Coming soon July 2026

Your whole customer story,
in one platform.

Every record, sequence, conversation, pipeline, and meeting. Together with AI agents.

Get Early Access →
Sarah Chen
Sarah Chen Primary
VP Operations · Acme Corp
Overview
Conversations
62
Email, LinkedIn, WhatsApp, SMS — one timeline.
4 channels · last reply 2h ago
Meetings
7
Calls, demos, discovery — recorded and summarized.
Demo Tue 2:30pm · 3 past
Deals
$48k
Open opportunities with stage and value attached.
2 open · expansion + renewal
Sequences
1
Multi-step outreach — running while you sleep.
Step 4 of 7 · active
Activity
348
Every open, reply, call, note — one timestamped log.
12 opens · today
Lists
5
Dynamic segments and cohorts — updated in real time.
Active Customers · VIP
ACME CORP
4 contacts
  • Marcus Reid
    Marcus Reid
    Director, IT
  • Jane Doe
    Jane Doe
    Head of Procurement
  • James Okafor
    James Okafor
    CFO
  • +1
    1 more contact
    Engineering
Timeline
Sarah Chen
01
Form Form submitted: Sarah asked about shared inbox and CRM for her sales team.
02
Enrich Agent Lead enriched: Role, company size, LinkedIn, and ICP fit added.
03
Routing Agent Lead routed: Assigned to Jordan based on territory and company size.
04
Reply Agent Reply drafted: Used Sarah's form message, company profile, and knowledge base.
05
Shared Inbox Reply sent: Jordan approved the draft and sent it from the shared inbox.
06
Trigger No reply detected: Sarah did not respond after 30 days.
07
CRM Lifecycle updated: Moved to Cold Lead.
08
Sequences Sequence started: Sarah entered the Cold Lead re-engagement sequence.
09
Sequences Follow-up sent: Cold Lead sequence · Step 1.
10
Shared Inbox Sarah replied: “Can we sync tomorrow?”
11
Reply Agent Sequence paused: Reply detected automatically.
12
Meeting Meeting scheduled: Demo booked from the conversation.
13
Brief Agent Pre-meeting brief posted: AI summarized Sarah's company, open questions, and prior touchpoints.
14
Meeting Meeting completed: Call summary added to the deal.
15
Pipeline Deal updated: Stage moved to Meeting Done.
16
Shared Inbox Proposal sent: Jordan sent the proposal from the shared inbox.
17
Stripe Stripe webhook received: Sarah upgraded to Growth plan.
18
Pipeline Deal closed: Stage moved to Closed Won.
Replaces tools you're already paying for
Apollo
ZoomInfo
Pipedrive
Notion CRM
Trello
Front
Missive
Instantly
Lemlist
ActiveCampaign
Clay
Clearbit
Calendly
Apollo
ZoomInfo
Pipedrive
Notion CRM
Trello
Front
Missive
Instantly
Lemlist
ActiveCampaign
Clay
Clearbit
Calendly
The lifecycle

Run every stage of the customer journey.

Stop stitching together tools for every stage. Flain runs the whole customer journey in one place, without handoffs between tools.

Capture

Find leads, capture inbound, and track every signal.

  • Lead finder
  • Enrichment
  • Forms
  • Website visitors Soon
Explore capture

Outreach

Send sequences across email, LinkedIn, and SMS.

  • Multi-channel sequences
  • Deliverability optimization
  • Email warmup
Explore outreach

Engage

Every conversation, every channel, in one inbox.

  • Collaborative inbox
  • Team chat inside threads
  • Assignments and mentions
Explore engage

Convert

Move opportunities forward, without leaving the thread.

  • Pipelines
  • Meeting scheduler
  • Meeting briefs & notes
  • Task logging
Explore convert

Retain

Keep customers close. Bring back the ones who left.

  • Live chat
  • Knowledge base
  • Customer signals
  • Win-back
Explore retain
Powered by AI Agents

Build any agent you need.

Agents that draft replies for new inbound, brief you before every meeting, route conversations to the right team, and win back customers who left.

