AI native CRM for builders and high velocity sales teams
Agentic CRM that turns records into actions.
Intelligent CRM that works for you
Our AI-native platform automates routine tasks, provides actionable insights, and helps you build stronger customer relationships.
Intelligent copilot for sales reps with world-class human-in-the-loop approval and automations across all CRM activities.
Leverages deep insights, knowledge bases, and client activities to create highly personalised and engaging email/message drafts.
Deep understanding of customer needs and behaviors through AI analysis of interactions and feedback.
Intelligent workflows that adapt to your team's patterns and automate repetitive tasks.
AI-powered insights to help you make data-driven decisions and improve your sales performance.
Seamlessly connect all customer touchpoints with AI that maintains context across channels.
Frequently asked questions
Everything you need to know about TOFLOW.
What is an AI-native CRM and how does it differ from traditional CRM?
An AI-native CRM, like ToFlow, embeds artificial intelligence into every feature rather than bolting it on afterward. Traditional CRMs rely on manual data entry, fixed workflows, and form-based navigation. ToFlow's AI agent automates logging, suggests next steps, and powers all actions via chat, turning your system of records into a system of actions.
How does toflow automate data entry in a CRM?
With ToFlow, calls and meetings are auto-transcribed and summarized into activity entries for reps to review. Creating new contacts or companies is as simple as chatting a website or LinkedIn URL - our AI agent scrapes and populates the details. This cuts manual entry by over 50% and keeps your data accurate.
Can toflow CRM really reduce manual updates by 50% or more?
Yes. For example, one SaaS customer on pilot, saw a 90% reduction in discrepancies between their CRM and backend systems. ToFlow's chat-driven entry, post-meeting auto-forms, and bi-directional integrations eliminate most repetitive tasks, freeing reps to focus on selling instead of typing.
What are the benefits of using chat-based interfaces for CRM tasks?
A conversational interface lets users execute any CRM action - logging activities, creating tasks, drafting emails - by typing. This eliminates endless clicks through menus or forms, accelerates workflows, and flattens the learning curve so new hires and non-technical users onboard faster.
How does toflow driven follow-up funnels improve sales performance?
ToFlow's AI agent monitors every deal for missed or late follow-ups and automatically drafts personalized emails based on your historical conversations. One customer boosted follow-up open rates by 20% in four weeks. Consistent, timely outreach means no lead slips through the cracks and conversion rates climb.
How does toflow agent personalize cold outreach emails?
toflow ingests your organization's past email threads and trains a custom AI model. When drafting a new message, it references relevant details and past interactions and generates an on-brand, personalized email in seconds. This approach standardizes quality while retaining individual flair. Customization in writing style also happens at an individual user role, so each individual personality is retained when sending out emails.
How long does implementation take?
Most customers are up and running within 1-2 weeks. Our implementation team will work with you to configure the platform to your needs, import your data, and train your team on how to get the most out of toflow.
Which integrations are required to connect toflow with my existing tech stack?
ToFlow connects via APIs and webhooks to your email (Gmail/Outlook), prospecting tools (LinkedIn, Apollo), and data stores (BigQuery, Redshift). We also integrate with most calling solutions so the activity data entry is completely automated.
How secure is customer data in toflow solution?
We employ enterprise-grade security measures including end-to-end encryption, regular security audits, and compliance with GDPR, CCPA, and other relevant regulations. Your data is stored in SOC 2 compliant data centers. The AI processing happens within your private environment - no data is shared with third parties. You retain full ownership of your records and audit logs, ensuring both privacy and traceability.
What's the ROI of switching to toflow for a SaaS business?
Customers typically see: 50% reduction in rep time spent on data entry 20–30% lift in follow-up open and response rates Faster ramp for new hires via AI-generated call summaries and next-step recommendations These gains translate to more closed deals per rep and lower admin overhead, often paying back in under 3 months.
What pricing models does toflow offer?
We offer Starter, Growth & Enterprise plans. Your CRM scales with you as your team grows. Request early access for a personalized demo and a custom pricing that suits you.