A premium client workspace
Thoughtful tools that help your team make progress with confidence.
Built for your team
Stay close to the work that builds trust.
Create a polished system for engagement, delivery and long-term client relationships.
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
The work behind your best work.
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.
Project and advisory context
Thoughtful tools that help your team make progress with confidence.
Professional commercial workflows
Thoughtful tools that help your team make progress with confidence.
8.6 hrs
saved per person, every week
A stronger system starts with one connected workspace.
- A premium client workspace
- Project and advisory context
- Professional commercial workflows
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