  1. 01
    Instructions. Your tone, your job description for the agent.
  2. 02
    Actions. Reply, comment, route, run sequence, update fields.
  3. 03
    Triggers. On event, or on @mention.
  4. 04
    Knowledge. Customer record, conversations, deals, KB.
Meet the agents
agents / new Active
01 Name & Instructions
02 Actions
Post comment on deal
Draft email to attendees
Create task
Route to team
03 Trigger
Select an event… ▼
04 Knowledge
Calendar event
Contact record
Conversation history
Linked deal
Capture

Find future customers. Capture the ones who come to you.

Find the leads who'll become your customers.

Search people and companies by ICP, role, industry, location, company size, and signals.

  • ICP search→
  • Signal-based filtering→
  • Natural language search→
  • Lookalike from won deals→

Turn forms, chats, and visitors into leads.

Stop losing inbound across five tools. Capture forms, chats, and visitor signals in the same place your team manages the relationship.

  • Embeddable forms→
  • Webhook / API→
  • Live Chat→
  • Website visitor Soon→

Know your leads before you say hello!

Auto-enrich on capture, or enrich any lead with one click. Role, company data, and verified contact details from multiple sources.

  • Waterfall enrichment→
  • Enrich on capture or on demand→
  • Full company data→
  • Reverse lookup→
Outreach

Reach every lead
across every channel.

Sequences that adapt to how people actually respond.

Build outbound sequences that mix channels, branch by engagement, and stop when someone replies. Every response lands back in the same inbox.

  • Email, LinkedIn, SMS sequences→
  • Conditional branching→
  • Reply detection and auto-pause→
  • A/B testing per step Soon→

Land in the inbox,
not the spam folder.

Auto-warmup, smart sending limits, and bounce protection. Built-in, so you don't lose deals to a spam folder.

  • Email warmup→
  • Inbox rotation→
  • Suppression lists→
  • Domain purchasing Soon→

Personalize every step without starting from scratch.

Use reusable templates, variables, and AI-written variants to make each sequence feel relevant without writing every message manually.

  • Email templates→
  • Dynamic variables→
  • AI-generated variants→
  • Spintax fallbacks→
Engage

Every conversation, every channel,
connected.

Work the inbox as a team, not as a forwarded email chain.

Assign threads, mention teammates inline, leave internal notes, and avoid duplicate replies. Decisions stay where the work happens.

  • Assignments and ownership→
  • Internal notes and @-mentions→
  • Team chat→
  • Shared drafts→
flain.ai / inbox / assign assignments_ownership.preview
flain.ai / inbox / notes internal_notes.preview
flain.ai / inbox / chat team_chat.preview
flain.ai / inbox / drafts shared_drafts.preview

AI replies with the full relationship in view.

Reply Agent reads the thread, the contact's history, and the linked deal before drafting. You review, edit, and send.

  • AI-drafted replies→
  • Thread summaries→
  • Tone and style control→
  • Draft mode or auto-send, per inbox→
flain.ai / inbox / ai / drafts ai_drafted_replies.preview
flain.ai / inbox / ai / summary thread_summaries.preview
flain.ai / inbox / ai / tone tone_style_control.preview
flain.ai / inbox / ai / mode draft_or_autosend.preview

One place for all your conversations.

Email, LinkedIn DMs, SMS, WhatsApp, live chat, all in shared team inboxes, with full contact context.

  • Multi-channel inbox→
  • Rule-based routing→
  • Snooze and reminders→
  • Customizable contact sidebar→
flain.ai / unibox / channels unified_inbox.preview
flain.ai / unibox / contact contact_sidebar.preview
flain.ai / unibox / thread team_chat.preview
flain.ai / unibox / mentions assignments_mentions.preview
Convert

Turn conversations into customers.

Move deals from first reply to closed.

Configurable stages, custom fields, and outcome tracking, every deal moves through pipelines that match how your team closes.

  • Configurable stages and outcomes→
  • Multiple pipelines→
  • Custom fields and labels→
  • Kanban and list views→
flain.ai / pipelines / stages configurable_stages.preview
flain.ai / pipelines / multi multi_pipeline.preview
flain.ai / pipelines / fields custom_fields.preview
flain.ai / pipelines / kanban kanban_view.preview

Get on the calendar without the back-and-forth.

