Client records
Store people, companies, contact history, notes, files, invoices, and follow-up context in one place.
One connected client workspaceClient work,
Client work,
kept flowing.
Client management software for every industry—built for client cards, follow-ups, invoices, meetings, tasks, workflows, team notes, accounting, and AI summaries.
14-day trial • Cancel anytime • Built for any industry
Connected workspaceClients, tasks, pipeline, and invoices
Flow AISummaries and next-step support
One workspace
From first conversation to finished work.
Flow connects the client, the work, and the next action. Every update remains tied to the right record, so teams spend less time rebuilding context and more time moving work forward.
Connected workspace
Clients
Client cards, contact records, labels, notes, files, and relationship history stay connected in one workspace.
✓Build complete client and contact profiles with owners, labels, notes, and files.
✓Keep calls, messages, meetings, tasks, invoices, and opportunities on one timeline.
✓Search, filter, import, and organize records without losing relationship history.
✓Open the exact client record behind new activity, follow-ups, and alerts.
What Flow connects
The operating system behind client work.
Keep the relationship, communication, responsibilities, revenue, and reporting in one clear system without forcing your team into disconnected tools.
Pipeline control
Track opportunity stages, value, owners, next actions, and won or lost outcomes without losing context.
Follow-up control
Tasks, meetings, due dates, reminders, and On Radar keep every client relationship moving.
Connected finance
Create invoices, manage receivables and payables, track inventory, and open the source behind every number.
Automation
Every update becomes the next clear action.
Use stage changes, dates, replies, inactivity, record updates, and invoice activity to create tasks, reminders, notifications, emails, notes, and team handoffs.
TriggerClient activity changesA reply, due date, stage change, invoice event, or period of inactivity starts the workflow.
ActionFlow updates the workCreate the next task, notify the owner, send a message, or update the client record.
ResultThe next step is clearThe team sees what changed, who owns it, and what needs to happen next.
Integrations
Keep the tools your team already uses.
Connect email, calendars, meetings, files, and communication activity while Flow remains the shared workspace for the client relationship.
Industries
Templates for any client-driven business.
Start with a workspace designed around the way your business handles relationships, follow-ups, projects, pipeline, invoices, and team handoffs.
General Sales
Track leads from first outreach to close.
Flow keeps lead stages, notes, call follow-ups, next steps, and deal values connected so the team can move opportunities forward faster.
Explore industriesLead stages
Follow-up reminders
Opportunity values
Simple pricing
Start Flow Pro with every connected capability.
Choose the number of workspace seats you need. Every paid user receives access to the connected client workspace, automation, invoicing, accounting, reporting, integrations, and Flow AI.
See pricing detailsFlow Pro14-day free trial
$89.99 / user / month
Start your free trial- Clients and contacts
- Pipeline and forecasting
- Tasks and calendar
- Unified inbox
- Workflows and automation
- Invoicing and inventory
- Accounts payable and receivable
- Accounting reports
- Flow AI summaries
- Workspace data export
Build a clearer operating system for every client relationship.
Start with a 14-day Flow Pro trial, connect the work your team already manages, and keep every next step in one place.