CRM & pipeline
Track leads from first contact to closed deal, with a kanban board your whole team can see and move.
The business toolkityour team won’t outgrow
CRM, documents, scheduling and invoicing in one workspace, so your team stops copying data between five different tabs.
- Free to start
- Role-based access for every teammate
- Your data stays in your workspace
One workspace, every pipeline
CRM, documents, scheduling and billing, built to share the same data instead of fighting over it.
Email & templates
Send on-brand emails from reusable templates, and let AI draft the first pass for you.
Scheduling
Book meetings, sync calendars and keep everyone looking at the same time slot.
Products & catalog
Keep products, prices and stock in one place, ready to drop straight into a quote.
What it runs on
- Postgres database
- Your data lives in a real relational database, not a spreadsheet pretending to be one.
- Authentication
- Secure sign-in for every member, with sessions handled for you.
- Encrypted secrets
- API keys and credentials are encrypted at rest, never shown in plain text.
- Role-based permissions
- Every action is checked against the role of the person taking it.
Documents that write themselves around your data
Build pages and docs that pull live fields from your CRM and catalog, so they never fall out of sync with reality.
From first contact to paid invoice
Four stages, one record. Nothing gets re-entered, and nothing falls through the cracks between tools.
An assistant that already knows your workspace
Ask it a question instead of hunting through five screens. It reads your real data and answers in plain language.
| Tool | Reads | Answers |
|---|---|---|
| search_pages · read_page | Page | Finds the exact page or doc you meant and reads it back to you. |
| search_leads | Lead | Pulls up a lead, its stage and its full history on request. |
| list_tasks | KanbanCard | Lists what is open, overdue or assigned to you across every board. |
| get_financials | Quote, Invoice | Reports quote and invoice status, totals and what is outstanding. |
| list_meetings | Meeting | Tells you what is booked next and who is on the call. |
| search_products | Product | Looks up products, prices and stock from your catalog. |
| list_templates | UniversalTemplate | Finds the right template so you are never starting from blank. |
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
Send an email invite and a new teammate is working in the right role before their coffee gets cold.
Comments that stay with the work
Leave feedback right on a record or document, so context never gets lost in a side channel.
As many workspaces as you need
Separate clients, departments or brands into their own workspace, each with its own team and data.
Quotes and invoices in the same place as the deal
Turn a quote into an invoice in one click, track what is paid and what is overdue, without leaving the workspace.
Five tools stitched together, or one that was built whole
Every seam between separate tools is a place data goes stale or falls out of sync. BorsFlow has none.
Five separate tools
- Contacts live in one tool, invoices in another, so every deal gets re-typed at least twice.
- Nobody can say what a deal is actually worth without opening three different dashboards.
- Each tool bills per seat, so adding one teammate means five new invoices.
- Permissions are set per tool, so a leaver’s access has to be revoked five separate times.
One BorsFlow workspace
- One record per lead, from first contact through to paid invoice.
- One dashboard shows pipeline, documents, meetings and revenue together.
- One bill per workspace, whatever mix of tools your team actually uses.
- One role per person, enforced everywhere at once.
Simple pricing that scales with your team
Start free. Upgrade when you need more seats, more AI credits, or more room to send.
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% payment processing fee
- Unlimited pages and docs
- CRM, quotes and invoices
- Team chat and scheduling
- 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% payment processing fee
- Unlimited quotes and invoices
- Your logo on quotes and invoices
- All calendar and video integrations
- Email support
Pro
Coming soonThe whole business OS for a team of up to 25.
$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% payment processing fee
- Unlimited email automations
- AI agents and automations
- Page-level permissions
- 1-year page history
Business
Coming soonNo payment fees and unlimited AI 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% payment processing fee
- 0% fee on invoice payments
- Unlimited AI (fair use)
- Custom domain and white-label client portal
- Audit log and priority support
Enterprise
SSO, SLAs and custom limits.
Custom
- Unlimited team members
- Unlimited AI credits
- Unlimited CRM contacts
- Unlimited invoices
- Custom email volume
- 0% payment processing fee
- SSO/SAML and SCIM
- Dedicated models and data residency
- Dedicated manager and SLA
- Full white-label
What a per-seat stack actually costs you
Most tools charge per seat on top of a base fee. At $39 per tool per seat, the bill climbs with every hire. BorsFlow doesn’t.
- Five per-seat tools
- $390
- per month
- BorsFlow Starter
- $15
- per month, billed yearly
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. You can run a full pipeline, send invoices and invite teammates on the free plan with no credit card and no trial countdown.
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