WHAT IS MAINFLOW CRM
OUR VALUE PROPOSITION
Mainflow is a customer relationship management and automation platform that connects all the main flows that every scaling company need to deliver a best-in-class customer experience – all from one place.
With Mainflow, teams and customers are seamlessly connected end2end. Our sophisticated but simple platform helps your business grow and scale infinitely.
Here’s to your success!
MAINFLOW CRM is a complete 360° automation platform to help your business grow and scale, from sales and marketing to service and support, our platform holds all the scaling features you need. The feature set is divided into 7 different plans, depending on your needs. The MARKETING plan holds 2 apps: Email marketing automation and Social Media auto-publishing. The SALES plan holds 3 apps: Sales Pipelines to track your high ticket sales progress, Meeting Booking to easily let your custsomers schedule a meeting with you and E-signature, to get your important contracts and agreements signed easily. The PROJECTS plan holds 1 app: Projects, to keep track of your projects and collaborate with your colleagues on various projects. The CONTENT plan holds 3 apps: Landing Pages, Opt-in Forms and Site Analytics. The SUPPORT plan holds 3 apps: Tickets, Knowledge Base and Community. The AUTOMATION plan holds 3 apps: Form Designer, Flow Designer and Customer Portals. Finally, you can also have the FULL SUITE plan – where you simply have access to all Mainflow features.
Email Marketing Automation
Craft beautiful emails, produce the right message and target your audience. Personalize with precision and convert like a pro. With MAINFLOW CRM and the powerful email marketing automation module, you can connect to thousands of potential customers with tailored messages to various segments. You can automate unlimited actions in your email campaign such as adding an upsell, an order bump, send buyers info on new products and much more
Auto Publishing to Social Medias
Put your branding and marketing activities on autopilot with the Mainflow So-Me Publisher app. Add your content once and schedule it for automatic publishing with the right frequency across all your social channels. Add as many social media accounts you like and use it for effective employee advocacy as well We have 22 different social medias you can auto-publish to including LinkedIn, Facebook, X, Instagram, YouTube etc.
CRM
System
A robust CRM platform with updated customer information is vital to creating a successful marketing campaign
Smart
Segmentation
A well-segmented email list is instrumental to delivering unique and personalized messages. Reach out to your clients with personalization
Campaign
Management
Choose who sees what and gets the targeted messages. Run campaign performance tests, measure every aspect, and decide what to do next
Email
Builder
Design stunning email templates with our drag-and-drop builder in minutes. It’s as simple as dragging a block to the right position and then editing it!
360° Contact
Overview
Whether it’s a glance over a customer’s profile or tracking their engagement history, Mainflow allows you to have eyes everywhere
Email
Sequencing
With Mainflow’s automatic email sequences, you’ll never miss out on a contact conversion with the onboarding email sequence
Schedule
Posts
With Mainflow, you can schedule your posts so you don’t miss the rush hours of Social Networks for maximum engagement
22 Social
Media
Mainflow supports auto-posting on 22 social networks and services, including LinkedIn, Facebook, X, TikTok and many more
Employee
Advocacy
If you like doing Employee Advocacy, you’re in luck! You can add as many So-Me accounts as needed, to help spread your word
Bulk Scheduling of Actions
Use the Bulk schedule action to share your previously published posts on your Social Network accounts
Calendar View of Scheduling
You can see all shared and scheduled posts in the Calendar view.
