Floral’s own CRM - or the one you already have
Floral is the knowledge engine. The CRM is where that knowledge lands, and you choose which one.
Keep Pipedrive, WebCRM or Knack and let Floral keep it current, or add Floral’s own CRM as an add-on. Either way, approved meetings become deals, contacts and notes on their own. Your data stays yours, stored in the EU.
Three things make it different
Meetings become CRM data - automatically
When a meeting summary is approved, Floral creates the company, deal, contacts, and a note with the full summary on the right deal. Approved meeting → up-to-date pipeline, with zero clicks.
One timeline for the whole relationship
Briefings, meetings, summaries, deals, tasks, notes, and lead form submissions all fan out to the company and every person involved. Open a contact, see the entire history - including the meeting marketing had with them last week.
Mobile meeting → CRM in under two minutes
Record in the room with the Floral mobile app. Floral transcribes, the AI writes a structured summary, you approve, and the data lands on the right deal. Reps never have to sit down at a laptop after a customer meeting to “update the CRM”.
What you get with the add-on
Drag-and-drop kanban or table view, four value modes (kr / stage / Low-Med-High / 1-10 score), per-stage probability, auto-win/auto-lose.
Weighted forecast strip, multi-owner, primary + extra contacts, lost-reason tracking, links back to briefings and summaries.
Multi-owner. Multi-relation - link one task to a company, a person, and a deal at the same time. Soft-delete + restore. Drag-and-drop reorder.
CVR auto-lookup via Proff, lifecycle stages, multiple addresses, related deals + tasks + people, full timeline per entity.
Public embeddable forms that auto-create person, company, follow-up task, and optionally a deal. Turnstile + rate limit. Email/CVR dedupe.
Auto-sync to Pipedrive, WebCRM, and Knack on summary approval. Company + deal + contacts + note pushed with deeplink back to Floral.
Eight field types - text, multiline, URL, number, boolean, datetime, single-select, multi-select - across six entity types. Archive instead of delete.
Many owners on every entity. Tasks and deals link to many companies, people, and other deals simultaneously.
HubSpot, Pipedrive, Salesforce CSV mapping. Auto-detect delimiter. CVR seeding. Email/CVR dedupe. Unmapped columns become metadata.
Unified feed: meetings, briefings, summaries, deals, tasks, notes, leads, system. Per-entity and workspace-wide. Chip filters by type.
Rich-text notes - same Tiptap editor as meeting summaries. Polymorphic: attach to a company, a person, or a deal.
Curated colored category vocabulary per entity type, plus free-form tags. Filterable across every list.
Select/cancel toggle on every list. Floating action bar with Replace or Add toggle. Works on tasks, deals (kanban + table), and contacts.
CRM add-on
Optional add-on that extends Floral with pipelines, deals, tasks, contacts, lead forms, and one-way sync to Pipedrive, WebCRM and Knack on approval. Hydrated automatically from your approved meeting summaries.
285 kr
Unlimited contacts
Unlimited tasks
Unlimited deals and pipelines
Custom fields, categories, and tags
Embeddable lead forms
Unified activity timeline
Add-on to the 485 kr/seat/month Floral base subscription.
Frequently asked
Floral is the knowledge engine; the CRM is where that knowledge lands. The add-on is a full CRM layer on top of the Floral platform you already use - pipelines, deals, tasks, companies, people, lead forms, custom fields, activity timeline - for teams that would rather have the destination built in than integrate their own. Available as a paid add-on on the same invoice.
Yes. Start a free trial and switch on the CRM add-on, or let’s meet and we will set it up together with you.
No. Your own CRM is a first-class destination - approved meeting summaries push into the system you already use as company + deal + note + contact rows. The add-on is for teams that would rather consolidate and let Floral be the destination too. Either way, your data stays yours: stored in the EU, exportable at any time and reachable through the public API. See the security and data page for the details.
Two things. First, it sits directly on the knowledge engine - every record is hydrated by the meeting data Floral already captures, so there is no manual data entry between conversation and pipeline. Second, Floral is Danish-first: CVR auto-lookup, native Danish UI, GDPR-compliant data residency, Danish support.
Yes. Per-user feature access lets workspace admins show each teammate only the surfaces they actually need. A customer success rep can have meetings + contacts only; a sales rep gets the full pipeline. Read more on the per-user feature access page.
Insights
Read more
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Add Floral CRM to your workspace
Start a free trial and switch on the CRM add-on, or let's meet and we will set it up together with you.