Customer 360
Notes, contacts, opportunities and invoices stay in one customer timeline.
Confluro brings customers, opportunities, quotes, projects and finance into a fluid workspace your team can use every day.
A clean CRM experience for sales, operations and finance teams
Live workflow
12
7
5
Today priorities
On trackAcme Holding
Northwind Labs
Atlas Studio
Pipeline
From new lead to quote and project delivery, every step stays visible on the same screen. Your team sees what is waiting, where deals slow down and which revenue is coming next.
Sales funnel
Q2 Pipeline
No more CRM in one tab, projects in another and finance in a spreadsheet.
Notes, contacts, opportunities and invoices stay in one customer timeline.
Opportunities move through stages with priorities and next actions visible.
Won deals become projects, keeping tasks and owners connected.
Revenue, expenses, receivables and invoices follow the CRM workflow.
Transparent plans
Starter
CRM, project and finance tracking for one user.
Team Basic
A shared operating workspace for small teams.
Team Business
The full package for growing operations.
Launch coupon CRM2020 can activate free access.