Account-level client context
Thoughtful tools that help your team make progress with confidence.
Built for your team
Service delivery, without the scramble.
Make projects, documentation, client requests and commercial work easier to manage together.
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.
Reliable delivery workflows
Thoughtful tools that help your team make progress with confidence.
Clear billing visibility
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.
- Account-level client context
- Reliable delivery workflows
- Clear billing visibility
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