Share scheduling links from any conversation. Routing rules send meetings to the right owner, while each booking stays linked to the contact and deal.

  • Calendar booking links→
  • Round-robin routing→
  • Calendar sync→
  • Meeting reminders→
flain.ai / meetings / book booking_links.preview
flain.ai / meetings / routing round_robin_routing.preview
flain.ai / meetings / sync calendar_sync.preview
flain.ai / meetings / reminders meeting_reminders.preview

Every call becomes the next step.

Pre-meeting briefs, recording, AI summaries, and action items, all attached to the contact and any linked deal.

  • AI-generated pre-meeting briefs→
  • Recording and transcription→
  • AI summaries with action items→
  • Notes linked to the deal→
flain.ai / meetings / briefs pre_meeting_briefs.preview
flain.ai / meetings / record recording_transcription.preview
flain.ai / meetings / summary ai_summary_actions.preview
flain.ai / meetings / linked notes_linked_to_deal.preview
Retain

Most tools forget your customers after they convert. Flain doesn't.

Support customers without a separate help desk.

Live chat, support emails, and customer questions land in your Support inbox, with the same tools, AI, and contact history your team already relies on.

  • Live chat widget→
  • Support email routing→
  • Conversations with full context→
  • AI replies from your knowledge base→
  • Team assignments→
flain.ai / support / chat live_chat_widget.preview
flain.ai / support / email email_routing.preview
flain.ai / support / inbox conversation_context.preview
flain.ai / support / ai ai_replies.preview

Give customers answers before they ask.

Publish help articles, product docs, and FAQs customers can find themselves, while AI agents use the same content to draft accurate replies.

  • Public knowledge base→
  • Article collections and search→
  • Powers your AI replies→
  • Custom branding and domain→
help.flain.ai public_kb.preview
flain.ai / kb / collections collections_search.preview
flain.ai / kb / ai ai_replies_source.preview
flain.ai / kb / branding custom_branding.preview
flain.ai / kb / embed embed_widget.preview

Win back the customers you've lost.

Catch cancellations when they happen, then run win-back campaigns with past conversations, deal history, and customer signals already attached.

  • Win-back sequences→
  • Cancellation triggers→
  • Re-engagement for inactive customers→
flain.ai / win-back / sequences winback_sequences.preview
flain.ai / triggers / cancellations cancellation_triggers.preview
flain.ai / alerts / billing downgrade_alerts.preview
flain.ai / win-back / inactive inactive_reengage.preview
flain.ai / lifecycle / segments lifecycle_segments.preview
AI Agents

AI Agents that know the customer, not just the prompt.

Not a fixed set of AI features. Spin up as many specialist agents as you need — one for sales replies, one for partnerships, one for win-backs. Each one handles a specific job end-to-end.

Other tools

Stateless AI

You give it tone instructions and product details. It writes generic replies. It doesn't know this person replied 3 times, has a $24k deal in proposal, or cancelled once before.

Flain AI

Stateful, context-aware agents

Every agent reads the full Person record — all emails, all deals, all sequence activity, all notes. The draft reply knows it's a warm lead. The recovery agent knows why they churned.

Custom Agents

Set it up. Watch it work.

Every Flain agent is built on the same configuration model. Pick the name, set what it can do, when it fires, and what it reads. Then watch it work.

  • 01
    Name & Instructions. The agent's identity and behavior.
  • 02
    Actions. What it's allowed to do on your behalf.
  • 03
    Trigger. When it fires — on event, or @mention.
  • 04
    Knowledge. What it reads before it acts.
agents / new Active
01 Name & Instructions
02 Actions
Post comment on deal
Draft email to attendees
Create task
Route to team
03 Trigger
Select an event… ▼
04 Knowledge
Calendar event
Contact record
Conversation history
Linked deal
Pre-meeting brief agent
30 min before meeting · 4 knowledge sources
Running
Live activity
2:30 PM
Trigger fired
Meeting at 3:00 PM with Maya Chen, Acme Corp detected.
2:30 PM
Reading context
12 conversations · 3 past meetings · 1 active deal ($24k, Proposal stage).
2:31 PM
Brief drafted
Posted to deal Acme — Q3 expansion. Email sent to attendees.
premeeting.preview.png

