The CRM built for agents who close

More closes.
Zero chaos.

One platform replaces your CRM, DocuSign, SMS tool and calling agent. Your prospects get followed up. You get paid.

30-day free trial at launch · No credit card required
🛡Insurance
☀️Solar
🏠Mortgage
🏥Medicare
⚖️Legal
💰Financial & more

Already built

Founding Members · Limited spots

Be one of the first 500 agents
to get access.

Founding members get early-adopter pricing, direct input on the roadmap, and a platform that looks like this from day one.

app.flussoagent.com/pipeline
flussoagent
Pipeline
Leads
Appointments
SMS Sequences
E-Signatures
Commissions
AI AGENT
Active · 3 calls today
NEW LEADS
24
+8 today
APPTS TODAY
3
Next: 2:00 PM
CLOSED MTD
12
$4,820 earned
IN SEQUENCE
18
Auto follow-up
PIPELINE — MAY 2026
NEW7
Maria G.
Life Insurance
Robert T.
Medicare
CONTACTED5
James Kim
Touch 3/7
Ana Perez
Solar
APPT SET4
Linda Monroe
Thu 2:00 PM
QUOTED3
David Park
Decision today
CLOSED12
Susan Lee ✓
$380 commission
Mike Torres ✓
$520 commission
AI Agent active · Last call 14 min ago
3 SMS sequences running
1 signature pending
Flusso Agent Beta v0.9

This is what your dashboard looks like from day one. No setup. No configuration. Just open and start closing.

The real problem

You're not losing deals in the pitch.
You're losing them after it.

The agents winning aren't better salespeople. They're just more organized. Here's what disorganization costs you every month.

73%

of leads go cold after the first contact

The 7-touch rule isn't optional. Most agents stop at 2 — not because the lead said no, but because life got in the way.

4+

separate tools the average agent juggles

CRM, e-signatures, SMS platform, calendar app. Each costs money. None of them talk to each other. You pay the price in time and deals.

$0

visibility into which leads your team touched today

Who followed up? Who's sitting on a hot prospect? Which policy renews next week? Without a system, nobody knows until it's too late.

How it works

Four steps from lead to closed.

Flusso Agent handles every step of your sales process — automatically, on your behalf, while you focus on what you do best.

01

Lead comes in

From Meta Ads or added manually. Instantly routed to the right agent — by you or by automated round-robin.

02

AI makes the first call

Your AI agent calls immediately, books the appointment, and answers common questions — in English or Spanish, day or night.

03

SMS keeps them warm

Not ready to commit? Automated sequences follow up — up to 7 times. The moment they reply, you're notified and take over.

04

Sign. Close. Done.

Send the contract for digital signature without leaving the platform. Both parties get a copy instantly. No DocuSign.

What's included

Everything you need.
Nothing you're already paying for.

One subscription. One login. Replaces the stack most agents are duct-taping together right now.

Visual Pipeline

Kanban board pre-configured for your industry. Every deal, every stage, every agent — visible at a glance. Nothing falls through.

REPLACES HubSpot / Salesforce

7-Touch SMS Sequences

Automated follow-up that runs while you're with other clients. If a prospect replies at any point, you get alerted instantly and take over.

REPLACES SimpleTexting / EZTexting
AI-Powered

AI Voice Agent

Calls your new leads before your competitors do. Books appointments, answers FAQs and transfers to you when a human is needed — 24/7.

Built-in E-Signatures

Send any contract for signature directly from the app. Client signs on any device in seconds. Signed copy saved automatically to their file.

REPLACES DocuSign / HelloSign

Commission Tracking

Every deal closed, every dollar earned — logged automatically. Agents see their numbers. Managers see the whole team.

Smart Lead Routing

Assign manually or let the system rotate leads fairly. If an agent doesn't respond in time, the lead reassigns itself — within business hours only.

Your industry

Pick your vertical.
It configures itself.

Choose your industry at signup. Pipeline stages, field names, document types and SMS templates are pre-set for your business — no setup required.

🛡

Insurance

Life, health, auto, home, business

🏥

Medicare

Enrollment agents & brokers

☀️

Solar

Residential & commercial

🏠

Mortgage

Brokers & loan officers

🔒

Home Security

Installation & monitoring

⚖️

Legal Services

Immigration, personal injury

💰

Financial

Advisors, annuities, wealth

🤝

Consulting

Franchises & B2B services

Premium
⚙️

Custom

Define your own stages, fields & terms

Early access

Stop losing deals
to silence.

Join the founding 500. Get 30 days free, lifetime early-adopter pricing, and direct input on what gets built next.

30-day free trial · No credit card · English & Spanish

Keep exploring

Explore all modules See AI features