CRM & Workflow Builder

A full lead pipeline, built for conversion teams

Every lead your ads generate lands in a pipeline that mirrors how deposits actually happen: Lead, Engaged, Registered, FTD. Tag, segment, assign and automate with a drag-and-drop workflow builder, all wired to the same attribution data that tells you what each lead is worth.

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Pipelines tuned for FTDs Workflows up to 100 nodes Roles & team assignment

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AI $2,418.20 | WA $86.00

CRM · Forex VIP pipeline+ New

Lead128

Omar B.

Meta Ads · 4m ago

MetaDE

Lena F.

TikTok · 18m ago

TikTok

Engaged64

Ahmed K.

Telegram · replied 2m

HotVIP

Sarah L.

WhatsApp · replied 9m

Registered31

Daniel O.

IronFX · reg 1h ago

Hot

FTD19

Marcus R.

Meta · Ad Set 3

$1,280 FTD

Elena K.

Telegram VIP

$2,100 FTD

0Nodes per workflow

0Auto-advancing stages

0Broadcast channels per segment

<0Median first response after routing

Pipeline & Stages

A pipeline that speaks your language:
Lead → Engaged → Registered → FTD

Generic CRMs make you fight their sales stages. FlowTracker ships with a conversion pipeline modeled on how performance funnels really work, and every stage move can trigger automation.

Stages that update themselves

Leads move automatically as real events happen. An ad click creates a Lead. A Telegram or WhatsApp reply flips them to Engaged. A broker registration event moves them to Registered, and the first deposit stamps them FTD with the exact value. No manual dragging, no stale boards.

Auto-advance on tracked events from ads, chats and brokers
Custom pipelines and stages per team or per client
Deal values pulled straight from broker and Stripe events

Stage history · Ahmed K.auto

Lead · Meta ad clickDay 0

Engaged · replied on TelegramDay 0

RRegistered · IronFX eventDay 3

$FTD · $1,280 depositDay 5

Tagging & segmentation that actually scale

Tag leads by source, GEO, campaign, intent score or anything else, manually or through workflow rules. Then build segments that update themselves in real time: every lead matching your conditions flows in, every lead that stops matching flows out. Segments plug directly into Broadcast Campaigns.

Unlimited tags with auto-tagging rules
Live segments on any field, event or behavior
One segment, five broadcast channels

Segment · "Registered, no FTD"1,204 leads

Stage IS Registered

FTD event IS NOT present

Last activity WITHIN 14 days

GEO IN DE, UK, AE

Auto-updating Ready for broadcast

Workflow Builder

Drag, drop, automate.
Up to 100 nodes per workflow.

Chain triggers, conditions, AI steps and actions into automations that run your funnel 24/7. No code, no Zapier tax, no waiting on developers.

app.flowtracker.io/workflows/new-lead

New Lead Router11 / 100 nodes

Trigger · New lead from Meta Ads

Condition · Country is DE / UK / AE

AI · Score lead intent (0-100)

Score ≥ 70

Assign · Senior closer

Send · WhatsApp VIP intro

Score < 70

Send · Telegram nurture flow

Wait · 24 hours, then re-score

Four building blocks, infinite plays

Every workflow is built from triggers, conditions, AI steps and actions. Branch on any field, wait, loop, hand off to humans, or let AI decide. Teams typically automate lead routing, follow-up sequences, deposit celebrations and churn saves in the first week.

Triggers

New lead, message received, stage change, tag added, broker event, payment, or a schedule.

Conditions

Branch on any contact field, tag, GEO, source campaign, deal value or event history.

AI steps

Score intent, summarize threads, classify replies, extract data or draft messages inline.

Actions

Send messages on any channel, assign agents, move stages, add tags, fire webhooks.

Team Assignment & Roles

The right lead, on the right closer's desk,
in seconds

Route by round-robin, workload, language or GEO. Control exactly what each teammate can see and do with granular roles.

Team · Conversion Desk4 online

Sarah M.12 active leads · avg reply 1m 40sADMIN

Jonas T.9 active leads · DE, ATCLOSER

Amira H.14 active leads · AE, SACLOSER

Leo V.Reporting only · no chat accessANALYST

Smart routing. Round-robin, least-busy, language and GEO rules keep response times under two minutes.
Granular roles. Admins, closers, support and analysts each see exactly what they need, nothing more.
Performance visibility. FTDs, reply times and conversion rates per teammate, so coaching is data, not opinion.
Agency-ready. Separate workspaces per client with isolated pipelines, teams and reporting.

Assigned leads open straight into the Omnichannel Inbox with full CRM context beside every conversation.

FAQ

CRM & workflow questions, answered

Can I customize the pipeline stages?

Yes. Lead, Engaged, Registered and FTD are the defaults because they map to how conversion funnels behave, but you can rename stages, add new ones and run multiple pipelines side by side, for example one per broker, product or client.

How is this different from a generic CRM like Kommo or HubSpot?

FlowTracker's CRM is fed by the attribution engine. Every lead arrives with its source ad, campaign, GEO, fingerprint and full event history attached, and stages advance automatically on real broker and payment events. Generic CRMs see a name and an email. See our Kommo comparison.

What can workflows actually do?

Anything from a two-node auto-reply to a 100-node routing machine: send messages on WhatsApp, Telegram, Email and SMS, score leads with AI, branch on any field, wait and loop, assign teammates, move stages, add tags and fire webhooks to external systems.

Do workflows work with the AI features?

Yes. AI steps are first-class workflow nodes: intent scoring, thread summarization, reply classification and message drafting. You can also let ASK draft entire campaign flows for you and drop them into the builder.

Is there a limit on leads, tags or workflows?

Workflows support up to 100 nodes each, and you can run as many workflows as your plan allows. Tags and segments are unlimited on all plans. See pricing for lead volume tiers.