CRM, email, quoting, orders, commissions, warehouse, analytics, and more — all built in, all connected, and all AI-powered. Purpose-built for rep firms and the manufacturers they represent.
Build multi-line quotes in seconds with pricing templates, real-time margin calculations, and instant PDF generation. Stop spending hours on what should take minutes.
Drop in commission statements, POs, invoices, or any document — Flow's AI reads it, matches it, and enters it for you. No more manual typing.
Every email auto-categorized, summarized, and linked to the right customer. The fastest way to manage your inbox in the industrial supply chain.
Import manufacturer statements, auto-match to invoices, and flag discrepancies instantly. Find money you're owed that you never knew was missing.
See real-time margins on every line item, spot commission gaps across manufacturers, and track quote-to-order conversion rates at a glance.
Launch targeted campaigns to your customer segments with AI-generated content. Promote new products, announce price changes, and stay top of mind — effortlessly.
Ask any question about your business and get the answer in seconds. "What were my top 10 accounts last quarter?" — answered, with charts, instantly.
Plot your customers on a map, build optimized routes, and hit the road. Track visit history so you never lose touch with key accounts.
Manufacturer tiered pricing automatically loaded and applied to your quotes. No more digging through price sheets or guessing at discount levels.
Digitize receiving, shipping, and inventory tracking. Scan barcodes, log shipments, and manage stock — all from Flow. No more clipboards.
Every call, email, quote, and order is auto-logged to the right contact and company. A CRM that fills itself in — so you never have to.
Track every order from quote to delivery with live status updates. Your customers get answers before they even have to ask.
Build detailed takeoffs from project specs and drawings. Pull manufacturer pricing automatically and convert to quotes with one click.
Assemble submittal packages from your spec sheet library, track approval status across projects, and auto-pull product data from manufacturers.
Match competitor parts to your manufacturers in bulk with AI-powered product matching. Track which substitutions win deals and how often.
A rep's inbox is a warzone — quote requests buried in threads, follow-ups slipping through the cracks, and zero way to know what needs attention. FlowMail is a full email client, calendar, and campaign engine built right inside Flow. Every email auto-links to the right contact, quote, and order.
Reps spend hours copy-pasting prices from spreadsheets and PDFs. Flow auto-loads manufacturer pricing, pulls in customer history, and lets you build professional multi-line quotes in seconds. Your margins are calculated in real time — no guesswork.
Quotes, orders, invoices, commission statements, pricing sheets — reps drown in documents from dozens of manufacturers. Flow ingests it all. Upload, email, API, or portal automation — data flows in and Flow's AI reads, classifies, and loads it automatically.
Most reps are flying blind — no idea which manufacturers are growing, which customers are slipping, or where margin is being left on the table. Flow gives you real-time dashboards across your entire book of business so you can act before it's too late.
When a spec lands on your desk, the clock starts ticking. Flow lets you build detailed takeoffs from project drawings, pull manufacturer pricing automatically, and convert to a quote with one click. Need to cross a competitor's product? Flow's AI matches parts in bulk so you can respond same-day instead of next-week.
Most co-op funds expire unused because running campaigns is too complicated. Flow gives you pre-built, multi-channel campaigns for every manufacturer — email, LinkedIn, social posts, handwritten mailers, and paid ads — all ready to preview and send in minutes, not weeks.
Most rep firms run on a patchwork of spreadsheets, shared drives, and disconnected tools. Flow is a complete CRM, ERP, and AI platform purpose-built for manufacturers' reps. Contacts, quotes, orders, jobs, warehouse, commissions — all in one place, all tied together, and all accessible to Flow's AI.
Your data belongs to you. Flow keeps it safe, private, and under your control.
Choose the plan that's right for your team
"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."
"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."
"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."
"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."
Flow integrates DISC Corp's industry-leading market intelligence directly into your operations. Access county-level demand forecasts, product-category outlooks, and economic indicators — all alongside your sales, inventory, and CRM data. Four decades of the electrical industry's most trusted forecasting, built right into Flow.
