USE CASES

When leads come from everywhere, FLO makes them move forward

Pick your workflow. See the recommended plan. Start lean and expand as execution matures.

Each workflow includes a suggested starting plan — start lean and expand when needed.
Start here
Pick your workflow. Start with the right plan.
  • 🗂️  One pipeline for all lead sources
  • 👤  Owner + next steps for every lead
  • ⚡  Follow-up rhythm via tasks + reminders
  • 💬  WhatsApp + email in one view
  • 📊  Recommended plan per scenario
See recommended plans →
WORKFLOW LIBRARY

Common workflows teams run in FLO

🛠️
Service

Inquiries → assignment → closure

Capture inquiries, auto-follow up on WhatsApp, assign owners, close with pipeline visibility.

Start: FLO CORE
🏠
Real Estate

Project-wise lead tracking

Track leads per project, schedule visits, automate nurture journeys per listing.

Start: FLO CORE
🎓
Education

Inquiry → counseling → onboarding

Structured stages, automated reminders, LMS optional at scale.

Start: FLO CORE → PRO
💼
B2B

Campaigns → routing → repeat follow-up

Run campaigns, route leads to the right rep, keep touchpoints consistent.

Start: FLO CORE
🛒
D2C

Broadcasts + repeat-purchase workflows

Send updates, automate post-purchase journeys, scale campaigns.

Start: FLO GROW
📈
Scale

Standardise execution as you grow

Roles, shared inbox, automation, and knowledgebase keep execution consistent.

Start: FLO PRO
ALTERNATIVE PATH

Only need messaging automation — without CRM?

FLO Konnect — WhatsApp + Email + SMS + Workflow automation. No pipeline, no AI stack. ₹2,350/month. Pay and start today.

FLO KONNECT — MESSAGING ONLY

Just need WhatsApp automation?

Not sure which setup fits your stage?

Tell us what you sell and where leads come from. We'll recommend the cleanest FLO configuration.

4.8  · 6 reviews
M
Mandeep S.

I want to give a massive shoutout to the incredible team at Fidus Synergies LLP. Finding a vendor is easy, but finding a true tech partner in your progress is rare—and that is exactly what they have been for us during the beta development of our cross-platform Vendor Management application. A huge part of this phenomenal experience comes down to their Principal, Sham Kamboj. Sham is an absolutely amazing and engaging leader who brings both brilliant technical expertise and a genuine passion for his clients' success. Under his guidance, the Fidus team didn't just write code or configure Out of box solutions; they delivered comprehensive solutions that laid a flawless foundation for our AI, Automated client experience workflows, Marketing Optimization Suite, mobile and desktop platforms. Their deep expertise in complex AI and Database engagements elevated our application from a standard operational tool to an intelligent, scalable, and future-proof ecosystem. Sham takes the time to understand the vision behind the technology, making even the most complex architectural challenges feel manageable and exciting. If you are looking for a forward-thinking, dedicated team to elevate your business, I cannot recommend Fidus Synergies LLP and Sham highly enough! 🚀

E
Eshan Gill

I’ve been using this CRM for the past 2 months, and it has helped me automate and systemize my business. Calls are being booked automatically, and clients are receiving regular follow-ups through email and WhatsApp. My show-up rate has increased, and my closure rate has improved as well. This is a must-have for every business owner.

D
Dr. Kavita Sharma
Sharma Dental Clinic

FLO transformed how we follow up with patients. Appointment reminders go out automatically on WhatsApp and our no-show rate dropped by nearly 40%. Setup was smooth and the team was very responsive.

R
Rohit Malhotra
Malhotra Coaching Centre

We enrolled 120+ students last batch using FLO's WhatsApp sequences. No manual follow-up needed — the automation handled everything from inquiry to fee payment confirmation.

P
Priya Nair
The Skincare Studio

Our repeat purchase rate went up after we started using FLO for post-sale WhatsApp follow-ups. The ROI calculator on their site actually undersells it — results came faster than we expected.

A
Arjun Mehta
Elevate Real Estate

FLO Konnect was exactly what we needed for site visit follow-ups. Quick to set up, works reliably, and the support team actually picks up the phone. Rare these days.

M
Mandeep S.

I want to give a massive shoutout to the incredible team at Fidus Synergies LLP. Finding a vendor is easy, but finding a true tech partner in your progress is rare—and that is exactly what they have been for us during the beta development of our cross-platform Vendor Management application. A huge part of this phenomenal experience comes down to their Principal, Sham Kamboj. Sham is an absolutely amazing and engaging leader who brings both brilliant technical expertise and a genuine passion for his clients' success. Under his guidance, the Fidus team didn't just write code or configure Out of box solutions; they delivered comprehensive solutions that laid a flawless foundation for our AI, Automated client experience workflows, Marketing Optimization Suite, mobile and desktop platforms. Their deep expertise in complex AI and Database engagements elevated our application from a standard operational tool to an intelligent, scalable, and future-proof ecosystem. Sham takes the time to understand the vision behind the technology, making even the most complex architectural challenges feel manageable and exciting. If you are looking for a forward-thinking, dedicated team to elevate your business, I cannot recommend Fidus Synergies LLP and Sham highly enough! 🚀

E
Eshan Gill

I’ve been using this CRM for the past 2 months, and it has helped me automate and systemize my business. Calls are being booked automatically, and clients are receiving regular follow-ups through email and WhatsApp. My show-up rate has increased, and my closure rate has improved as well. This is a must-have for every business owner.

D
Dr. Kavita Sharma
Sharma Dental Clinic

FLO transformed how we follow up with patients. Appointment reminders go out automatically on WhatsApp and our no-show rate dropped by nearly 40%. Setup was smooth and the team was very responsive.

R
Rohit Malhotra
Malhotra Coaching Centre

We enrolled 120+ students last batch using FLO's WhatsApp sequences. No manual follow-up needed — the automation handled everything from inquiry to fee payment confirmation.

P
Priya Nair
The Skincare Studio

Our repeat purchase rate went up after we started using FLO for post-sale WhatsApp follow-ups. The ROI calculator on their site actually undersells it — results came faster than we expected.

A
Arjun Mehta
Elevate Real Estate

FLO Konnect was exactly what we needed for site visit follow-ups. Quick to set up, works reliably, and the support team actually picks up the phone. Rare these days.