Customers, contacts, and suppliers, in one place. No more scattered records across tools, inboxes, and spreadsheets.
When a client calls, nobody has the full picture, because it doesn't exist in one place.
You copy-paste names and emails between tools. One typo and a client disappears from your radar.
Someone promised to follow up. Three weeks later, the client calls to say they went with a competitor.
The account changes hands and nobody knows what was discussed. The client has to explain themselves again.
Two team members reach out to the same contact on the same day. Looks unprofessional. Costs relationships.
Ready to fix your client chaos?
Start free, no credit card requiredThe work
Two steps, in the same customer record.
One record per customer, shared by sales, marketing, support and finance, with the full interaction history attached. No duplicates across tools, inboxes and spreadsheets, and handovers that keep their context.
Set a follow-up on the client profile itself, so the task stays tied to its context. Due date, owner and priority, with overdue items flagged in the client list.
No plugins, no integrations, no extra cost. Client management is a core part of FlowQi.
Name, company, contact details, tags, and custom fields, everything about a client in one card.
Keep notes, contacts, projects and tasks together in one client timeline. Your whole team sees the full history. Email sync is on our roadmap.
Find any client in seconds. Filter by status, tag, deal stage, or last activity. Save your views.
See who owns which account and who last spoke to a client. No gaps, no duplicate outreach.
Add the fields your business actually needs, contract value, renewal date, industry code, anything.
Set reminders directly on a client profile so tasks stay tied to context. Never drop the ball again.
Basic is not a trial. It has no end date, and you pay only for what you add.
A CRM system (Customer Relationship Management) is software that centralises client contacts, deals and communication so teams always have shared context. FlowQi goes a step further by linking clients directly to projects, time tracking and invoicing, one workspace, one source of truth.
The CRM is included in Basic, free for your whole team. CRM and projects are free for your whole team. Core is $25 per user per month for everyone in your workspace. Time & Resources ($25) and Billing ($15) are charged only for the people who use them, on top of Core.
Yes. You can import contacts from a CSV file with a simple field-mapping step, which also works for exports from most other CRMs.
Not yet. Email sync is on our roadmap. Today the client timeline holds your notes, contacts, projects and tasks, so the team still sees the full history in one place.
Yes, that’s FlowQi’s superpower. You can link clients to projects, track billable hours, and generate invoices, all from the same client profile. No copy-pasting between tools.
Standalone CRMs cover the sales side and nothing beyond it. For projects, hours and invoices you still need a second tool, so you pay twice and retype the same data between systems every month. FlowQi does the client management and the delivery, in one system. You pay per person, and only for the modules that person actually uses.
Manage every customer relationship in one place. Start free, no credit card required.
Book a demo
30 minutes, no slide decks. Real product, real workflows. We'll reach out within one business day.
Get started free
Leave your details, we'll send you a free trial.