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 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

  • 🌟 Premium Marketing

    Take your marketing to the next level with our Premium Add-On - a suite of advanced tools designed to boost engagement, increase conversion, and give you more ways to connect with your audience.

    With this add-on, you get access to:

    • Snippets: Save time and stay consistent with reusable text blocks for emails, messages, and more — perfect for common responses or branded sign-offs.

    • Countdown Manager: Add urgency to your campaigns with dynamic countdown timers for emails, landing pages, and promotions.

    • Trigger Links: Turn any link into an action – track clicks, automate workflows, or move leads through your funnel with a single click.

    • Surveys & Quizzes: Create interactive surveys and quizzes to capture lead data, qualify prospects, or gather customer insights with ease.

    • Chat Widget: Add a live chat function to your website so visitors can get in touch instantly – boosting engagement and conversion.

    • QR Codes: Generate branded QR codes for events, flyers, or business cards to drive people straight to your booking forms or offers.

    • Social Media Manager: Schedule and publish posts across platforms, manage your content calendar, and streamline your social media presence – all from one place. Please note there are currently some limitations with video scheduling. Functionality is being added to all the time. Please reach out for more info.

• 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 boltons.