Welcome to Funding Flow CRM
Own Custom AI Agents That Run Your Business 24/7—Inside the CRM You Already Use
Lead capture, calls, follow‑up, billing, content & support—fully automated in < 30 days, with zero vendor lock‑in.
★★★★★ 70+ businesses • $8.5 M client revenue generated
Create funnels and landing pages to capture leads
Use AI to nurture your leads via text and calls
Book appointments on autopilot
Close more deals, working less
Streamline all of you marketing and sales in one place
Replace unnecessary software and subscriptions
What Could We Automate for You?
Don’t see your problem? We’ll Build the Agent.
Voice
Setter AI
Problem It Kills
Slow lead response
Fast Stat
Calls new leads in 59 s
Auto‑Clip
& Post AI
Problem It Kills
Manual content editing
Fast Stat
+22 % channel growth
Billing &
Collections AI
Problem It Kills
Chasing invoices
Fast Stat
80 % faster pay cycles
Onboarding
Concierge AI
Problem It Kills
Forms & doc back‑and‑forth
Fast Stat
40 % less churn
Customer
Support AI
Problem It Kills
Repetitive FAQs
Fast Stat
Resolves 70 % tickets
Custom <Your Process> AI
Problem It Kills
Your unique bottleneck
Fast Stat
Built to spec
Discover → Deep‑dive call to map profit leaks
Design →
We architect & storyboard your custom agent workflows
Deploy →
Full install in your own software within 24–72 hours
Optimize →
Weekly data reviews, script tweaks & bug‑hunting on retainer
Who is this for?
Small business owners looking to scale
Agencies that want to centralize operations and reduce costs
Entrepreneurs that are tired of juggling multiple tools
Own‑the‑Stack Automation Packages
paid once, per workspace * cancel anytime after 90 days
ROI Guarantee
If your new revenue or cost savings don’t at least equal your monthly retainer within 90 days, your next month is free—no questions.
What Could We Automate for You?
Don’t see your problem? We’ll Build the Agent.
Funding Flow CRM
“Your Tech, Our Brains.”
We install every workflow inside your GoHighLevel, Make, Vapi, or Zapier workspace—you own 100 % of the IP and data. Our retainer keeps it humming, optimized, and bug‑free.
AI Inbound Reps
Have an AI rep pick up your phone calls, collect lead information and do customer support for you.
AI Booking Bots
Never miss an opportunity again. AI Bots can qualify and book your leads after engaging in conversations via text, social media and more.
AI Web Builder
Create websites and landing pages with a prompt. Ready in a few minutes.
AI Workflow Automation
Save hours of your week by automating repetitive tasks and focus on what matters.
Manage Your Leads
Full CRM and sales pipeline features to manage all of your contacts
All-in-One Inbox
2-way text message, calls, emails and social media messaging from one place!
Calendar & Appointments
Create calendar widgets and manage appointments for your entire staff in one place
Sign Agreements & Documents
Create and send online documents automatically
Integrates With What
You Already Use
Not ready to make the jump and switch everything over? We integrate seamlessly with the tools you’re business is already using.
Start with a
14-Day Free Trial
Then only $297/mo
Everything included
Included Features
AI Inbound Reps
AI Booking Bots
AI Web Builder
AI Workflow Automation
Lead Management (CRM)
All-in-One Inbox
Calendar & Appointment Scheduling
Document & Agreement Management
Tool Integrations
Marketing & Sales Centralization
Say Goodbye to:
High recurring software costs
Disorganized leads and missed opportunities
Wasting time with outdated systems
Say Hello to:
Quality leads on autopilot
Effortless appointment booking
A centralized hub for all your business needs
Frequently Asked Questions
What makes Funding Flow CRM different from other tools?
Funding Flow CRM combines AI-driven automation, lead management, appointment booking, and communication tools in one platform. It eliminates the need for multiple subscriptions by centralizing your business operations with a focus on closing deals faster.
How does the AI Booking Bot work?
The AI Booking Bot automatically qualifies leads, engages in conversations via text, email, or social media, and books appointments for you. It works 24/7, ensuring you never miss an opportunity to connect with potential customers.
Can I integrate Funding Flow CRM with my existing tools?
Yes! Funding Flow CRM integrates seamlessly with the tools you’re already using, so you don’t need to switch everything over immediately.
Is Funding Flow CRM suitable for small businesses?
Absolutely! It’s designed specifically for small businesses, entrepreneurs, and agencies that want to scale their operations while reducing costs and streamlining their workflows.
How can I get started with Funding Flow CRM?
You can start for free with our 14-day trial. Simply book your free demo, sign up, explore the platform, and see how it can streamline your lead management, automate tasks, and boost your sales—all without any upfront costs!
How custom can an agent be?
If it lives in a browser or CRM API, we can automate it—outbound calls, Slack triage, spreadsheet clean‑ups, you name it.
What happens if a platform updates and breaks the workflow?T
That’s exactly what the management retainer covers—our team patches, debugs, and re‑tests within 24 hours.
Will I lose everything if I stop paying the retainer?
Nope. All agents remain in your accounts; you simply lose managed support.
Ready to put your business on autopilot?
15 minutes → custom automation roadmap. If it’s not a slam‑dunk, we’ll tell you.
7 Custom Builds Left for May
Reserve Your Spot Before May 31 (11:59 pm ET)
This Offer Ends in: