How it works FLOWY

From zero to productive in minutes. 11 integrated modules: Projects, CRM, Help Desk, Cases, Reports, Suppliers, Assets, Knowledge Base, Social Feed and more.

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4 steps to get started

01

Create your workspace

Sign up in seconds with Google or email. Your workspace is ready instantly: no configuration, no complicated setup.

02

Organise projects and tasks

Create projects with Kanban boards, list view or Gantt. Add tasks with priorities, sub-tasks, sprints and milestones. Track progress in real time.

03

Manage To-Dos and documents

Customisable folders with icons and colours, drag & drop and multiple views. Collaborative document editor with versioning, notebooks and planner with Pomodoro timer.

04

Activate business modules

CRM, Help Desk, Cases, Reports, Suppliers, Asset Management, Knowledge Base and Social Feed. 11 integrated modules: activate only the ones your business needs.

Every tool you need

Integrated modules that work together. Activate only the ones you need.

CRM with pipeline

Visual sales pipeline, contacts, companies, opportunities and deals. Dashboard with conversion metrics and forecasts.

Help Desk with SLAs

Ticketing with configurable SLAs, Kanban board by status, customisable categories, automatic escalations and knowledge base.

Case Management

For law firms, accountants and consultants: assignments by type, deadline tracker, client records and structured archiving.

Documents & Collaboration

Collaborative editor with templates and versioning. Notebooks with sections, planner with calendar and sharing with granular permissions.

Security & Privacy

End-to-end encryption, automatic backups, audit logs and GDPR compliance. Granular roles and permissions for every team.

Reports & Analytics

Dashboard with customisable KPIs and automated reports on productivity, SLAs, pipeline and cases. Export to PDF and CSV.

Suppliers

Supplier directory with contracts, deadlines, order history and performance evaluation. Renewal alerts.

Asset Management

Hardware, software and licence inventory. Assignment tracking, expiry dates, maintenance and depreciation.

Knowledge Base

Articles, guides and FAQs organised by category. Full-text search, versioning and configurable access.

Social Feed

Internal feed for communications, updates and announcements. Posts with mentions, comments and reactions by team.

All connected

Every module communicates with the others. A client in the CRM is linked to tickets, cases, assets, documents and feed.

Ready to simplify your work?

Create your free account and start managing projects, clients, tickets and cases in one workspace.

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