NitroFlow Workspace

Pipeline Performance

Review the live NitroFlow workspace, see current deal flow at a glance, and manage every stage with the same tools the revenue team uses every day.

Conversion --

Open Pipeline --

Active Deals --

Route Planner

See nearby stops, pick your route, and launch directions on your phone.

Origin

Destination

Stops Manage the opportunities in your route

Select stops and press Optimize to preview your route.

Saved Locations

Name Address Line 1 Address Line 2 City State Postal Code Country

Default origin Default destination

Companies

Manage account records and the contacts linked to them

To-Do List

Monitor funnel follow-ups that need your attention.

Scheduled

Due Soon

Past Due

Recently Completed

Territory Name Assign To

Plot points on the map to outline your territory. Choose Complete Territory—or click your first point—to close the shape. Use the toolbar to pan, draw, and drop pins for notes or landmarks.

Keep each territory compact (≈15 sq mi max). Use the plot and pin tools to capture boundaries, notable locations, and internal notes for your field team. Drop manual pins for assets or reminders that aren’t tied to a POI.

Saved Territories

Colors follow each owner so the map stays consistent.

Import Locations

Upload a CSV with latitude/longitude columns to auto-create a territory boundary.

Assign To Territory Name

Choose CSV file…

CSV columns supported: name, address, latitude, longitude, phone, website. Imported locations are automatically saved to the company directory and queued as prospecting opportunities.

Admin & Manager Only

Workspace

Configure access, guardrails, and bulk data tools built for trusted members.

Meeting Agent Integration

Connect your OpenAI account so Meeting Agent billing stays with you.

Not connected

Store your OpenAI API key once and NitroFlow handles secure storage, validation, and scoping it to this workspace.

Last success: never Last error: none

Organization & Invitations

Create invite links, monitor status, and keep control of workspace access.

Status

Share a single-use invite or let reps reuse a link while you keep full visibility into who has joined.

Invitee Email (optional) Role Expires (days) Max Uses

Code	Role	Email	Invited By	Created	Expires	Uses	Status	Actions

Territory Colors

Set the default territory color for every member.

Managers pick from the shared palette or open Custom… to type a specific hex. Members inherit a color automatically the first time they sync, so every territory is ready for the map without extra clicks.

Member	Role	Email	Last Login	Territory Color	Actions

Line of Business

Control the options reps can select when logging deals.

Name Value / Unit Frequency

LOB defaults visible: LTL, TL, UPS

Import / Export Data

Download templates, export snapshots, import updates, and clean duplicates.

Download Templates

Start with a clean sheet that matches the current workspace schema.

Entity Format

Templates include required columns, sample values, and version tracking so imports stay compatible.

About ID columns

Templates still show columns like Id, CompanyId, and OwnerId, but most teams leave them blank. NitroFlow fills them in for new records automatically.

If you need to update existing records, export the data first and copy the IDs directly—never make up or edit the values by hand.

Contacts must include either a CompanyId or a CompanyName that matches an existing account. Rows without a valid company are skipped.

Export Workspace Data

Download current records to audit, share, or bulk edit offline.

Entity Format

Exports reflect your entire workspace. Filter in spreadsheets or re-import to update existing records.

Import Records

Validate files, review outcomes, and update the workspace in bulk.

Entity Upload File

Only CSV files generated from NitroFlow templates are accepted. Max 2,000 rows per upload. Contact uploads require a matching CompanyId or CompanyName for every row.

Import safety

Leave ID columns blank unless you are intentionally updating existing records. When left empty, NitroFlow assigns the correct keys and links the records for you.

Supplying an ID that does not belong to your workspace will block the upload, so copy IDs from an export if you need them.

When importing contacts, pair every person with the company they belong to—NitroFlow now rejects orphaned contacts to keep rosters accurate.

Data Hygiene Tools

Scan for duplicates, pick a source of truth, and merge safely.

Super admins only

System Overview

Quickly confirm platform health, finances, and fleet usage before you head out.

Health

Unavailable

Health metrics will load shortly.

Financials

Financial data populates when Stripe is configured.

Maps Provider

Map provider info will load shortly.

Runtime Gauges

Metrics coming soon.

Stadia Usage Insights

Contact import, geocoding, and satellite tile telemetry.

Stadia telemetry will load once the system overview refreshes.

Fleet Accounts

Workspace-level snapshot across NitroFlow.

Workspace	Members	Storage	Status	MRR	Alerts	Actions
System data is only available to super admins.

Pipeline Table

CSV-style grid · toggle phases and sort any column

Status Created After Created Before Search Pipeline

Showing 0 opportunities

Show

		LOB	Phase	Name	Title	Phone	Company	Value/ month	Notes	Activities	Volume

Funnel Flow

Live view of deal volume across the NitroFlow pipeline

Sign in to NitroFlow

Pipeline Performance

Scheduled

Due Soon

Past Due

Recently Completed

Credit Usage

Saved Territories

Import Locations