--- title: "Floral CRM - bring it all together, or keep the CRM you have | Floral" description: "Floral drives your CRM either way. Keep your own, or add Floral’s own fully integrated CRM: pipelines, deals, tasks, contacts, lead forms, and a unified activity timeline, hydrated automatically from what Floral already knows." canonical: https://floral.so/features/crm --- # Floral CRM - bring it all together, or keep the CRM you have | Floral > Floral drives your CRM either way. Keep your own, or add Floral’s own fully integrated CRM: pipelines, deals, tasks, contacts, lead forms, and a unified activity timeline, hydrated automatically from what Floral already knows. Source: https://floral.so/features/crm [Optional add-onSee pricing ](#pricing) # 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. [Try free for 30 days](https://floral.so/signup)[Let's meet](https://floral.so/book-a-demo)[See every feature ](#crm-features) Why the Floral CRM add-on ## 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. [See CRM sync details ](https://floral.so/features/crm/integrations) ![Floral CRM pipeline kanban view](https://floral.so/img/features/crm/pipeline.png) ### 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. [See the activity timeline ](https://floral.so/features/crm/activity-timeline) ![Floral CRM dashboard with unified activity stream](https://floral.so/img/features/crm/dashboard.png) ### 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”. [See the recorder app ](https://floral.so/features/meeting-recorder-transcription-app) ![Floral iPhone app recording a meeting](https://floral.so/img/features/meeting-recorder-transcription-app/iphone-recording.png) Every CRM feature ## What you get with the add-on ### [Flexible pipelines](https://floral.so/features/crm/flexible-pipelines) 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. ### [Deals & forecasting](https://floral.so/features/crm/deals-and-forecasting) Weighted forecast strip, multi-owner, primary + extra contacts, lost-reason tracking, links back to briefings and summaries. ### [Tasks](https://floral.so/features/crm/tasks) 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. ### [Companies & contacts](https://floral.so/features/crm/companies-and-contacts) CVR auto-lookup via Proff, lifecycle stages, multiple addresses, related deals + tasks + people, full timeline per entity. ### [Lead forms](https://floral.so/features/crm/lead-forms) Public embeddable forms that auto-create person, company, follow-up task, and optionally a deal. Turnstile + rate limit. Email/CVR dedupe. ### [CRM integrations](https://floral.so/features/crm/integrations) Auto-sync to Pipedrive, WebCRM, and Knack on summary approval. Company + deal + contacts + note pushed with deeplink back to Floral. ### [Custom fields](https://floral.so/features/crm/custom-fields) Eight field types - text, multiline, URL, number, boolean, datetime, single-select, multi-select - across six entity types. Archive instead of delete. ### [Multi-owner & multi-relation](https://floral.so/features/crm/multi-owner) Many owners on every entity. Tasks and deals link to many companies, people, and other deals simultaneously. ### [CSV import](https://floral.so/features/crm/csv-import) HubSpot, Pipedrive, Salesforce CSV mapping. Auto-detect delimiter. CVR seeding. Email/CVR dedupe. Unmapped columns become metadata. ### [Activity timeline](https://floral.so/features/crm/activity-timeline) Unified feed: meetings, briefings, summaries, deals, tasks, notes, leads, system. Per-entity and workspace-wide. Chip filters by type. ### [Notes](https://floral.so/features/crm/notes) Rich-text notes - same Tiptap editor as meeting summaries. Polymorphic: attach to a company, a person, or a deal. ### [Categories & tags](https://floral.so/features/crm/categories-and-tags) Curated colored category vocabulary per entity type, plus free-form tags. Filterable across every list. ### [Bulk editing](https://floral.so/features/crm/bulk-editing) Select/cancel toggle on every list. Floating action bar with Replace or Add toggle. Works on tasks, deals (kanban + table), and contacts. Optional add-on ## 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. [Try free for 30 days](https://floral.so/signup)[Let's meet](https://floral.so/book-a-demo) 285 kr per seat / month - 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 What is the Floral CRM add-on? 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. Is the CRM available now? 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. Do I have to migrate from my current CRM? 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. What makes Floral CRM different from Pipedrive or HubSpot? 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. Can I hide CRM features from teammates who do not use them? 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 [Insights →](https://floral.so/insights) - August 17, 2026 · 11 min read ### [CRM vs meeting intelligence: where each belongs in a modern sales stack](https://floral.so/insights/crm-vs-meeting-intelligence) CRM vs meeting intelligence is not a choice between two tools. One is a system of record, the other a system of evidence. Here is which jobs belong where, and why. - May 12, 2026 · 8 min read ### [Why your sales forecast is wrong: five CRM fields that lie to you](https://floral.so/insights/why-your-sales-forecast-is-wrong) Sales forecast accuracy rarely fails because reps lie. It fails because five CRM fields cannot hold the truth. Here is what each field hides, and how to check it. ## 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. [Try free for 30 days](https://floral.so/signup)[Let's meet](https://floral.so/book-a-demo)