Organize every client relationship
Keep discovery notes, stakeholders, messages, meetings, deliverables, tasks, and invoices connected to the right account.
CRM for agencies
Keep agency relationships, delivery, and revenue connected.
Flow helps agencies manage leads, client communication, meetings, tasks, project handoffs, invoices, and follow-ups from one client workspace.
Make account work visible
Use owners, tasks, due dates, activity history, and workflow automation so client commitments do not disappear into chat or personal to-do lists.
✓Account ownership
✓Client meeting follow-ups
✓Delivery handoffs
Track new business and retainers
Move opportunities through customizable pipeline stages while keeping the relationship history and next action in view.
Keep billing in the client context
Create invoices and monitor payment activity beside the work and communication that produced it.