Contact Management
A CRM that doesn't require a certification to use. QFlo keeps all your contacts in one place with activity timelines, custom fields, tags, and segments — so you always know where a lead came from and what they've done.
Your contacts are everywhere except where you need them
Some leads are in your email. Some are in a spreadsheet. A few are on sticky notes. Your booking tool has some, your form tool has others. When a customer calls, you're scrambling to figure out who they are, what they asked about, and whether anyone followed up.
How QFlo solves it
Unified contact timeline
Every interaction in one place — form submissions, bookings, emails sent, pages visited, tags applied. Open a contact and see their full history without digging through five different tools.
Custom fields and tags
Track what matters to your business. Add custom fields for service type, budget range, referral source — whatever you need. Tag contacts for fast filtering.
Smart segmentation
Build dynamic segments based on any combination of fields, tags, activity, and behavior. Target your email campaigns to exactly the right people.
Lifecycle stages
Track where each contact is in your pipeline — new lead, qualified, customer, lost. Move them manually or let workflow automation handle it.
What's included
- Import contacts from CSV
- Duplicate detection and merge
- Contact search and filtering
- Bulk tag and field updates
- Activity log with full history
- Export contacts anytime — your data, your control
Works with your WordPress site
The WordPress plugin connects your site to QFlo's CRM. Form submissions and booking requests from your WordPress site automatically create contacts with full attribution data.
Learn about the WordPress pluginTry it free during beta
QFlo is in private beta. Sign up for free access — no credit card, no commitment. Just a better way to handle your marketing.