toflowlabs builds an AI-native CRM around the way your team actually sells, on our production-grade foundations, and maintains it for you. Agents keep it current. Your data, your code and your workflows stay yours. Live in 4 to 8 weeks.
Enterprise pipeline · 9
| Opportunity | Stage | Amount | Owner | Security review |
|---|---|---|---|---|
| Northwind Logistics | Security review | $480,000 | PR | Requested |
| Halcyon Health | Finance approval | $310,000 | DO | Passed |
| Brightline Rail | Technical fit | $265,000 | MT | Not started |
| Kestrel Bank | Security review | $720,000 | PR | In progress |
| Tidewater Ports | Contract | $540,000 | AK | Passed |
| Corvid Analytics | Discovery | $95,000 | DO | Under $250k |
| Pinecrest Insurance | Technical fit | $180,000 | MT | Under $250k |
| Lumen Grid | Discovery | $410,000 | AK | Not started |
| Orbital Foods | Contract | $130,000 | PR | Under $250k |
Daniel, RevOps at Meridian
Deals over $250k now need a security review before finance approval. Can we add that to the pipeline, owned by Mei?
toflowlabs team
Shipped in v1.14. Security review is now a stage before Finance approval, tracked on the 6 open deals over $250k and owned by Mei Tanaka.
View change logRequest another
Built on proven blocks
The problem
A different kind of CRM
toflowlabs isn’t software you have to configure, or a codebase you inherit and pray over. It’s an AI-native CRM engineered around your business on foundations we’ve already proven, with a team that keeps it running and improving.
We map how your team actually sells, then build your objects, stages, approvals and views to match. Your process stays yours instead of being squeezed into someone else’s template.
Built for you
Upgrades, fixes, security patches and new requests are handled by the people who built it. You describe the change you need, and it ships.
Maintained by us
Your data, your code and your workflows belong to you, the way software was meant to work. No lock-in, and no renting access to your own process.
Owned by you
AI-native from the first line of code
Most CRMs bolt AI onto a database built for manual entry. Yours is designed around it, so the system does the upkeep and your team does the selling.
Calls, emails and meetings are logged automatically, and deal fields and stages update themselves. Your reps sell; the CRM keeps up.
Every conversation across email, calls, LinkedIn and WhatsApp becomes account memory that your team and your agents can use.
Ask in plain language and get answers from your own data, inside the CRM or from Claude and ChatGPT through our MCP server.
Compare
| Question | Off-the-shelf CRM | In-house build | toflowlabs |
|---|---|---|---|
| How you pay | Per seat, every year, forever | Salaries for the people who maintain it | A build fee, then monthly. Never per seat |
| Fits how you sell | Partly, with workarounds | Yes | Yes, built around it |
| Time to go live | Months of configuration | Quarters of engineering | 4 to 8 weeks |
| Who maintains it | Your admins and consultants | Whoever is left on your team | Our team, continuously |
| Who owns the code | The vendor | You | You |
| Who owns your data | You, on the vendor’s terms | You | You |
| AI | Add-ons on top of a rigid data model | Whatever your team finds time to build | AI-native: agents, context and chat built in |
| Changing your process | A consulting project | A ticket in the backlog | Ask us, and it ships |
How it works
In a few working sessions we learn your stages, approvals, edge cases and the reports leadership actually reads. You sign off on the blueprint before we build anything.
Blueprint
Objects
Accounts, Contacts, Opportunities, Lanes, Carriers
Stages
Discovery to Contract, with security review over $250k
Approvals
Finance sign-off on non-standard terms
Reports
Weekly forecast by region and lane
Signed off by RevOps
Our engineers build with AI on top of our production-grade blocks, so your CRM is custom where it matters and proven everywhere else. That is how it goes live in 4 to 8 weeks instead of quarters.
toflowlabs foundations
Built for you
We move your accounts, contacts, deals and history out of Salesforce or HubSpot, connect email, calendars and LinkedIn, and get your team selling in it from day one.
12,408 accounts, 31,220 contacts, 4 years of activity
After launch we handle upgrades, fixes and monitoring, and ship the changes your team asks for. AI-assisted engineering on a codebase we know keeps change fast and affordable, so your CRM keeps pace with your business.
Change requests
Pricing
Seat-based pricing taxes growth: every rep you hire makes your CRM more expensive, whether it does more for you or not. toflowlabs is priced on what we build and maintain, never on how many people use it.
One-time fee
We map how you sell, then build, migrate and launch your CRM.
Monthly fee
We keep it running, keep it secure, and keep it changing with you.
Request a quote
No seat math. Tell us what you need and we’ll come back with a quote built around your workflow, not a price list.
Tell us what you need
Two minutes: your team, your current CRM, and what has to change.
Talk it through
A 30-minute scoping call with the team that would build it.
Get your quote
Your build fee, monthly plan, and timeline to go live.
One-time build fee
Mapping, build, migration and launch, scoped to your workflow.
Monthly maintain-and-evolve fee
Upgrades, fixes, security and ongoing changes. Never per seat.
Timeline to go live
Most first versions are in production in 4 to 8 weeks.
Migration plan
What moves from Salesforce or HubSpot, and how your history comes with it.
What you own
Your data, your code and your workflows, in writing.
Why teams trust us with their CRM
Custom software only works if it stays healthy. That is the part we take on, so your team never has to.
Ready when you are
Tell us how your team sells. We’ll show you what we would build, and how quickly.
Both, on purpose. You get a CRM built on our production-grade foundations, and a team that builds it around your workflow and keeps maintaining it after launch. You get the fit of custom software without carrying the maintenance yourself.
Your CRM is designed around AI from the data model up. Every conversation is captured as structured context, agents keep records current and act inside your permissions, and anyone can ask questions in plain language, in the CRM or from Claude and ChatGPT. It’s also how we build: AI-assisted engineering on proven foundations is why a custom CRM takes weeks, not quarters.
Your data, your code and your workflows. The CRM we build for you is yours, not a licence to software you rent by the seat.
Most teams have their first version in production in 4 to 8 weeks, depending on scope and how much history we migrate. From there we keep shipping improvements.
We maintain it. Upgrades, fixes, security updates and the changes your team asks for are all handled by the same people who built it.
Yes. We migrate your accounts, contacts, deals and activity history, and map your existing fields and reports so nothing your team relies on gets lost.
You can. The code and data are already yours, so taking it in-house is a handover, not a migration.
A one-time build fee to map, build, migrate and launch your CRM, then a monthly fee for maintenance and ongoing changes. Neither is per seat, so growing your team never raises your bill on its own. After a scoping call we send a proposal for both.
