The CRM that runs a phone-order parts desk end to end.
A customer calls about a broken part. SalesFlow finds them by number, checks the part fits, holds the card, captures when it ships, pays your reps on margin, and has an AI grade the call.
A screen shaped like a phone call.
The phone rings inside the CRM. SalesFlow matches the number and opens the right tab: a follow-up you owe, an order in flight, or a new sale.
- Zoom Phone in the pageDial and answer without leaving the CRM. The recording links to the call afterwards.
- VIN in, whole vehicle outThirty specs decoded and saved, and a mistyped character flagged with a correction.
- Paste a listing, get a fitment verdictAn eBay link brings back price and part number, checked against the caller’s vehicle.
- Most calls decide their own outcomeA confirmed sale, an unanswered dial or a call under thirty seconds closes itself. Anything else gets one small box: follow-up, no sale with a reason, or not a customer.
Money moves when the part is real.
A card charged before the part exists becomes a refund or a chargeback. SalesFlow holds first and captures when the part ships.
- Hold now, capture laterAuthorise on the call, capture when tracking goes on. Holds renew on a schedule.
- Pay links that check themselvesSalesFlow asks the gateway whether the link was paid, then marks the order and sends the receipt.
- Your gateway, or severalEach organisation runs its own Authorize.net accounts, with a standby ready.
- After the sale, still one screenPartial refunds, per-part returns, ship-again, and every receipt archived with its delivery proof.
An AI that listens to every call and tells you where the sale went.
Every recorded call is transcribed, scrubbed of card numbers, and scored by Claude on four things: discovery, price, objection handling and whether anyone asked for the sale.
- The close ask, quoted backOn the desk this was built for, one rated sales call in five had an explicit ask. Those calls scored 7.1 out of 10 against 4.1 for calls with none.
- Worst calls firstA review queue sorted by score, with the coaching note sent to the rep as a Slack DM.
- Two more Claude helpersPasted addresses file themselves into fields, and any order writes its own 90-word summary on demand.
Fulfilment that runs itself, from a phone if it has to.
Every sale posts to Slack with buttons, so the person buying the part can log the source, the purchase and the tracking from a phone.
- Queues that decide for youTo charge, to capture, to source, to ship, hold lost. Oldest first.
- Tracking that reports backCarrier detected from the number. The delivery scan completes the order and emails the customer.
- Margin on every lineExpected cost beside pitch price, real cost after purchase, gross profit straight into payroll.
Every callback promise, dated and counted.
The money leaks at “let me call you back.” SalesFlow keeps every promise as a dated item and shows the whole desk what is open, moving, or dead.
- Every dial counts itselfCalls and texts are pulled from the phone system and logged against the follow-up. Reached means sixty seconds of conversation.
- Due today, overdue, untouchedEach rep opens on the callbacks they owe, oldest first.
- Dead with a reasonNo-sale closes the chain with one of six reasons you can report on.
One page that says where the money went.
Every working day against the one before: what the ads cost, what came in, what was sold, what shipped, what landed. A tile that needs a look goes red, and every tile opens the records behind it.
- Ad spend to gross profit in one rowGoogle Ads spend, cost per call, cost per sale and the return on every dollar, read against the calls and orders of the same day.
- Every promise has a deadlineBuy the part within four hours of the money, tracking within a day, a chargeback answered in a day. What is late sits at the top of the owner’s list with how late it is beside it.
- Calls by hour against people onRed bars where calls came in and nobody was signed in, in the desk’s timezone and the team’s.
Ranked and paid on the same number.
Gross profit per order ranks the leaderboard, climbs the incentive tiers and lands on the payslip. One number, no spreadsheet.
- Leaderboard every rep opens onPodium, race chart, streaks and the gap to the next tier.
- Payroll in one click a monthBase pay prorated, tiered incentive on GP, unpaid days deducted, payslips printed.
- Attendance from Slack/signin and /signout keep the shift card and feed absences into pay.
Four jobs run while the desk sleeps.
Four scheduled jobs check the calls, the money and the ad spend.
Call analysis
Pulls Zoom recordings, masks card digits and scores the call.
Payment reconcile
Asks the gateway about unpaid link orders and reports any money the CRM never saw.
Hold renewal
Re-holds cards after six days. A decline files the order as hold lost.
Google Ads sync
Reads spend, clicks and the calls Google counted for every ad account, so the dashboard can price each call and sale.
The rest of the desk, in the same system.
One login and one set of numbers for everything else a parts operation runs on.
Customers
Found by phone, name or order number. Vehicles, cards, orders and calls on one page.
Orders
Search by order, customer, phone, part or VIN. Export what is on screen.
Tickets
Thirteen ticket types, assigned with a Slack DM, answered by email.
Chargebacks
Filed from the order, tracked to won or lost, delivery proof attached.
Finance
Revenue down to net profit, per order and per month.
Expenses
Any currency, rate locked on the day, reimbursements per person.
Analytics
Sales, fulfilment, procurement and agent performance for any period.
Platform
Several organisations with their own fees, settlements and gateways.
Serious about the boring parts.
Money and customer data move through this system every day.
- Tenant isolation at the data layerEvery query is scoped to your organisation inside the resolver, and a missing scope blocks the merge.
- Card numbers stay out of transcriptsScrubbed before storage and before the AI reads them, even when the digits are spelled out.
- Roles that mean moneySales can hold a card. Only admins capture, refund or see card details, and each action is audited.
- Everything leaves a traceTimelines, audit logs and delivery receipts, plus more than five thousand automated tests on every change.
See it run on a real call.
A 20-minute walkthrough on your own numbers, then a deployment on your own domain.