Manage prospects. Close deals. Grow your team.
LivesFlow is the all-in-one CRM built for financial advisors. Track prospects through every pipeline stage, schedule meetings, monitor team performance, and close more sales — all in one place.
Pipeline Overview
12 active prospects
New Sale Closed!
Juan D. — ₱250,000
Conversion Rate
67%
↑ 12% this month
Features
Everything you need to succeed
From lead capture to closed sales, LivesFlow streamlines your entire workflow so you can focus on what matters — building relationships.
Prospect Management
Track every prospect with rich profiles, contact details, estimated values, and custom notes. Never lose a lead again.
Visual Pipeline
Drag-and-drop Kanban board to move prospects through stages — from cold lead to closed sale — at a glance.
Meeting Scheduler
Schedule and manage meetings with Google Calendar integration. Stay on top of every appointment.
Dashboard Analytics
Real-time stats on prospects, conversion rates, pipeline value, and source performance with beautiful charts.
Team Management
Managers can invite advisors, monitor activity, and track team performance — all without seeing individual prospect names.
Notifications
Real-time in-app notifications for team invitations, system alerts, and important updates. Never miss a beat.
How It Works
Get started in 3 simple steps
Sign Up & Activate
Create your account and redeem your access code to unlock the full platform instantly.
Add Your Prospects
Import or add prospects manually. Track their journey from initial contact through every stage.
Close & Grow
Use the pipeline, scheduler, and analytics to convert prospects into clients and grow your book of business.
Built for financial advisors
LivesFlow is designed specifically for the unique needs of insurance and financial advisors. Your data stays secure, your workflow stays simple.
Bank-Grade Security
Row-level security, encrypted sessions, and role-based access control
Real-Time Analytics
Live dashboard with conversion tracking and pipeline insights
Team Collaboration
Manager oversight with privacy-first team monitoring
Ready to streamline your sales?
Join LivesFlow today and take control of your prospect pipeline.