AI Tool

DealsFlow Review

DealsFlow is an AI-driven tool that integrates CRM, marketing, and sales into a conversational interface, allowing businesses to manage operations via simple dialogue.

shipped Sep 9, 2026chatbotfreemium

Monthly visits5/mo

chatbotproductivity

Why it matters

1Offers a free core workspace for one person and one organization, including Flow, business memory, conversational CRM, clients, deals, tasks, and calendar.

2Provides optional AI employees: Aurelius for growth and marketing ($149/month) and Cassius for sales and customer relations ($249/month).

3Features an API with documentation available at https://app.dealsflow.ai/api/developer/health/.

4Available on Web, iOS, and Android platforms, supporting voice and text interaction.

About DealsFlow

Business Model

Freemium SaaS

Platforms

Web, iOS, Android, API

Target Audience

Small business owners

Pricing Plans

DealsFlow Core

$0 / monthly

• Flow
• business memory
• CRM
• clients

Aurelius

$149/mo

• Plans and publishes content
• Builds landing pages
• Ad planning and creative preparation
• Includes 4,000 credits

Cassius

$249/mo

• Finds and qualifies prospects
• Handles calls and sales follow-up
• Books and summarizes meetings
• Includes 12,000 credits

Specs

API Docs

View Documentation →

API Available

Yes, public API

overview

What is DealsFlow?

DealsFlow is a conversational AI business operating system developed by DealsFlow LLC that enables small business owners, revenue teams, sales teams, marketing teams, agencies, and SDR teams to manage CRM, marketing, and sales operations through a unified conversational interface. It aims to reduce the need for multiple software tools by integrating CRM, client management, task management, and calendar functionalities, all accessible by interacting with its central AI operator, "Flow." As of September 8, 2026, DealsFlow offers a free core workspace and optional specialized AI employees like "Aurelius" and "Cassius" for enhanced capabilities.

features

Key Features of DealsFlow

DealsFlow provides a comprehensive suite of features designed to automate and streamline business operations through its conversational AI interface. The platform's core functionality revolves around its AI operator, "Flow," and specialized AI employees.

Conversational CRM for client and deal management.
AI employee integration, including "Aurelius" for growth/marketing and "Cassius" for sales/customer relations.
Business memory management to retain context across interactions.
Task automation and management within the conversational interface.
Lead tracking and qualification capabilities.
Integration with marketing platforms for campaign management.
Sales integration for automated outreach and follow-ups.
API availability for custom integrations and data access.
Mobile applications for iOS and Android, supporting voice and text input.
Data retention policy of 30 days with no user data used for training.

use cases

Who Should Use DealsFlow?

DealsFlow is designed for various business personas seeking to consolidate and automate their operational workflows through an AI-powered conversational system. Its capabilities cater to teams focused on revenue generation, client management, and marketing execution.

Small Business Owners: To manage CRM, email, ads, and general operations from a single intelligent conversation.
Revenue Teams: For automating LinkedIn outreach, sales conversations, and AI-powered prospecting and lead qualification.
Sales Teams: To support inbound/outbound calls, run AI sales follow-up, assist with proposals, and book meetings.
Marketing Teams: For campaign building, content creation, landing page development, ad planning, and creative preparation.
Agencies and SDR Teams: To streamline B2B lead generation, manage client interactions, and automate outreach without losing personalization.

how to use

How to Use DealsFlow

DealsFlow operates as a conversation-first platform where users interact with "Flow" to manage their business operations. Users can get started by accessing the free core workspace and then optionally hiring specialized AI employees.

1Access the DealsFlow platform via web browser, iOS App Store, or Google Play Store.
2Sign up for the free core workspace, which includes "Flow," business memory, conversational CRM, clients, deals, tasks, and calendar.
3Interact with "Flow" by typing or speaking instructions to manage CRM entries, create tasks, or inquire about business data.
4Optionally, hire specialized AI employees like "Aurelius" for marketing campaigns or "Cassius" for sales automation.
5Connect existing business tools such as Facebook, Instagram, WhatsApp, Email, Google Calendar, Zoom, Slack, and Stripe for integrated operations.
6Utilize the API for custom integrations and advanced data management, accessible via the developer health endpoint.

pricing

DealsFlow Pricing & Plans

DealsFlow operates on a freemium model, offering a robust free core workspace and optional paid subscriptions for specialized AI employees. This structure allows users to scale their AI capabilities as needed.

DealsFlow Core: $0 per month. Includes Flow, business memory, conversational CRM, clients, deals, tasks, and calendar for one person and one organization.
Aurelius: $149 per month. An AI employee specializing in growth and marketing, handling campaign building, content creation, landing page development, and ad planning.
Cassius: $249 per month. An AI employee focused on sales and customer relations, capable of researching/qualifying prospects, supporting calls, running AI sales follow-up, and booking meetings.

Enjoying this? Get one like it in your inbox each morning.

one email a day · unsubscribe in two clicks · no third-party tracking

Pros

+Unified conversational interface for CRM, marketing, and sales, reducing tool sprawl.
+Free core workspace provides essential business management features without cost.
+Specialized AI employees (Aurelius, Cassius) automate complex tasks like LinkedIn outreach and sales follow-ups.
+Available on Web, iOS, and Android, supporting flexible access via voice or text.
+API availability allows for custom integrations and extended functionality.
+Does not train on user data, ensuring privacy for business information.

Cons

−Limited user reviews available, making comprehensive reception assessment challenging.
−Future AI employees (Julius, Seneca, Augustus) are still in development or private pilot, limiting current full operational scope.
−Reliance on a conversational interface may require an adjustment period for users accustomed to traditional GUI-based systems.
−Pricing for specialized AI employees can accumulate for businesses requiring multiple advanced functionalities.
−Specific details on the depth of integration with all listed third-party platforms are not extensively detailed.

Policies

Pricing Page

View Pricing→

Similar Tools

DealsFlow vs Competitors

DealsFlow differentiates itself in the market through its "conversation-first" approach and integrated "AI employee" model, aiming to provide a unified business operating system rather than a collection of disparate tools. This contrasts with traditional CRM and outreach solutions.

Harmonic

Offers AI-powered deal sourcing by tracking company growth signals and developer activity for pre-announcement opportunities, similar to DealsFlow's screening capabilities.

Visit→

Grata

Provides AI-powered search across private company profiles for target discovery and includes live deal tracking and pipeline management, aligning with DealsFlow's deal screening and management.

Visit→

Fundwave AI Agents

Features a 'Dealflow AI Agent' specifically for venture capital teams, automating deal ingestion, scoring, due diligence tracking, and IC memo drafting, covering the investment lifecycle like DealsFlow.

Visit→

Reuben AI

An AI-native operating system for institutional private capital, encompassing deal sourcing, due diligence, and portfolio monitoring, similar to DealsFlow's comprehensive approach for VC/PE.

Visit→

Affinity

A relationship intelligence platform purpose-built for private capital, offering automated CRM data capture, deal sourcing analytics, and AI agents for pipeline movement and research, comparable to DealsFlow's deal flow management.

Visit→