CRM & lead management
Keep every conversation, opportunity and next step in one calm workspace.
Explore featureOne workspace. Better workdays.
Run client work without the chaos.
Flowdesk brings leads, client projects, automation and revenue together—so your team can spend less time stitching tools together and more time moving forward.
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flowdesk
OverviewPipelineProjectsFinance
Thursday, 16 August
Good morning, Mason ✦
Pipeline value
$86,420
+12.8%
Open deals
24
+4 this week
Win rate
38%
+3.4%
REVENUE OVERVIEW
$124,800 ↗ 18.2%
YOUR TASKS
Proposal review
Spring launch
Client check-in
ACTIVE DEALS
View pipeline
New lead
8
In discovery
6
Proposal
4
Trusted by teams building what's next
arc&coNorthstarSTUDIO/47formativeHaven
Made for the whole journey
Every client moment, beautifully connected.
From the first message to the final payment, Flowdesk gives your team a single, clear source of truth.
Projects that stay on track
Bring tasks, timelines and collaboration into a shared delivery rhythm.
Explore featureInvoicing without friction
Create polished invoices, track payments and protect your cash flow.
Explore featureA portal clients love
Give clients a beautiful place for files, updates, approvals and answers.
Explore featureAutomation that feels human
Make follow-ups, handoffs and routines happen at exactly the right moment.
Explore featureDecisions backed by data
See revenue, capacity and performance clearly—without a spreadsheet maze.
Explore featureYour business, in focus
A clearer view of what moves your business.
Know exactly where every opportunity stands, what needs attention today and how your team is tracking—without chasing updates across five tabs.
- A live view of revenue and pipeline health
- One shared home for client context
- Simple automations that keep work moving
flowdesk
OverviewPipelineProjectsFinance
Thursday, 16 August
Good morning, Mason ✦
Pipeline value
$86,420
+12.8%
Open deals
24
+4 this week
Win rate
38%
+3.4%
REVENUE OVERVIEW
$124,800 ↗ 18.2%
YOUR TASKS
Proposal review
Spring launch
Client check-in
ACTIVE DEALS
View pipeline
New lead
8
In discovery
6
Proposal
4
A few kind words
More momentum. Less maintenance.
Teams use Flowdesk to build a business that feels more organized, responsive and in control.
“We replaced our scattered client stack with one workspace our whole team actually enjoys using.”
“The client portal alone made our delivery feel twice as polished.”
Flowdesk is a single workspace for the relationship and delivery side of your business—from first lead to final invoice.
Start your next chapter
Give your team a calmer way to grow.
Bring your client work into focus with a workspace built for the way modern service teams move.