For agencies

Agency management, finally in one place

Stop paying for five tools that don't talk to each other. FlowQi brings CRM, projects, time tracking, budgets and invoicing together — so your agency runs on one platform, not a stack of tabs.

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CRM + Projects + Time + Invoicing
Pay per user that logs time
Replace 5 tools with one
Built for agencies

Agency team collaborating on client projects with FlowQi

Sound familiar?

Running an agency on six tools is exhausting

HubSpot for leads, Asana for projects, Toggl for hours, a spreadsheet for budgets, Moneybird for invoices — and still nobody knows what we earned on that client last quarter.

A lead becomes a client. Now copy them into the project tool. Then into the time tracker. Then into invoicing. Four systems, same data, every single time.

We billed 120 hours. We logged 95. The other 25 vanished into somebody's inbox.

I can tell you exactly how many meetings we had this week. I cannot tell you which of our clients are actually profitable.

Agencies don't need more tools — they need one that covers the full lead-to-invoice flow. That's what FlowQi is built for.

Ready to run your whole agency from one platform?

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How it works

From lead to invoice — in one flow

FlowQi connects every stage of the agency workflow, so data moves with the client — not through re-keying.

Capture the lead

New leads land in your CRM — by form, email or manual entry. Every conversation, quote and file stays on the contact.

Win the project

Turn a won deal into a project with one click. Scope, budget, team and deadlines — pre-populated from the proposal.

Plan and assign

Break the project into tasks, assign the right people, and check capacity before you commit. No more over-promising.

Track the hours

Team members log time against tasks. Budgets update live. Over-runs trigger a flag before the month-end surprise.

Invoice and report

Approved hours become invoice lines in one click. Send via FlowQi or push to your accounting tool. Know profit per client — every month.

Everything agencies need

The agency management platform, in one place

Every feature below is included. Pay per user who actually logs time — reviewers, managers and admins are free.

CRM & pipeline

Track leads from first contact to won deal. Pipelines, activities and quotes — all linked to the contact. Replace HubSpot or Pipedrive.

Project management

Kanban boards, Gantt timelines and task management per project. See status across every client at a glance.

Time tracking

Timer, quick-add and manual entry. Every hour is billable or non-billable, tagged to a project and task.

Timesheets & approval

Weekly timesheet view, one-click approval, CSV/PDF export. Auto-reminders so you stop chasing submissions.

Budgets & profitability

Live budget tracking per project. Profit per client, per project, per team member — not at month-end, now.

Quotes & invoicing

Send quotes, convert won deals to projects, turn approved hours into invoices. Sync to Exact, Moneybird or QuickBooks.

Resource planning

See who is overbooked and who has bandwidth. Reassign work before deadlines slip.

Reporting dashboards

Utilisation, billable ratio, pipeline value, project margin — every agency KPI, live.

01 — Lead to invoice

One flow. Every client. No re-entry.

Most agency tools stop at one stage. FlowQi covers the whole journey: lead lands in the CRM, becomes a project, the project logs hours, hours become an invoice. Data carries through. Nobody rekeys a contact, a rate card or a project scope ever again.

Lead captured via form, email or manual entry
One-click conversion from won deal to project
Hours logged on tasks roll up to project budget live
Approved timesheets become invoice lines automatically
Accounting sync to Exact, Moneybird, QuickBooks

Agency Management Platform for Digital Agencies | FlowQi

02 — Profitability

Know which clients actually pay off

Most agency owners suspect some clients are unprofitable but can't prove it. FlowQi shows you profit per client, per project, per team member — live. You see the drift before it becomes a year-end shock.

Billable vs non-billable hours per person
Budget burn rate per active project
Margin per client — ranked
Utilisation across the whole team

See how one platform replaces five agency tools.

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Works with the tools you already have

Connect FlowQi to the accounting, email and productivity tools your agency already runs on.

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FAQ

Frequently asked questions about agency management software

What is agency management software?

Agency management software is a platform that covers the full operational workflow of a professional services agency — CRM, project management, time tracking, budgeting and invoicing — in one connected system. Instead of stitching five tools together (a CRM, a project tool, a time tracker, a spreadsheet and an invoicing tool), agencies use an agency management platform so data moves with the client from lead through to invoice. FlowQi is built exactly for this flow.

How is an agency management platform different from a regular CRM?

A CRM tracks leads and deals. An agency management platform tracks what happens after the deal is won — the project, the hours, the budget, the invoice and the profitability. FlowQi includes a CRM, but it's one of six core modules, not the whole product. If you only need contacts and pipelines, a standalone CRM is enough. If you deliver work that needs to be scoped, staffed, tracked and billed, you need an agency platform.

Is FlowQi a PSA tool?

Yes. PSA (Professional Services Automation) is the enterprise term for what FlowQi does — lead-to-invoice automation for services firms. FlowQi is a modern PSA tool built for digital agencies, consultancies and creative studios, without the enterprise price tag or six-month implementation.

What tools does FlowQi replace for an agency?

Typical agencies replace: a CRM (HubSpot, Pipedrive), a project tool (Asana, Monday, Trello), a time tracker (Toggl, Harvest, Clockify), a budget spreadsheet, and often parts of their invoicing tool. Your accounting system (Exact, Moneybird, QuickBooks) stays — FlowQi syncs to it.

How does FlowQi pricing work for agencies?

Pay per user who actively logs time. Everyone else — managers, reviewers, admins, clients with read-only access — is free. No tiers, no feature gates. If 4 of your 12 team members log time, you pay for 4.

What should I look for when choosing agency software?

Five things: (1) Does it cover the full lead-to-invoice flow or just one stage? (2) Does it show live profitability per client and project? (3) Does it sync to your accounting tool? (4) Does it scale from a 5-person studio to a 50-person agency without changing systems? (5) Pricing — do you pay per user across the board or only for users who actually work in it? FlowQi is built around these five answers.

Does FlowQi work for small agencies and large agencies?

Both. FlowQi is used by 3-person studios and 40-person agencies on the same platform. Modules are added as you grow — start with CRM + projects, add time tracking when you need billable accuracy, add budgets and reporting when leadership wants profitability data.