Streamline CRM Communication with DealFlo
DealFlo is a Chrome add-on designed to enhance communication for sales professionals using Customer Relationship Management (CRM) systems. By integrating directly into the CRM interface, it allows users to text customers without navigating away from their current workflow. The tool automatically pulls up the relevant customer information in a side panel, displaying call history, notes, and upcoming appointments, which streamlines the process of managing customer interactions.
With DealFlo, users can quickly reply to texts, search for customers by name or phone number, and easily manage AI interactions. This tool also provides a convenient calling feature that rings the user's phone first before connecting to the customer. DealFlo is a free extension that requires a DealFlo account and dealership activation for full functionality.
