Visual workflow builder
Thoughtful tools that help your team make progress with confidence.
Flowdesk features
Let thoughtful systems do the repetitive work.
Create straightforward workflows that keep leads, tasks and clients moving at the right time.
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
Make every handoff effortless.
Built around the way your team moves.
Start with a clearer process, then make it yours. Flowdesk keeps the people and context behind great work close together.
Reliable triggers and actions
Thoughtful tools that help your team make progress with confidence.
Human-friendly automation
Thoughtful tools that help your team make progress with confidence.
42%
less time spent switching tools
A stronger system starts with one connected workspace.
- Visual workflow builder
- Reliable triggers and actions
- Human-friendly automation
Common questions
Simple to start. Built to grow.
It connects naturally with the rest of your workspace, so the right client context is always nearby.
Ready to make work feel lighter?
Start exploring the workspace built for a more connected client experience.
Start free trial