Keep the relationship in context
Store account communication, delivery coordination, and client follow-ups beside contact details, notes, meetings, tasks, communication, and invoices instead of spreading work across disconnected tools.
CRM for marketing agencies
Give every marketing client a connected workspace.
Flow helps marketing agencies keep new business, client relationships, account work, team ownership, invoicing, and next actions together.
Make every next action clear
Use due dates, ownership, reminders, and workflow automation to turn important activity into a dependable follow-up process.
✓Lead qualification
✓Campaign and meeting follow-ups
✓Account-team handoffs
Give the team one shared view
Keep current activity and client history visible when responsibility moves between teammates, departments, or locations.
Connect client work and revenue
Create invoices and track payment activity alongside the relationship and daily work that produced it.