Best-equiped to win new business
Sales made simple and connected
Close more deals with integrated tools for customer management, quoting, and insights. NuevaFlo connects sales to operations and finance, eliminating silos and redundant data entry.
Features for a winning Sales Strategy
- Customer Management
- Centralized database for customers, partners, and agents. Learn more
- Quote-Booking Flow
- Convert accepted quotes directly into shipments. Learn more
- Customer Insights
- View customer activity, spend, and shipment trends. Learn more
Customer Management
Centralized database for customers, partners, and agents.
- Lead Tracking
- Track leads, opportunities, and communication history
- Document Attachment
- Attach quotes, documents, and shipment records per contact
- Smart Search
- Smart search and filtering for quick access to key accounts
Quote-Booking Flow
Convert accepted quotes directly into shipments.
- Quick Quotes
- Create and send quotes in minutes with predefined rates
- Pipeline Tracking
- Track conversion rates and pipeline performance
- Automated Data
- Reduce manual entry with automated data carryover
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- Product updates
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Customer Insights
View customer activity, spend, and shipment trends.
- Top Clients
- Identify top clients and high-margin routes
- Data Export
- Export data for CRM or marketing automation tools
- Sales Enablement
- Empower sales teams with actionable visibility
