FlowChat

Turn social interactions into sales with integrated chat, pipelines, and smart automations.
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Start where your buyers already talk: inside comments, DMs, and group threads. FlowChat lets you convert those touchpoints into a working queue you can actually move. Click any commenter or channel member to capture them as a prospect with their handle, profile links, and context attached. Auto-tag by post, campaign, or persona, then drop them into a clear pipeline with stages you define. Assign owners, set due dates, and queue reminders so every outreach step happens on time without juggling tabs or spreadsheets.

Run outreach like a repeatable play. Use Shortcut Messages for first replies, objections, and follow-ups so your team stays consistent while still personalizing the opener. Pull details from the Knowledge Database to reference prior chats and documents without hunting history. When a conversation heats up, escalate seamlessly: offer a “Call Me” click-to-call, start a Video Chat for face-to-face qualification, or transfer the thread to a specialist in one step. For deals with multiple stakeholders, keep context intact with Persistent Chat rooms tied to the opportunity—no more fragmented side threads.

Connect FlowChat to the rest of your stack using WebHooks. Push new prospects to your CRM the instant they engage. Sync stage changes back to ad platforms for smarter retargeting. Trigger email or SMS sequences when a prospect advances. Pull registrations from forms and webinars directly into the pipeline with source and UTM data attached. Alert your team in Slack or Discord when replies land. Enrich profiles with public data from other social networks to find alternate handles and touchpoints, then prioritize based on fit and recent activity. All conversation logs roll into the Knowledge Database for searchable context across your team.

Handle website traffic with the same rigor. Use Visitor Targeting to spot frequent or high-intent visitors and launch a tailored pop-up message. If someone needs technical help, start Co-Browsing to see their screen and guide them click by click. Capture after-hours interest with the Offline Form and route new submissions to the next available rep. Plan coverage using Agent Scheduling so handoffs are clean and your busiest windows are fully staffed. A simple pipeline view anchors your day: morning triage to clear new replies, midday follow-ups driven by due dates, afternoon escalations to calls or demos, and an end-of-day pass to move deals forward or recycle stalled leads.

Review Summary

Features

  • Prospect Capture from Social: Convert commenters and channel members into trackable prospects with one click.
  • Custom Pipelines: Define stages, assign owners, set due dates, and automate reminders.
  • Shortcut Messages: Reusable reply templates for fast, consistent outreach and follow-ups.
  • Knowledge Database: Searchable history of chats and documents for quick context.
  • WebHooks Integrations: Send and receive data with CRMs, ad platforms, forms, and chat tools.
  • Profile Enrichment: Augment prospects with public data from other social platforms.
  • Call Me Option: Instantly move from chat to phone with click-to-call.
  • Video Chat: Face-to-face conversations for qualification and demos.
  • Transfers: Hand off live threads to the right teammate without losing context.
  • Persistent Chat: Topic-based rooms that keep multi-stakeholder deals organized.
  • Visitor Targeting: Identify frequent or high-intent visitors and trigger targeted pop-ups.
  • Co-Browsing: View visitor screens to troubleshoot and guide in real time.
  • Offline Form: Capture questions when agents are unavailable and queue them for follow-up.
  • Agent Scheduling: Plan coverage and route conversations based on availability.

How It’s Used

  • Spin up a DM campaign: capture commenters from a launch post, tag by offer, and start a 3-step cadence.
  • Auto-sync new prospects to your CRM and push ‘Booked’ stage updates to your ad audiences.
  • Qualify in chat, then escalate to a Video Chat for a product walkthrough without switching tools.
  • Use Shortcut Messages to handle common objections and keep response times under two minutes.
  • Create a Persistent Chat room for an enterprise deal with multiple stakeholders and keep decisions visible.
  • Trigger Slack alerts when high-intent replies arrive so a senior rep can jump in fast.
  • Guide a stuck trial user with Co-Browsing, resolve the issue, and log the session to the Knowledge Database.
  • Capture weekend inquiries via the Offline Form and auto-assign them to Monday’s on-call team.
  • Schedule agent shifts to cover peak traffic; use Transfers for smooth handoffs at shift change.
  • Review the pipeline at day’s end, move stalled prospects to nurture, and queue tomorrow’s follow-ups.

Plans & Pricing

Basic

$166.00 per month

Store up to 15,000 Leads
Up to 10 Pipelines
1 Team Member License
Automations
(bulk friending/messaging)
AI Response Assistant + Pipelines with Message Templates
Group Onboarding Call

Growth

$416.00 per month

Inclues features of Basic plan, plus
Store up to 25,000 Leads
Up to 25 Pipelines
2 Team Member Licenses
Export to CSV
Zapier/Webhooks + $200M+ Sales System
Strategy & Copy Sessions (Tue/Thu)
Access to Templates Vault

White Label

Custom

Customization
Automation For Your Clients
13 Social Media Platforms
Your Own Chrome Extension
Integrate with any CRM
Access to Wholesale Licences
Reporting For All Sub-Accounts
Boost Retention With Software
Build Your Brand
1 on 1 Premium Support

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