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For your team

  • Marketing teamsCampaigns from brief to launch
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For your role

  • Project managersAction stories instead of chasing the team
  • Freelancers and consultantsFrom brief to contract and settlement

For your workflow

  • Meeting to actionMeeting decisions as trackable work
  • Actions with financial contextCosts next to the work that caused them
  • Actions with contract contextEvery commitment as trackable work
  • Brief to project deliveryEvery project step, one complete action
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Flowra/Solutions/Sales and services teams
For sales and services teams

From client meeting to contract and payment follow-up, on one flow

The opportunity moves through the pipeline, the client meeting happens, follow-ups become actions (tasks), the contract gets signed in Folio, and payment is tracked with financial context.

Start with Flowra

Who is this page for? A small B2B sales or services team that moves clients along with meetings, proposals, and contracts; follow-up is its bread and butter.

Familiar pains

Scattered

Post-meeting follow-ups stay in notebooks and heads.

One job, four places

In conversationIn an emailIn a spreadsheetOn somebody's desktop
Buried

Nobody knows where each opportunity actually stands.

Hunting for the latest version240 messages

Out of date

After signing, payment follow-up has no owner.

The figure you have

42%Last updated: last week

Before and after Flowra

The old way

The day after the meeting

half the promises are forgotten.

The contract is in email; the signed copy is at the printer.

We chase payment only once it's already late.

Flowra

With Flowra

Tue18

Every meeting promise becomes a follow-up action with a due date, that same day.

NovemberMTWTFSS1234567Campaign brief15:00 · Content teamBanner handoff16:20 · Design team

The contract gets a two-party signature in Folio via guest link.

This monthClosedActionsExpenseReport

A payment due date creates its own follow-up action.

A real action from your kind of work

actions

Send the proposal and follow up on the reply

opportunitiesIn negotiation
MeetingProduct demo
AssigneeSales rep
Follow-up due dateThree days later
ContractDraft in Folio
PaymentAdvance payment after signing

Every change to this action is recorded in its story.

Build this in Flowra

The workflow, step by step

  1. 1

    Log the opportunity in the pipeline

  2. 2

    Client meeting with recording and transcript

  3. 3

    Follow-up action with a due date

  4. 4

    Contract and two-party signature in Folio

  5. 5

    Delivery tracked as an action

  6. 6

    Payment follow-up with financial context

The feature and its benefit

Opportunities pipeline

One glance tells you where every client stands.

My network

People and their expertise, in a searchable contact book.

Automatic action from due dates

Payment follow-up comes and finds you.

Folio

From draft to two-party signature, no printing or scanning.

Why does Flowra work for this kind of work?

  • Your sales cycle runs on meetings and contracts; Flowra connects exactly those two to actions.
  • Flowra isn't a full CRM and doesn't claim to be; it has an opportunity pipeline, a contact book, and action-based follow-up.
  • If your clients live in a spreadsheet today, My Network has contact import.

Your questions

Will Flowra replace our CRM?

If you want a heavy CRM with automation, no. If you want a simple pipeline, meetings, follow-ups, and contracts in one place, yes.

Does it do email marketing or campaigns?

No. Flowra focuses on execution and follow-up; there's no bulk email.

Can clients sign the contract without a Flowra account?

Yes; the Folio guest link opens only the other party's fields for filling in and signing.

How does payment follow-up work?

When an expected payment comes due, it creates a follow-up action on its own; and it never duplicates.

Can several people move one opportunity forward?

The opportunity is visible in the team space and its actions can be assigned to different people; it has comments and history too.

Related solutions

Freelancers and consultants

From brief to contract and settlement

Actions with contract context

Every commitment as trackable work

Meeting to action

Meeting decisions as trackable work

Your action files conversations all move together.

Everything attached to a piece of work stays right beside it.

Start with Flowra

Related pages

  • DocumentationCollaboration opportunitiesA funnel that follows an introduction all the way to a collaboration: each opportunity is someone from My Network sitting under a project, with a stage, notes, a follow-up owner and a history, and every project side by side in one pipeline.
  • DocumentationMy Network: people, follow-ups and relationshipsThe people you know, with their skills, where the relationship stands and what to follow up. Follow-ups are real actions and show on your calendar too.
  • DocumentationWorking hours, leave and booking pageSay when you're available, when you're not, and what rules your meetings follow; then have a booking page where people outside Flowra can set up meetings with you in those same hours themselves.
  • DocumentationContracts, milestones and receivablesA contract sits on the project itself: the company is the other party, milestones split the amount into instalments and every receipt is a real transaction in your accounts. This chain tells you how much of a job has actually been collected.
  • PagePricingStart free and pay only for people: the plan belongs to your account, every workspace you own is on it, and extra seats are billed per person.
  • PageFrequently asked questionsEverything people ask about Flowra, in one place: actions and projects, teams and access, files and connectors, meetings and chat, finance, Folio, security and pricing.
  • Release0.16.0 · Calendar, network and AIRecurring schedules and booking pages, My network as a CRM, a new transaction form, and connecting your own AI to Flowra.
Flowra

Flowra is an all-in-one workspace for managing tasks, projects, finances, meetings, and teamwork, powered by AI to keep everything organized in one place.

Solutions for teams

  • Marketing teams
  • Product and dev teams
  • Design and content teams
  • Operations teams
  • Sales and services teams
  • Remote teams

Roles and flows

  • Project managers
  • Freelancers and consultants
  • Meeting to action
  • Actions with financial context
  • Actions with contract context
  • Brief to project delivery

With Flowra

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Version 0.16.0