Manage deals and
delivery together.
FlowCRM connects your sales pipeline directly to project delivery. Stop juggling tools and start shipping faster.
Q4 Project Pipeline
Track active deals and ongoing delivery projects.
Homepage wireframes for Acme Corp
Q4 Content Calendar Planning
API Integration with Stripe
Trusted by modern teams
Run your entire business in one place
From the first lead to the final deliverable, FlowCRM keeps your team synced.
Deals & Delivery
- Pipeline + projects: Convert won deals to projects instantly.
- Account timeline: Emails, notes, tasks in one feed.
- Client portals: Share files & updates securely.
Automation
- Smart follow-ups: Auto-reminders for stalled deals.
- Playbooks: Standardize onboarding & renewals.
- Routing rules: Auto-assign leads by territory.
Analytics
- Revenue dashboards: Forecast & conversion rates.
- Delivery health: Burndown & workload balance.
- Custom reports: No more spreadsheets.
Built for every team that sells and delivers
Whether you're an agency or a startup, FlowCRM adapts to your specific workflow.
Agencies
Seamless flow from proposal to kickoff. Auto-generate project boards as soon as the contract is signed.
B2B SaaS
Manage complex onboarding, implementations, and renewals in one timeline.
Consulting Firms
Structure engagements from discovery to final report delivery.
Startups
Move fast from MVP to feedback loops. Track feature sprints.
Services Teams
Track work orders, resourcing, and timelines efficiently without the chaos.
Product Studios
Manage multiple ventures from prototype to spin-off.
Teams ship faster and retain more customers
"We replaced three tools and finally got visibility from lead to launch. FlowCRM is not just a tool, it's our entire operating system."
Operations Lead
OrbitLabs
"Client updates used to be chaos. Now everything is in one timeline."
Account Manager
Brightlane
"Forecasting improved because delivery capacity is connected to revenue."
Founder
NovaWorks
Simple plans that grow with you
Choose the right plan for your team size.
Starter
For small teams getting organized.
Features
- Core CRM + Project boards
- 3 Pipelines
- Basic automations
Growth
For teams scaling repeatable delivery.
Everything in Starter, plus:
- Unlimited pipelines
- Client portal + approvals
- Advanced reporting
- Custom templates
Scale
For larger teams with strict controls.
Everything in Growth, plus:
- Roles & permissions
- SSO / SAML
- Audit logs
- Priority support
Trusted by modern teams
See how companies are shipping faster.
"We replaced three tools and finally got visibility from lead to launch. It's transformed how we operate."
"Client updates used to be chaos. Now everything is in one timeline and our clients love the portal."
"Forecasting improved drastically because delivery capacity is finally connected directly to revenue."
"The automation workflows saved our team about 20 hours a week on manual data entry alone."
The workflow end-to-end
Stop stitching together disconnected tools. Manage the entire customer lifecycle in one unified system.
Manage deals and delivery together
Convert a won deal into a project with one click. See emails, notes, tasks, and milestones in a single account timeline.
Stay ahead with automation
Trigger reminders when deals stall. Standardize onboarding with playbooks that auto-assign tasks.
- ⚡Smart follow-ups
- ⚡Routing rules
Measure what matters
Revenue dashboards that actually make sense. Track forecast, conversion rates, and delivery health without complex spreadsheets.
Product tips, playbooks, and release notes
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