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Platform modules

Everything your agency
needs, built in.

Nine modules. One login. No integrations, no Zapier, no duct tape. Every feature was designed specifically for commission-based sales — not adapted from a generic CRM.

Pipeline SMS Sequences Appointments AI Agent Clients & Contracts E-Signatures Commissions Lead Routing Dashboard
01
Pipeline & Lead Management

Every lead.
Every stage. Visible.

Your pipeline is the heart of the platform. Every lead flows through stages configured for your industry — from first contact to signed contract. Nothing falls through the cracks because everything has a place.

Kanban board with drag-and-drop — move leads between stages in one click
Pipeline stages pre-configured for your industry at signup — no setup required
Receive leads automatically from Meta Ads (Facebook & Instagram) via webhook
Full contact history per lead: calls logged, notes, SMS, appointments
7-touch alert system: tracks every contact attempt and alerts when limit is reached
Agent Manager Owner
Pipeline view
NEW 4
Maria G.
Life Insurance
Robert T.
Medicare
CONTACTED 6
James K.
Solar · Touch 2/7
Ana P.
Home Security
QUOTED 2
Linda M.
Closing today
02
SMS Sequences & Follow-up

Follow up 7 times.
Without lifting a finger.

Most agents know they should follow up more. Most don't because life gets in the way. Flusso Agent's SMS sequences run automatically — sending the right message at the right time, until the prospect responds or the sequence ends.

Automated multi-message sequences triggered when a lead enters nurturing stage
Personalized messages with variables: prospect name, agent name, service type
Configurable intervals: 1 day, 3 days, 1 week — you define the cadence
Instant alert when a prospect replies — agent takes over the conversation
Pause or cancel any sequence instantly — full control, always
Agent Manager
Active sequence — James K.
Hi James, this is Ana from SafeGuard. Following up on our conversation about life coverage. Do you have 10 min this week? 👋
Sent Day 1 · Delivered ✓
James, I know life gets busy. Just want to make sure you have the info you need. Happy to answer any questions! 😊
Sent Day 4 · Delivered ✓
Actually yes, can we talk Thursday?
⚡ Reply detected — sequence paused · Agent notified
03
Appointment Scheduling

Book it. Show up.
Close it.

Schedule appointments directly from a lead's profile. The prospect gets an automatic SMS confirmation. You get a reminder. And after the visit, the system asks what happened next — so your pipeline always stays current.

One-click scheduling directly from the lead's pipeline card
Auto SMS confirmation to the prospect: date, time, agent name
Calendar view: day, week, month — all your appointments in one place
Post-visit prompt: closed / needs follow-up / lost — keeps pipeline accurate
Full appointment history per client
Agent
Today's schedule
10:00 AM
Maria Garcia
Life Insurance · Home visit
Confirmed ✓
2:30 PM
James Kim
Solar · Office visit
Pending
5:00 PM
Linda Monroe
Medicare · Phone call
AI-Powered
04
AI Voice & SMS Agent

Calls. Schedules.
Never sleeps.

Your AI agent contacts new leads the moment they arrive — before your competitors even see them. It handles the first conversation so you can focus on closing. When a human touch is needed, it transfers immediately.

Calls new leads automatically — in minutes, not hours
Natural voice conversation — answers FAQs, explains your services
Books appointments directly on the agent's calendar
Live transfer to human agent when prospect is ready to talk
Works in English and Spanish — automatically detects language
See full AI breakdown
Agent Owner
AI Agent · Live call
Call in progress · 1:24
AI: "Hi Robert, this is Alex calling from SafeGuard Insurance. I'm following up on your interest in life coverage. Do you have a few minutes?"
Prospect: "Yes, what does the plan cover?"
AI: "Great question. Our plans cover... Would Thursday at 2pm work for a full consultation?"
05
E-Signatures

Sign here.
No DocuSign needed.

Send any contract, policy or form for digital signature directly from the platform. Your client signs from any device — phone, tablet, or computer — guided step by step. Both of you get a signed copy automatically. Zero extra cost.

Upload any PDF contract and send via email link in seconds
Client guided step-by-step — no account needed, no friction
Sign with finger on mobile or mouse on desktop
Both parties receive signed copy via email automatically
Document saved permanently in the client's file — always accessible
Replaces DocuSign ($25/mo) and HelloSign ($15/mo)
Agent Manager
Signature request sent
Life Insurance Policy — Maria Garcia
This agreement covers the policyholder and named beneficiaries for a term of 20 years commencing on the date of signature...
Client signature
Maria Garcia
✓ Signed · May 6, 2026 Copy sent to both parties
06
Commission Tracking

Every dollar earned.
Always accounted for.

Commissions are tracked automatically as deals close. Agents see their own numbers. Managers see the full team. Owners set the rates. No spreadsheets, no end-of-month surprises — just clarity.

Owner sets commission percentages by product type or service category
Commissions logged automatically when a deal is marked as closed
Agent dashboard: current month earnings, history, by-product breakdown
Manager view: full team commissions, top performers, monthly totals
Export to PDF or Excel for accounting and payroll
Agent Manager Owner
This month — May 2026
$4,820Earned
12Deals closed
$402Avg per deal
Life Insurance$2,100
Medicare$1,440
Solar$1,280
07
Smart Lead Routing

Right lead.
Right agent. Right now.

For agency owners managing a team. Control how leads are distributed — manually when you want to, automatically when you don't. Business hours protection means no lead gets abandoned at 3am.

Manual assignment: owner picks the agent for high-value leads
Round-robin auto mode: equal distribution among available agents
Inactivity timeout: if no response in X minutes, lead auto-reassigns
Business hours config: leads outside hours queue until opening time
Routing report: leads per agent, response times, reassignment history
Manager Owner
Routing rules active
Mode: Round-robin · 4 agents active
Timeout: 90 min within business hours
Hours: Mon–Fri 8:00 AM – 7:00 PM
⚠ 1 lead queued — outside business hours · Assigns at 8:00 AM tomorrow

The Flusso ecosystem

One brand.
Built for professionals
who move fast.

Flusso is a premium platform ecosystem for independent professionals and growing businesses. Every product under the Flusso name is built with the same standard: purpose-built, intuitive from day one, and designed to replace fragmented tool stacks with something that simply works.

Flusso Agent
CRM for commission-based sales agents
Coming Soon
Flusso Field
Field service management for trade contractors
Live

Early access

Nine modules.
One platform.

Join the waitlist and be among the first agents to use Flusso Agent when it launches. 30 days free — no credit card needed.

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

Continue exploring

Back to home See AI features

Continue exploring

Back to home See AI features