Pre-Meeting Brief

Drafts attendee context, deal history, and three talking points 30 minutes before every meeting. Posts to the deal and emails the team.
replyagent.preview.png

Reply Drafter

Reads the thread, contact, deal stage, and KB before drafting. Configure each instance for draft-only review or auto-send.
leadenrich.preview.png

Lead Enricher

Adds role, company data, verified email, and tech stack from multiple sources the moment a lead lands in your workspace.
winback.preview.png

Win-Back Outreach

On cancellation, drafts a personal win-back message with full relationship history, billing context, and reason for leaving.
router.preview.png

Inbox Router

Classifies inbound conversations as sales, support, or partnership, then assigns the right teammate based on your rules.
forecaster.preview.png

Deal Forecaster

Reads conversation tone, recent stage moves, and engagement velocity to tag every deal with a confidence score and risk flag.
AI Chat Agent · Brain

Ask anything across your workspace.

"Which deals went quiet this week?" "Who hasn't replied in 14 days?" "Summarise everything Acme has told us this quarter." Brain Agent reads every record, every conversation, every event before it answers.

Built on the same data model as every other agent. No setup required.

You → "Show me deals that have gone quiet for 14+ days."
✦ Flain → "8 deals. 3 in Proposal stage, 4 in Discovery, 1 at Verbal. Want me to draft re-engagement messages for each?"
Built to extend

Automate the rules. Connect the rest.

Workflows

Automate any process in Flain.

Wire triggers to actions across customers, conversations, and deals. Drop in agents for the steps that need AI, plain rules for everything else.

  • Triggers on records, conversations, deals, and events
  • Branching, conditions, delays, and parallel paths
  • Visual canvas with version history
  • Agents and rule blocks on the same canvas
workflows / new-lead-qualification
Trigger
When new lead is created
EVENT
AI Agent
Score lead fit
Reads contact, company, signals
AGENT
score > 80
Action
Add to "Hot leads" list
RULE
Action
Enroll in welcome sequence
RULE 
GET  /v1/people/{id}
POST /v1/deals
# Full REST coverage

REST API

Read and write every record, conversation, deal, and event. Build custom integrations on Flain's full data model.

person.created
deal.stage_changed
conversation.replied

Webhooks

Subscribe to every event. Trigger your own systems when customers update, deals move, or conversations land.

# claude_desktop_config.json
"url":  "https://mcp.flain.ai"
"auth": "OAuth 2.0"

MCP Server

Connect Flain to Claude, ChatGPT, or any AI tool that speaks MCP. Your customer data becomes context for the AI you already use.

One product

Most teams spend ~$500/month on tools
that don't talk to each other.

Lead capture
Typeform, Intercom, Drift
→
Built in
Lead sourcing & enrichment
Apollo, Clay, Clearbit
→
Built in
Outreach
Lemlist, Instantly, Outreach
→
Built in
Collaborative inbox
Front, Missive, Help Scout
→
Built in
Scheduling
Calendly, Chili Piper, Savvycal
→
Built in
CRM & pipelines
Attio, Pipedrive, Folk
→
Built in
Live chat & knowledge base
Intercom, Crisp, Help Scout
→
Built in
That's ~$278/user/month.
The cost of stitching them together is much higher. Slower replies. Dropped handoffs. AI that writes blind. Deals that quietly die in the gaps.
— Pricing
Stop paying per seat.
Pay for the work, not the chair.
A flat platform fee. Add agents and executions as you scale. Your whole team, included.
01
Platform
Every tool, every workflow, every record. Unlimited team members.
$99/ month
02
AI agents
Add Reply, Research, Outreach and Routing agents. Pay only for what you turn on.
Per agentmonthly
03
Executions
Enrichments, agent runs, outbound sends. Metered usage, transparent rates.
Usagemetered
Get early access →
Unlimited seats No annual lock-in No surprise invoices