CRM

Every prospect in its place, in the tool you prospect with.

Your pipeline, contact records and replies live in the same place as your campaigns. Cards slide from one column to the next, some move on their own, and there is nothing to re-enter in another tool.

Made-up data. One card dragged by hand, another that moves on its own when the prospect books a meeting.

Pipeline and contact record

A pipeline that fits you, a record for every contact.

The pipeline shows in columns where your prospects stand. Double-click a card to open the record, which gathers the contact’s history, campaigns and next action.

  • Six default stages: New, Contacted, Interested, Hot, Meeting booked, Converted. You add, rename, recolor or delete stages.
  • Drag and drop moves a card, a double-click opens the record. Inside the record, the pipeline bar does the same with one click on a stage.
  • Some cards move on their own: to "Contacted" as soon as an email goes out, to "Meeting booked" as soon as the prospect books, to "Interested" when a call ends as "interested". Never backwards, and the card is tagged "auto".
  • From the record: a note, a call report, an email or a LinkedIn message, all added to the history.
  • The current campaign, the step the contact is at and their next action, with a button to pause their sequence.
Made-up data.

Replies and CRM stage

One reply handled, the CRM stage follows.

Every contact has a CRM stage, from New to Won. When you set a status in the Inbox, or confirm the one the AI suggests, it updates without you touching it. It is a separate marker from the pipeline columns.

  • Five Inbox statuses: To handle, Interested, Meeting, Not now, Not interested.
  • Interested moves a contact from New or Contacted to Qualified. Not now moves it from New, Contacted or Qualified to Nurture, with the follow-up date.
  • Not interested moves it to Lost when you are the one deciding. The AI never puts a contact in Lost.
  • Eight CRM stages: New, Contacted, Qualified, Proposal, Negotiation, Won, Lost, Nurture. You can also change it by hand from the thread, or on several contacts at once in the list.
  • A contact who books a meeting moves to "Meeting booked" in the pipeline and to at least Qualified on the CRM side.
Made-up data.

Intent signals

The right moment to write, flagged for you.

FluenzR spots what changes for your contacts and shows it on the home page and on their record. One click to act, and no cost per signal.

  • On LinkedIn: a role change, a company change, a reaction or comment on one of your posts. A connected LinkedIn account is required.
  • In public data: a new establishment or a capital change at their company (BODACC), a head office move or a leadership change (French company registry).
  • Three actions on each signal: add the contact to a campaign, create a task on their record, or ignore it.
  • A rule can do it for you: when this type of signal arrives, the contact joins the campaign you picked. Only the contact is added, the campaign never changes.
  • Only contacts in your CRM are followed, never unsubscribed ones. LinkedIn profiles are re-read at most once a week. You switch signals off, or pick the types, in the settings.
Made-up data.

Lists and teamwork

Only one person writes to each prospect.

Lists organize your contacts and feed your campaigns. As a team, the database is shared without duplicates.

  • Static or dynamic lists. A dynamic list enrolls its new contacts on its own, if they have an email, in the active campaigns linked to it.
  • Every contact has an assigned salesperson and a visibility: Personal (visible to their salesperson and admins) or Team (visible to everyone).
  • When a colleague already follows the person, FluenzR does not duplicate them and tells you who does: "Already followed by …". On import, those contacts are skipped and listed with the colleague’s name.
  • Sharing with the team, making personal or assigning to a salesperson works on several contacts at once.
Made-up data.

Fed from everywhere, protected by default

  • The missing email, found

    "Find email" looks up a contact’s address, one at a time or for up to 1,000 contacts at once. 50 lookups are included each month, and you can plug in your own Apollo or Hunter keys. An address is only kept when it is found and verified.

  • Verified emails

    When a contact is created or imported, FluenzR checks that the address’s domain receives mail and flags disposable domains. Those contacts are not enrolled in any campaign.

  • HubSpot and Pipedrive

    Import a HubSpot list (static or dynamic) or a Pipedrive people filter: the contacts join a group, with no duplicates. In return, depending on what you tick, FluenzR creates the contact, adds a note to their record and opens a deal when a prospect is interested.

  • Imported from your old tool

    The export from lemlist, La Growth Machine or Waalaxy is recognized. Unsubscribes, bounces and contacts who already replied keep their status.

  • Blocklist

    An address on the blocklist no longer receives any email from your campaigns. A "stop" reply or a bounce adds it there.

  • Apollo

    Your Apollo prospects sync with a FluenzR list, and the email lookup can use your own Apollo key.

Frequently asked questions

Are the pipeline and the CRM stage the same thing?

No. The pipeline is the board of columns (New, Contacted, Interested, Hot, Meeting booked, Converted), which you customize. The CRM stage (New, Contacted, Qualified, Proposal, Negotiation, Won, Lost, Nurture) follows your Inbox statuses. Both show on the contact’s record.

Do cards move on their own?

In three cases: an email goes out (card to "Contacted"), the prospect books a meeting ("Meeting booked"), or a call ends as "interested" ("Interested"). A card never moves backwards on its own. For everything else, you drag it yourself.

Do signals cost credits?

No, there is no cost per signal. LinkedIn signals need a connected LinkedIn account, company signals rely on public data.

What happens if a colleague already follows a prospect?

FluenzR does not create a duplicate and shows "Already followed by" with the colleague’s name. On import, those contacts are skipped and listed.

Should I keep HubSpot or Pipedrive?

If you manage your deals there, yes: FluenzR plugs into them. It imports your lists, then can create the contact there, add a note and open a deal when a prospect is interested. It never changes the fields of a contact already in your CRM.

Are my contacts verified before sending?

The address is checked on creation and import: a domain that does not receive mail or a disposable address is kept out of campaigns. The blocklist and unsubscribes are respected too.

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