Product
Everything your team needs
to stay flowing.
See the actual FLOW workspace: client cards, contacts, pipeline updates, tasks, meetings, invoices, inventory, automations, reports, team notes, and AI summaries connected in one place.
Clients
Workspace view
Clients
Client cards, contact records, labels, and relationship details 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.
Client records
Store people, companies, contact history, notes, and follow-up context in one place.
Custom workflows
Create automations for reminders, assignments, stage changes, and next-step handoffs.
Follow-up control
Tasks, due dates, meetings, and On Radar keep every client relationship moving.
Invoicing
Create invoices, add products and services, and keep billing tied to the client timeline.
Reporting
See pipeline value, task completion, invoices, inventory, and recent activity across the workspace.
Gmail
Outlook
Google Calendar
Google Drive
Microsoft Teams
Zoom
Phone & SMS
