CRM & pipeline
Import contacts, assign owners, record activity, and move each lead through the stages you define.
Customers, projects,and business work in one place
Keep leads, projects, shared pages, email campaigns, meetings, quotes, and invoices together in one workspace.
- Free to start
- Role-based access for every teammate
- Your data stays in your workspace
The tools your team uses, connected in one workspace
Keep customer records, campaigns, meetings, and your product catalog close to the work they support.
Email & templates
Build campaigns from reusable templates, target contacts by pipeline stage, and schedule automations through your connected email provider.
Scheduling
Schedule meetings, manage attendees, and sync events with connected calendar tools.
Products & catalog
Manage products, services, prices, tax rates, and stock for quote and invoice line items.
More in the workspace
- Shared pages and documents
- Write rich-text pages, embed content, leave comments, and collaborate live.
- Kanban projects
- Organize project cards by status, assign workspace members, and track due dates.
- Lead-capture forms
- Publish a form and send submissions into your workspace CRM.
- Quotes and invoices
- Build client documents from saved products and track payments.
Shared pages and documents for the work behind every deal
Write and organize rich-text pages with embeds, comments, and live collaboration alongside your customer and project work.
From a new lead to a tracked invoice
Follow a practical sales workflow across CRM, forms, catalog, quotes, invoices, meetings, and tasks.
Ask questions across your workspace
The assistant can look up pages, contacts, tasks, meetings, financial documents, products, and templates using the access available to your account.
Search shared pages and documents, then read back the relevant content.
Find a contact, check their pipeline stage, and review recorded activity.
See open, overdue, or assigned tasks across workspace boards.
Check quote and invoice status, totals, and outstanding balances.
Review upcoming meetings and their attendees.
Look up catalog items, prices, and stock levels.
Find saved workspace templates to reuse.
Permissions that match how your team actually works
Four roles, one matrix. Give people exactly the access their job needs, no more and no less.
- View records and documents
- ViewerMemberAdminOwner
- Create new records
- MemberAdminOwner
- Edit and delete their own records
- AdminOwner
- Invite and manage teammates
- AdminOwner
- Delete the workspace
- Owner
| Permission | Viewer | Member | Admin | Owner |
|---|---|---|---|---|
| View records and documents | Yes | Yes | Yes | Yes |
| Create new records | No | Yes | Yes | Yes |
| Edit and delete their own records | No | No | Yes | Yes |
| Invite and manage teammates | No | No | Yes | Yes |
| Delete the workspace | No | No | No | Yes |
Invite in seconds
Invite teammates by email and assign a workspace role to control what they can view and manage.
Comments that stay with the work
Leave feedback in page comments, keeping discussion alongside the document.
Separate work by workspace
Keep clients, departments, or brands in separate workspaces with their own members and records.
Create, send, and track quotes and invoices
Use saved products and client details, convert an accepted quote to an invoice, and track payment status in your workspace.
Keep the work around each customer connected
BorsFlow brings customer records, project work, shared documents, communication, and billing into a shared workspace.
When work is spread across tools
- Copy client details between CRM and billing tools when a deal moves forward.
- Keep project tasks, meeting notes, and deal updates in separate places.
- Rebuild the same email or document from scratch for each new client.
- Manage teammates and workspace access across several different tools.
What BorsFlow brings together
- Keep contacts, ownership, pipeline stages, and activity in the CRM.
- Build quotes and invoices using saved client and catalog details.
- Coordinate projects, pages, meetings, forms, and email campaigns in one workspace.
- Use workspace roles to control who can view, create, or manage records.
Simple pricing that scales with your team
One price per workspace, with clear limits for team members, contacts, AI use, invoices, and email sends.
Founding member pricing: lock in 30% off for as long as you stay subscribed, while we’re in beta.
Free
Available nowEverything a small team needs to run on BorsFlow.
$0forever
- Up to 5 team members
- 200 AI credits / month
- 500 CRM contacts
- 10 invoices / month
- 500 email sends / month
- 1.5% BorsFlow fee on payments received
- Unlimited pages and docs
- CRM, quotes and invoices
- Meeting scheduling and shared calendar
- AI assistant included
Starter
Coming soonFor growing teams and freelancers who bill clients.
$15per month, whole team
Billed yearly
- Up to 10 team members
- 3,000 AI credits / month
- 5,000 CRM contacts
- Unlimited invoices
- 5,000 email sends / month
- 0.75% BorsFlow fee on payments received
- Unlimited quotes and invoices
- Your logo on quotes and invoices
- Google Calendar sync and Cal.com scheduling
- Email campaign automations
Pro
Coming soonMore room for a growing team and connected workflows.
$39per month, whole team
Billed yearly
- Up to 25 team members
- 15,000 AI credits / month
- 25,000 CRM contacts
- Unlimited invoices
- 25,000 email sends / month
- 0.25% BorsFlow fee on payments received
- Unlimited email automations
- Workspace AI assistant and content tools
- Up to 25 lead-capture forms
- 100 GB workspace storage
Business
Coming soonHigher contact, storage, and sending limits for larger teams.
$79per month, whole team
Billed yearly
- Up to 75 team members
- 100,000 AI credits / month
- Unlimited CRM contacts
- Unlimited invoices
- 100,000 email sends / month
- 0% BorsFlow fee on payments received
- 0% fee on invoice payments
- Up to 100,000 AI credits per month
- Up to 100,000 email sends per month
- Up to 75 team members
Enterprise
Talk with us about capacity for your organization.
Custom
- Unlimited team members
- Unlimited AI credits
- Unlimited CRM contacts
- Unlimited invoices
- Custom email volume
- 0% BorsFlow fee on payments received
- Custom member and usage limits
- Custom AI and email allowances
- A plan scoped to your workspace needs
- Contact the team for pricing
Prices shown in USD. Cancel anytime. No setup fees, no hidden charges.
Questions, answered
Everything you need to know before you bring your team in.
Yes. The Free plan includes up to five team members, 500 CRM contacts, 10 invoices a month, and 500 email sends.
Run your whole business from one tab
No credit card, no setup call. Create a workspace and see your first pipeline in minutes.
Free to start. No sales call required.
- 01Create your workspace
- 02Invite your team
- 03Import your contacts and products
- 04Send your first quote