Fits on day one
- Discovery
- Technical fit
- Security review
- Finance approval
- Contract
Describe how your team sells. toflowlabs sets up the objects, stages, fields and approval rules to match.
Setup
The enterprise CRM that adapts to how you sell
toflowlabs is an AI CRM built around your workflow. It fits your process on day one, changes when your process changes, and turns every conversation into context.
toflowlabs
Opportunities+ New
Enterprise pipeline · 9
| Opportunity | Stage | Amount | Owner | Security review |
|---|---|---|---|---|
| Northwind Logistics | Security review | $480,000 | PR | Requested |
| Halcyon Health | Finance approval | $310,000 | DO | Passed |
| Brightline Rail | Technical fit | $265,000 | MT | Not started |
| Kestrel Bank | Security review | $720,000 | PR | In progress |
| Tidewater Ports | Contract | $540,000 | AK | Passed |
| Corvid Analytics | Discovery | $95,000 | DO | Under $250k |
| Pinecrest Insurance | Technical fit | $180,000 | MT | Under $250k |
| Lumen Grid | Discovery | $410,000 | AK | Not started |
| Orbital Foods | Contract | $130,000 | PR | Under $250k |
Ask toflowlabs
Deals over $250k now need a security review before finance approval. Add it to the pipeline and assign Mei.
Added a Security review stage before Finance approval, and a Security review field on 6 open deals over $250k, owned by Mei Tanaka.
Approve changeSee diff
Ask or change anything…
Works with
- Gmail
- Outlook
- Google Calendar
- Claude
- ChatGPT
The problem
Your CRM should fit your business, but most make you fit theirs
- The rigid suite
- Your process bends to the vendor’s objects, and every change becomes a consulting project.
- The stale database
- Reps skip data entry, so the CRM is always a week behind what is actually happening in deals.
Stop choosing between rigid and stale
A CRM built around your workflow, that keeps up with it
toflowlabs combines a flexible data model with AI that does the upkeep, so the CRM matches how you sell today and next quarter.
Adapts as you change
Suggested change
14 deals mention a paid pilot. Add a Pilot status field?
ReviewDismiss
When your process shifts, toflowlabs suggests the change to your CRM, and admins approve it before it goes live.
Adaptation
Builds your context
- Security review requested by MeiLinkedIn
- Rollout depends on pilot resultsCall
- Legal needs the DPA before signingEmail
Emails, calls, meetings, LinkedIn and WhatsApp become account memory that your whole team and your agents can use.
Context
How it works
From your process to a working CRM in a week
Describe how your team sells
Write your process the way you would explain it to a new hire. toflowlabs turns it into a working CRM: objects, stages, fields, approvals and views, ready for you to review.
Your process
We sell annual contracts to logistics companies. Every deal needs a technical fit call and a security review. Anything over $250k goes to finance before contract.
toflowlabs set up
Objects
Companies, People, Opportunities, Pilots
Stages
5, from Discovery to Contract
Fields
23, including Security review
Approvals
Finance sign-off over $250k
Connect where your team sells
Bring your history from Salesforce or HubSpot, then connect email, calendars, LinkedIn and WhatsApp. Every conversation lands on the right account from then on.
Importing from Salesforce82%12,408 accounts · 31,220 contacts · 4 years of activity
- Gmail
- Google Calendar
- Outlook
- Zoom
Let agents handle the busywork
Agents log activity, update deals, draft follow-ups and run outreach inside the permissions you set. You decide what needs a human sign-off.
What toflowlabs agents do, when they run, and who approves Job Runs Approval Log calls and meetings After every call Not needed Update deal fields and stages When new context arrives Optional, per field Draft follow-up emails After meetings and replies Rep approves Flag deals at risk Every morning Not needed Run outreach on email, LinkedIn, WhatsApp When a contact enters a segment Manager approves
Enterprise ready
Ready for your security review
The controls your IT and security teams will ask about, on every enterprise plan.
- Single sign-on
- Sign in through your identity provider over SAML and manage access in one place.
- Field-level permissions
- Decide who can see and edit each object and field, down to deal amounts.
- Audit log
- Every change is recorded, whether a person or an agent made it, with the context behind it.
- Admin-approved changes
- Changes to your data model stay drafts until an admin approves them.
- Your data stays yours
- Your CRM data is never used to train models shared with other customers.
- Works with your AI
- An API and MCP server let Claude, ChatGPT and internal tools work under each user’s permissions.
Any questions?
Stop bending your process.
Start selling your way, with toflowlabs
How long does setup take?
Most teams describe their process and review a working setup in their first session. Importing data and connecting email, calendars and LinkedIn usually happens in the same week.
Can we migrate from Salesforce or HubSpot?
Yes. We import your accounts, contacts, deals and activity history, and map your existing fields and stages so your reports keep working.
Do admins stay in control of what the AI changes?
Yes. Agents work within the permissions you set, changes to your data model always need admin approval, and every action is in the audit log.
Does toflowlabs work with Claude, ChatGPT and other AI tools?
Yes. toflowlabs has an API and an MCP server, so the AI tools your team already uses can search, read and update records under each user’s permissions.
How does toflowlabs relate to toflow.ai?
toflow.ai is our outreach product for LinkedIn, email and WhatsApp. toflowlabs is the full CRM, with that outreach built in.
What does toflowlabs cost?
Enterprise plans are annual and based on seats and usage. We scope pricing on the demo call once we understand your team and process.