gives me clarity on what happened overnight and what needs my attention. It's like having a financial co-pilot.
Emily Johnson
CEO
/ 05
Finally, a tool built for teams like ours. Multi-entity, multi-bank, multi-currency, Orcheo handles it all, with control and transparency. Our whole finance team loves it.
Julien Moreau
Controller
/ Orcheo AI
Your Finance AI
Orcheo is an AI that reads your financial model, analyses trends and gives straightforward explanations.
Ask anything — just like you’d ask a CFO:
Ask anything — just like you’d ask a CFO:
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“Where am I overspending?”
“How much cash will I have in six months?”
“Which projects are least profitable?”
“What if I increase prices by 5%?”
The AI responds instantly, in plain English — helping you make smarter decisions, faster.
