> ## Documentation Index
> Fetch the complete documentation index at: https://flow9.mintlify.site/llms.txt
> Use this file to discover all available pages before exploring further.

# What is Flow9 Funnel?

> An AI-powered CRM for capturing, nurturing, and converting leads — with built-in AI voice, SMS, and email campaigns.

Flow9 Funnel is an AI-powered CRM that helps your team capture leads, work them
through a sales pipeline, and convert them into customers — with AI agents that
can call, text, and email your leads for you.

## What you can do with Funnel

<CardGroup cols={2}>
  <Card title="Manage your pipeline" icon="filter">
    Capture and qualify **leads**, move **deals** through your pipeline, and keep
    **customers** and **accounts** organized — with custom fields, statuses,
    scoring, and duplicate detection.
  </Card>

  <Card title="Run AI campaigns" icon="phone">
    Launch outbound campaigns where an AI voice agent calls your contacts, or
    reach them by SMS and email — with schedules, holiday calendars, and
    do-not-contact compliance built in.
  </Card>

  <Card title="Communicate in one place" icon="inbox">
    A unified inbox for email conversations, Gmail and Google Calendar sync,
    and fax — all connected to your CRM records.
  </Card>

  <Card title="Automate your operations" icon="gears">
    Lead-capture forms, social lead sync (Facebook, WhatsApp, LinkedIn),
    distribution rules, approvals, tasks, and custom reports.
  </Card>
</CardGroup>

## Who uses Funnel

* **Sales agents** work leads, deals, tasks, and their inbox day to day.
* **Company admins** configure the workspace: users and roles, custom fields and
  objects, integrations, and billing.
* **Developers** integrate external systems through the public API — keys and
  endpoint documentation live under **Settings → API Keys** in the app.

## Next steps

<Steps>
  <Step title="Sign up">
    Create your company at [flow9.online](https://flow9.online) — every new
    workspace starts with a [14-day free trial](/guide/trial-and-demo-data).
  </Step>

  <Step title="Set up your workspace">
    The [Onboarding page](/guide/onboarding) walks you through your company
    profile, your team, your pipeline, email and calendar, and a phone number.
    It is optional, so you can start working before you finish it.
  </Step>

  <Step title="Take the quickstart">
    Follow the [quickstart](/guide/quickstart) to take one lead from capture to
    a won deal in about five minutes.
  </Step>
</Steps>