Growth
- Everything in Foundation
- Workflow automation
- Deal forecasting & weighted pipeline
- Advanced reporting & team analytics
Foundation is built for lean B2B sales teams, solo reps, and startups who need powerful CRM tools without the enterprise bulk. Whether you’re managing a small pipeline, just starting to scale outreach, or transitioning from spreadsheets, Flowis Foundation gives you everything you need to build consistent sales momentum—fast.
With a clean interface, built-in pipeline tracking, and essential automation tools, the Foundation Plan helps you stay focused on closing deals—not managing complexity. Simple to adopt, easy to love.
What’s included:
- Smarter Pipelines — Visual drag-and-drop boards to manage every deal stage with ease and clarity.
- Custom Fields — Add key attributes to contacts, deals, and companies—so your data works the way you sell.
- Real-Time Activity View — Monitor rep activity, call logs, and email history—all in one place.
- Email & Meeting Logging — Auto-log interactions to keep everything organized and searchable.
- CRM Automation (Basic) — Trigger tasks or notifications based on deal stage changes.
- Standard Reporting — See deal progress and pipeline metrics at a glance.
- Secure Cloud Hosting — Data encrypted at rest and in transit, with role-based permissions.
- Support Access — Email-based support to help you get up and running with confidence.
Perfect for seed-stage startups and small teams who want simplicity, speed, and structure—without the learning curve.
Find the Right Plan
Everything You Need to Know
They use AI to automatically organise, categorise, and manage financial data without manual work.
It detects patterns in your transactions and assigns categories instantly across all banks and entities.
No, Orcheo creates and applies rules automatically based on real transaction behaviour.
Yes, it learns from activity and corrections, becoming more accurate and consistent.
Yes, you can edit any transaction or rule at any time with full transparency.
