One Software for Everything Manufacturing Reps Do
Your CRM, warehouse, quotes, orders, commissions, and reporting in one system — all powered by AI
Trusted by Industry Leaders
The Flow Suite
Automation. Visibility. Control.
Flow RMS replaces disconnected tools with one connected system—designed for real operational efficiency.
Zero-Click CRM
Log calls, notes, and updates by voice or natural language. Flow keeps your CRM up to date automatically.
AI Sales Agent
Ask questions about products, quotes, or commissions—and get instant answers from your own data.
Automatic Data Entry
Upload spreadsheets and PDFs. Flow preprocesses and maps data instantly—no cleanup required.
Commission Reconciliation
Import statements and match them line-by-line to invoices and quotes. Flag errors automatically.
Automatic Line Review Preparation
Instantly prepare line-by-line reviews with AI-powered data matching and discrepancy detection.
Warehouse 365
Centralize quotes, orders, and inventory in a live dashboard that syncs across every team.
Dynamic Reporting
Build custom dashboards and reports in seconds—no formulas, no manual exports.
Multi-Line Quotes
Create and manage detailed quotes with multiple products and versions, all linked to live data.
Order Tracking
See every order from quote to shipment, complete with real-time updates and alerts.
Enterprise-Grade Security and Integrations
Your business data, secured and connected.
SOC 2 compliance
Role-based and enterprise-level permissions
Encrypted databases and secure API access
Microsoft 365 integration
QuickBooks and accounting connectors
Manufacturer integrations available
Flow RMS is built for organizations that need powerful AI automation without compromising data integrity or compliance.
Customer Success Stories
"Implementing Flow at NTS has been a game changer. For years, hours were spent managing data and tracking commissions. With Flow, those tasks have literally been cut in half. It's made our daily work easier and improved our accuracy with customers."
Holly Riddle
Account Manager, NTS
"Flow RMS's storage solutions have been a revelation for organizing drawings. It's streamlined my workflow, saving time and increasing efficiency. The centralization has elevated our professionalism and service."
Rhonda Bailey
Inside Sales Rep, NTS
"Over the years, Power Sales Associates has tried multiple management platforms with varied success. Since adopting Flow RMS, we've been blown away by the difference. It streamlines our daily functions and gives invaluable insight into every aspect of our business."
Shane Blackwood
CEO, Power Sales Associates
"The responsiveness and cooperation from the Flow team was a key factor in our decision. Good people who care are tough to find — these guys get it."
Anonymous
Industry Professional
The Flow Launch Program
Ensuring every rollout is smooth and successful.
White-Glove Onboarding
- Rapid onboarding — get fully operational in days, not weeks
- Dedicated account manager to ensure a successful rollout
- Live training sessions with your team
- Easy data migration from your existing systems
- Premium support for 4 months after launch
- Flow Certification Program available for your employees
- Private user groups via FlowConnect for ongoing collaboration
Risk-Free Guarantees
- Free trial includes full onboarding and training. You only pay if you're satisfied with the service and want to move forward.
- You own your data
- Cancel any time with no penalty
Other Software by Flow
FlowConnect
The private coordination network where deals get done.
- Verified membership
- Live intelligence feed for projects, trends, and opportunities
- Data pipes for quotes, orders, and invoices
- Integrated AI apps library
FlowBids
Automate spec-to-quote for large projects.
- Auto-extract relevant products from schedules
- Bulk product crosses
- Abridge large spec documents
- Approval workflows and overage commission tracking
- Job and quote visibility
FlowApps
Custom AI agents and applications — POCs in weeks, not months.
- Build and deploy tailored AI agents and lightweight apps fast
- Ideal for teams needing working proof-of-concepts quickly
- Clear path to production if they prove out
The Flow Dispatch Newsletter
Stay Ahead of AI in Industry.
The Flow Dispatch delivers practical, data-driven insights on AI, automation, and operational excellence — written for leaders who want to move fast and stay informed.
Subscribe at TheFlowDispatch.comFlow in the News
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See how Flow RMS transforms your operations.
Run your business in one connected, AI-first platform.