DealsFlow

$149/moStarting price

0Popularity

About DealsFlow

DealsFlow provides a conversational interface for managing business operations including CRM, customer interactions, tasks, deals, and calendar. Users can ask questions or give instructions in plain language, and the system handles the underlying coordination across marketing, sales, and operations. The platform maintains a shared workspace where clients, conversations, deals, and work remain connected without rebuilding context in separate tools. AI employees can be hired optionally to handle specific workloads such as growth marketing or sales follow-up, while the core workspace remains free. The system routes work to appropriate employees with the shared business context attached and reports progress back to the user. Integrations with platforms like Facebook, Instagram, WhatsApp, email, Google Calendar, Zoom, Slack, and Stripe support workflows such as campaign setup, customer communication, meeting coordination, and payment tracking.

Key features

Conversational CRM and client management
Task and calendar coordination
Business memory and shared context tracking
AI employees for growth marketing and sales follow-up
Mobile app for iOS and Android
Integrations with Facebook, Instagram, WhatsApp, email, Google Calendar, Zoom, Slack, and Stripe
Progress reporting and approval workflows
Credit-based usage for AI employees

Use cases

Managing sales pipelines and customer relationships through conversation
Coordinating marketing campaigns and content creation with AI assistance
Handling customer inquiries and follow-ups via integrated messaging platforms

Pros

Single conversational interface for CRM, tasks, deals, and calendar
Shared workspace maintains business context without rebuilding in new tools
Optional AI employees for growth marketing and sales follow-up
Mobile app for iOS and Android
Integrations with major platforms including social media, email, calendar, and payment systems

Cons

AI employees Cassius and Aurelius are paid add-ons with no free tier
Julius and Seneca are listed as coming soon with no availability
Integration availability varies by account and rollout
Limited to one person and one organization in the free core

Frequently asked questions about DealsFlow

What is DealsFlow?

DealsFlow is an AI-powered conversational workspace that manages business operations such as CRM, customer interactions, tasks, deals, and calendar through plain-language instructions. It maintains a shared workspace where clients, conversations, deals, and work remain connected without rebuilding context in separate tools.

Who is DealsFlow suitable for?

DealsFlow is designed for small business owners, sales teams, marketing professionals, and operations managers who want to streamline workflows by interacting with an AI assistant instead of navigating multiple tools. It is particularly useful for those seeking to reduce tool fragmentation and manual follow-ups.

How does the pricing model work?

DealsFlow offers a free core workspace for one person and one organization, including CRM, tasks, calendar, and business memory. Optional AI employees for specialized tasks like growth marketing or sales follow-up are available for an additional fee, with no platform tier or trial required.

What integrations does DealsFlow support?

DealsFlow integrates with platforms such as Facebook, Instagram, WhatsApp, email, Google Calendar, Zoom, Slack, and Stripe to support workflows like campaign setup, customer communication, meeting coordination, and payment tracking. Integration availability may vary by account.

Can I hire AI employees to handle specific tasks?

Yes, DealsFlow allows users to hire optional AI employees like Aurelius for growth marketing or Cassius for sales and customer relations. These employees operate within the same shared context and report progress back to the user, without requiring additional tools.

How do I get started with DealsFlow?

Users can start with the free core workspace by signing up on the DealsFlow website. The platform guides users through setting up their business context, including CRM, tasks, and calendar, and provides options to hire AI employees if needed.