Moreflow: CRM and Business Operations Platform
Moreflow helps small and mid-sized businesses manage sales and operations from lead capture to payment. It is designed for teams looking to consolidate multiple tool subscriptions into one platform.
At a glance
- Category
- Operations
- Best for
- Small Businesses, Mid-Market Companies, Sales operations managers
- Pricing
- Plans start at €49/month for the Base tier, with Pro at €149/month and Max at €379/month. Tiers differ by the number of users and the volume of emails, SMS, and AI credits provided.
- Key use cases
- Lead Management, Contract Execution, Billing and Collections, Sales Content Creation
- Integrations
- Gmail, IMAP, Stripe, PayPal, Monday import
- Official website
- moreflow.io
Moreflow is a business platform designed to handle the customer lifecycle. It integrates a CRM, contract management, and payment processing, which may reduce the need for separate tools for scheduling or e-signatures.
The tool is aimed at small and mid-market companies seeking a centralized location for sales data and lead management. It includes features for automating lead follow-ups and managing client communications through email and messaging apps.
Buyers should note that the platform includes built-in utilities, such as automated invoicing and debt collection, which are designed to support the transition from a signed contract to a received payment.
Before choosing Moreflow, buyers should consider their specific volume needs regarding emails, SMS, and AI credits, as these are tiered across different pricing plans.
Key Features
Tracks customer relationships with activity logs, files, and notes, featuring collaboration tools where updates are visible in real time.
Supports the creation and signing of legally binding contracts via integrated e-signatures.
Integrates with Stripe and PayPal for checkout, payouts, and automated invoicing.
Provides tools to coordinate and book meetings from the dashboard.
Supports lead generation and automated workflows, such as welcome emails and follow-up tasks.
Uses AI to help generate personalized content, including emails, summaries, and proposals.
Use Cases
Capturing leads via website forms and using automation to assign them to sales and send welcome messages.
Sending a proposal and contract through the CRM and redirecting the client to payment after signing.
Generating standardized e-invoices and using automated dunning processes to manage debt collection.
Using AI integration to draft personalized client proposals and summaries based on requirements.
Best For
Integrations
Pricing
Plans start at €49/month for the Base tier, with Pro at €149/month and Max at €379/month. Tiers differ by the number of users and the volume of emails, SMS, and AI credits provided.
FAQ
Moreflow is a platform that combines CRM, meeting scheduling, e-signatures, and payment processing into one automated workflow.
It is designed to handle lead capture, scheduling, and contracts, which may allow businesses to replace standalone subscriptions for those functions.
Moreflow offers a 7-day free trial that provides full access to all features.
Pricing is tiered into Base (€49/month), Pro (€149/month), and Max (€379/month), with each tier increasing the limits for users, communications, and AI credits.
Source category: Operations
Source subcategory: CRM