You can edit and delete schedules from the Calendar easily
Track Link
Clicks
Easily track link clicking and compare performance by clicks daily, monthly, and annually
Sales Pipelines
The more leads you have, the more sales possibilities you have. Manage leads, prioritize and nurture them effectively with Mainflow CRM and convert them to paying customers
Meeting Booking
Easily manage all your critical bookings from one place. Handle multiple meeting types, manage availability and set up dazzling booking pages for your prospects and customers
E-signature
Get signatures from anyone, anywhere with the powerful Mainflow e-signature app. Simply upload your contracts and manage sophisticated signing flows, manage one-offs or recurring agreements and much more
Sales Pipelines
Nurture every potential opportunity efficiently and convert more prospects to clients
Estimates
Craft and deliver highly professional estimates using our templates and send to your potential clients
Project Collaboration
Collaborate in each phase of your project lifecycle. Ensure every delivery mirrors client expectations and quality standards
Task Management
Treat your critical sales efforts like they should be; like an important project to complete. Foster collaboration, and deliver on tasks to win
Files & Notes
Organize and manage important files and notes within your Mainflow application to share and ensure easy access to vital information
Timely Notifications
Stay in the loop and never miss a beat with our comprehensive notification features. Receive timely alerts to keep you informed
Multiple Meeting Types
Set up flexible meetings depending on your needs. Take one-on-one appointments or let multiple guests reserve your time
Availability Scheduling
Set up your appointment booking calendar by with your availability schedule and say goodbye to manual availability checks
Booking Pages
Seamlessly craft dazzling booking pages or simply grab the booking URL to share with your contacts
100 % Compliant
Mainflow E-signature is (UETA) & (ESIGN) compliant and adheres to the strictest document signing policies in the US & EU
Signing Flows
Our e-signing solution allows you to customize signing flows in accordance with your client’s signing rights and permissions
Contract Builder
Easy-to-use contract builder allows you to create beautiful, legally binding contracts right from within your Mainflow platform
Project Management
Seamlessly align tasks, projects, and objectives, creating a roadmap for success. Define projects and processes with clarity, ensuring your path to delivery is efficient. The Mainflow Projects plan holds one app for all your project management needs. As we all know, it can be hard to manage complex projects and collaborate around them, especially if you do not have the right tools to help you do so. This is where Mainflow projects come into the picture. It holds multistage workflows, infinite number of assignees, tasks and subtasks, collaboration tools, kanban view or list view and much more. All in an intuitive drag and drop interface
Boards & Stages
Easily arrange and track your projects using the Kanban stage view. Add as many Boards with as many stages as needed and invite anyone relevant to collaborate
Task Management
Add unlimited tasks, split them into bite-sized subtasks, and make every project a walk in the park
Unlimited # Assignees
Get your entire team on board and supercharge your workflow for maximum efficiency
Drag and Drop UI
Move cards effortlessly between stages, ensuring your board stays organized and up-to-date
Project Templates
Turn your favorite board or card into templates and add them anywhere, cutting down on operation time
Table View
Gain detailed insights on your tasks in a structured tabular format where clarity meets control
Smart Switching
Easily switch between Kanban and Table View and enjoy the freedom to choose the most suitable approach
Manage Success
Seamlessly align tasks, projects, and objectives, creating a roadmap for achievement. Define projects and processes with clarity, ensuring your path to success is strategic and efficient
Due Dates
Assign deadlines to each task by specifying dates and times, eliminating deadline misses and ensuring timely execution
Prioritize
Set task priorities as low, medium, or high, ensuring assignees understand the importance of each task
Connected & Updated
Stay in the loop with your team and tasks anytime, anywhere! Receive notifications in your inbox, get real-time insights, and keep your clients updated at all times
File Management
Enhance communication by sharing unlimited files and resources, ensuring it’s both effective and precise
Page Builder
Create entire websites or pages with fully designed, ready-to-use templates. Add multiple sections in one go to build cohesive designs faster. Explore an extensive library of kits suitable for any industry, style, or niche
Opt-in Forms
Create custom advanced forms to collect customer data, and payments and automate everything for your small business. With Mainflow Opt-in Forms, form building becomes effortless with the drag & drop form-builder, 50+ ready input fields, dozens of pre-built templates and much more
Site Analytics
Mainflow Site Analytics is built on world class tracking technology, making it entirely ad blocker proof and perfectly accurate. This is a big deal. Effortlessly track user journeys, understand the real paths people take to arrive at and navigate through your site
Page Builder
Effortlessly build and modify templates and template parts
Personalize your site’s headers and footers using blocks
Pre-made Layouts
Skip the guesswork and jumpstart your design with pre-designed layouts for quick and easy page building
Duplicate Designs
Easily replicate styles across blocks to save time. Apply styles to multiple blocks at once. Transfer styles across pages for design consistency
Customize & Control
Customize blocks with precision using Custom CSS. Easily apply unique styles to any element. Enhance design flexibility with full control over styling
Cool Transitions
Choose from 13 unique and versatile separator styles–top and bottom. Fully customizable––from color, size, to shadows. Add depth and creativity with Layered Separators
