Stop losing deals because of poor follow-up
Sales connected to your operation
Your customer data lives in one spreadsheet, quotes in another, and when you win the deal someone re-enters everything from scratch. NuevaFlo connects sales, operations, and finance so every quote flows without rework.
Features that eliminate double data entry
- Customer Management
- All your customers, partners, and agents in one place. No more relying on contacts in each salesperson's phone. Learn more
- Quote-Booking Flow
- Convert accepted quotes directly into shipments, without re-entering data. Learn more
- Customer Insights
- Stop guessing how much each customer bills. See activity, spend, and shipment trends. Learn more
Customer Management
All your customers, partners, and agents in one place. No more relying on contacts in each salesperson's phone.
- Lead Tracking
- Track leads, opportunities, and conversations in one place, not across email threads.
- Document Attachment
- Attach quotes, documents, and shipment records to each contact. Everything accessible with one click.
- Smart Search
- Find any account in seconds with smart search and filtering.
Quote-Booking Flow
Convert accepted quotes directly into shipments, without re-entering data.
- Quick Quotes
- Create and send quotes in minutes with predefined rates. No more building each quote from scratch.
- Pipeline Tracking
- Measure conversion rates and pipeline performance to know where to improve.
- Automated Data
- When the customer accepts, data flows to operations automatically. Zero rework.
Customer Insights
Stop guessing how much each customer bills. See activity, spend, and shipment trends.
- Top Clients
- Discover which customers generate the most margin and which routes are most profitable.
- Data Export
- Export data to your CRM or marketing tool with one click.
- Sales Enablement
- Give your sales team real data to negotiate with, not gut feelings.
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