Treepie - Flow

The customer record your whole company can read

3 followers

The customer record your whole company can read

3 followers

Treepie Flow is a connected CRM for managing leads, contacts, deals, quotes and customer relationships. Unlike standalone CRMs, it keeps the customer record connected across sales, delivery, finance and support—so teams can work from the same context without re-entering information.

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Launch tags:Sales•SaaS•CRM

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Maker

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We built Treepie Flow around a simple problem: the customer journey usually gets fragmented after a deal is won. Sales has one set of information, delivery has another, finance needs to ask for details again, and support often has to piece together the customer history. Treepie Flow keeps leads, contacts, companies, deals, quotes and customer activity connected in one record — so the whole company can work from the same context. It’s built for sales and customer-facing teams that want a CRM that stays useful beyond the pipeline. We’d love to hear from sales and operations teams: what’s the biggest pain point in your current sales-to-delivery handover?

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2mo ago

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