Your Business, in Sync.

Activ Flow is your central CRM and marketing hub, the engine behind your business. From managing leads and tracking sales pipelines to launching campaigns and nurturing relationships, this powerful platform puts everything you need in one place.

Built with busy consultants, marketers and business owners in mind, Activ Flow is designed to help you work smarter, not harder. It brings structure to your follow-ups, clarity to your marketing, and flow to your day-to-day activity.

With Activ Flow, you can:

• Keep your leads warm and your pipeline full

• Track, conversations, sales, and marketing performance

• Automate tasks to save time and boost consistency

• Launch email campaigns and nurture sequences

Whether you're just starting out or scaling up, Activ Flow supports you at every stage of your journey. It's more than a tool, it's your business partner in the background, keeping things moving while you focus on doing what you do best.

✅ What's Included in Your Standard Activ Flow Subscription

• Website Forms Setup (Done-for-You):

  • Newsletter sign-up

  • Contact page

  • Book a discovery call

  • All forms automated and linked to your calendar

• Core CRM Features:

  • Conversations inbox to manage client messages

  • Integrated calendars for scheduling and visibility - set up of two available calendars

  • Contact management – upload, store, and organise your data

  • Opportunities pipeline – with an automated workflow to manage your sales journey

• Marketing & Automation:

  • Ready-to-use automations for your contact form, newsletter, and discovery call booking

  • Unlimited form creation

  • Email marketing (up to 4,000 emails/month)

  • Newsletter tools with visual builder and scheduling

• Team & Capacity:

  • Manage up to 1 team members within your system

  • Store unlimited contacts

• Performance & Reporting:

  • Generate activity reports to track monthly performance and insights

Please note additional functionality is available via cost effective upgrades. Please reach out to your Activ point of contact to upgrade.