01

Projects & Tasks

Manage projects your way with flexible views and powerful task management.

Kanban, List, Table, Timeline views
Subtasks, checklists, dependencies
Approvals & revisions
File management
Project templates
Comment mentions & activity logs
02

Client Management

Keep all your client information organized and accessible in one place.

Client profiles & contact book
Communication log
Client-specific projects & documents
Approvals workflow
Client-facing portal
Secure file sharing
03

People & Teams

Manage your team, track performance, and optimize workloads effectively.

Team directory
Roles & permissions (RBAC)
Workload & capacity planning
Performance KPIs (7d / 30d)
Availability & status
04

Finance

Track invoices, expenses, and profitability all in one dashboard.

Invoices (create, send, track)
Invoice templates
Recurring invoices
Expenses tracking
Profitability by project & client
Cashflow snapshot
05

Automations

Automate repetitive tasks and focus on what matters most.

Task reminders
Invoice reminders
Client status updates
Sales follow-ups
Custom workflows: Trigger → Condition → Action
Scheduled digests
06

Calendar & Scheduling

Keep your team in sync with a unified calendar and scheduling tools.

Unified team calendar
Project deadlines
Drag-and-drop rescheduling
Google Calendar sync (optional)
07

Files & Documents

Store, organize, and share files securely with your team and clients.

Folder structure
Version history
Approvals
Final delivery packaging
Company documents (SOPs, policies)
08

Sales & CRM

Convert leads to clients with a simple yet powerful sales pipeline.

Lead capture
Pipeline board
Follow-up reminders
Proposal builder
Lead → Client → Project conversion
09

Analytics & Dashboards

Get insights into your business performance with real-time dashboards.

Company dashboard
Team dashboard
Sales dashboard
Project health overview
Performance trends

Ready to upgrade your workflows?

Book a demo and see FLOW in action.