+40 Design Blocks
Mainflow Page Builder holds over 40 design blocks, including column layouts, containers, buttons, sliders, carousels, lists, texts, icons, accordion, tabs, social buttons, divider, spacer, and many more
Opt-in Form Templates
Select a template and build a form in no time. Dozens of templates are ready to use
Form Builder
To build a form, all you have to do is drag the fields you need and drop
Multi-step Forms
Cut long forms into multi-page. Users feel comfortable completing forms, & conversion rate is high
User Journeys
Go beyond traditional click metrics to unveil the comprehensive story of your user’s experience. Our app shows user behavior, providing you with a holistic view of their journey on your site
Every Person, Ever
See every person who has ever visited your site in one comprehensive dashboard
Merge Journeys
Mainflow Site Analytics will merge all events into one journey when a user logs in – even across multiple devices
Community & Courses
Easily create and structure your Community Portal, including knowledge and file sharing, messaging, and much more. Even add in courses for engaging learning experiences for your colleagues and customers
Knowledge Base
Power up your Knowledge Base with advanced features using the Mainflow Knowledge Base app. Create as many KBs as needed, add all articles, set up Instant Answer and much more
Support Tickets
With Mainflow Support Tickets app, you can support and promote your growth, while reducing support efforts and fight churn with more engaging and efficient support replies
Knowledge Sharing Spaces
Create unlimited Spaces for knowledge and file sharing. Add Members to the Spaces and start collaborating and networking with your colleagues and customers
Chats
Enable Members to chat to each other and in Space communications, manage notifications so you won’t miss a beat
Activity Feeds
Stay updated with real time activity feeds so you won’t miss anything important in any of your selected Spaces
Mentions & Tags
Mention members with an auto-suggest box showing the name. Allow users to create hashtags & use them to create trending activity
Easy Search
Let users search through every Mainflow Community component seamlessly
Access Management
Set different levels of access; public, private, secret community and manage member access to each Space or Course individually
Knowledge Bases
Readymade templates to create engaging and easy to use Knowledge Bases, for internal as well as external use.
Live Search
The Mainflow Knowledge Base app comes with an advanced live search bar that shows results instantly. Best way for your users to find the needed documentation
Instant Answer Chat
Activate the Instant Answer chat to make it even easier for your users to engage with your support content. The chat will sift through all your articles and provide the fastet and most accurate response
Efficient Ticketing
Streamline, prioritize and resolve questions, or simply answer as they come along. You’re in control of how you manage tickets, every step of the way
Ticket Status
Ticket status tells you exactly how your support desk looks like. Know exactly who’s waiting and who’s been taken care of at a simple glance
Ticket Portal
A customizable ticket portal lets you maintain your branding throughout your website and your support desk. A streamlined customer experience awaits
Form Designer
The Mainflow Form Designerlets you create sophisticated and engaging data capture forms – the starting point of any information processing and automation
Flow Designer
The Mainflow Flow Designer is a powerfull app that lets you create automated workflows for each and all of your data capture forms (i.e. the startingpoint of your business processes)
Customer Portals
Our Customer Portals app enables you to create end2end automated workflows by setting up an interactive customer portal for your end customers and integrate your forms and flows with it
Robust Approvals
Implement feedback & review loops and let users modify their forms’ entries and re-submit for approvals
Complex Workflow Mgmt
Configure even the most complex, conditional, and multi-step workflows with our 40+ ready-to-use steps and a simple drag and drop process builder functionality. Adapt as your process matures
Management Reporting
Detailed reports show how long each task is taking and surface bottlenecks BEFORE they become a problem
Include Everyone
Roll out automated processes for everyone (from registered users like employees and suppliers to potential customers who don’t yet have an account with you) — workflow participants don’t need to have user accounts
Edit Everything
Allows users to edit their own entries from the front end. You control which fields are editable. This powerful feature makes it easy to build end2end workflows between you and your customers. When users edit entries, you can choose to re-approve them first
Customer Portals
Mainflow Customer Portals allows you to display, edit, export, search and filter your form entries in the Customer Portal; build dynamic, front-end applications that combine your organization’s input with the input of your customer’s
Drag and Drop
Quickly design and build your Mainflow forms using our intuitive drag-and-drop builder tools
Multiple Columns
Choose the number of columns you need, customize the width, and drag fields within the builder to add a new column
Pagination At its Finest
Make longer forms more approachable by breaking them into multiple pages with less scrolling and more submitting
Data Capture Forms
Mainflow is truly mission control for starting your workflows. With an ever-growing list of fields, custom data capture forms are a breeze to build and deploy
Workflow Routing
Configure complex email routing for form notifications and confirmations based on user selections and conditional logic
Add Files
Photos and file attachments are a breeze. Just add file upload fields to your form, and users can send files directly to your server
Get an easy start
with MAINFLOW now
Everything you need to confidently grow and run your business. Create your free account now!
