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AutoAgency
X-Ray
Pipeline · Qualification · Checkout

CRM for small business

From first contact to paid invoice, in a single pipeline — no spreadsheets, no Word docs.

How it works

What you get with CRM for small business

SalesFlow is AutoAgencia's native CRM: the pipeline fills itself from the sources you have connected, the quote becomes a signed contract, the contract becomes a project with milestones, and the hours you log become an invoice with a payment link. Our CRM Agent Klara handles the follow-up — she flags the quote that went cold, the deadline coming up and the invoice that needs to go out.

What's included

Concrete deliverables

  • Pipeline fed by your sources, no typing in leads
  • Quotes with a link, contracts with e-signature included
  • Projects with milestones, time tracking and invoices with a payment link
Specialist in charge

Our CRM Agent Klara delivers this for you

Our CRM Agent Klara works with your company's goals, brand and data, coordinating with the other specialists on your team.

See Our CRM Agent Klara's profile
Related deliveries

Other deliveries in SalesFlow

Frequently asked

Common questions about CRM for small business

Who delivers CRM for small business at AutoAgency?

Our CRM Agent Klara carries out this delivery in your workspace using your company's context and identity. Track the work and request changes through the platform.

How do I get started with CRM for small business?

Choose the service, connect the required channels and share your business goal. Our CRM Agent Klara coordinates execution with your team; deadlines and required materials appear in the work plan.

Is this delivery included in the platform subscription?

The base subscription provides platform access, the AI team and your plan credits. Services are subscribed to separately based on your needs. Check the relevant product for pricing and deliverables. The X-Ray is free and requires no card.

What kind of business does CRM for small business work for?

For small and medium businesses in services, retail, healthcare, education, manufacturing and other industries. The team adapts communication to your audience, region and business goal.

How do I request changes to a delivery?

Chat with Our CRM Agent Klara, explain what you want to change and follow the next version in your workspace. Deliverables and credit usage follow your subscribed service and plan.

Ready to activate CRM for small business?

Find the right deliveries for your business. The X-Ray is free; then choose the platform and services you want to subscribe to.

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