NEWClient portals are here

Run your whole studio from one calm workspace.

Flowdesk puts your pipeline, client projects and invoices in one fast, keyboard-first tool — so nothing slips between the spreadsheet, the inbox and the to-do app.

Start free — no card Take the tour
Free for 3 seatsImport in minutes
Pipeline /New business
BoardListTimeline
LPJTSO
New deal
Owner: Anyone Service Close date Open pipeline $184,600
Lead 4$38k
Harbor Café rebrand
Harbor Café Co.
$12,400BrandJT
Spring campaign site
Kestrel Outdoors
$8,000WebLP
Packaging refresh
Oakline Tea
$9,600PrintSO
Proposal sent 3$71k
E-commerce rebuild
Pebblestack Goods
$32,000WebLP
Annual report design
Vantor Foundation
$14,500PrintJT
Negotiation 2$45k
Product launch video
Lumenfold Audio
$21,000MotionSO
Monthly retainer
Orbitwise Labs
$4,000/moRetainerLP
Won 5$62k
Brand identity
Quarry & Pine
$18,200WonJT
Website + CMS
Hexabloom Florals
$16,800WonSO
Menu & signage
Saffron Street
$6,400WonLP

Studios, agencies and consultancies run their client work on Flowdesk

Orbitwise Quarry&Pine Lumenfold Pebblestack VANTOR Hexabloom
The product

From first email to final invoice, without the tab-juggling.

Every deal, project and invoice is linked. Win a deal and the project, budget and deposit invoice are already waiting for you.

Project timelines your clients can actually read

Plan phases, see who's overloaded and spot slipping deadlines a week early — not the night before.

Keyboard-first

Everything is one ⌘K away. No hunting through menus.

Invoices that chase themselves

Turn tracked time and milestones into invoices in two clicks. Polite reminders go out on schedule.

Rules, not reminders

Simple when-this-then-that automations for the busywork you repeat every week.

A portal for every client

Clients see progress, approve work and pay — without another login to forget.

Switching is easy

Move in on a Monday. Run on it by Friday.

Bring your clients, deals and open projects across in one sitting. Our team will help with the tricky bits, free on every plan.

01 · IMPORT

Bring everything across

Upload a CSV or connect your old tools. Fields map automatically and you check them before anything moves.

CSV / ExcelGoogle SheetsTrello exportCalendar
02 · SHAPE

Make it fit how you work

Pick a template for agencies, studios or consultants — then rename stages, add fields and set your rates.

Pipeline stages5 / 7
03 · RUN

Invite the team

Everyone sees what they own today. Clients get a portal link. The Monday status meeting gets a lot shorter.

✓ Roles & permissions✓ Client portal✓ Mobile apps
Customers

Teams that switched don't go back.

“We used to run the studio on four tools and a prayer. Now the pipeline, the projects and the invoices all live in one place — and our Monday meeting is fifteen minutes instead of an hour.”
LP
Lena P.Founder, Northlight Studio
Northlight
“The client portal alone saved us dozens of ‘any update?’ emails a week.”
JT
Jonah T.Ops lead, Kestrel Creative
“Imported three years of clients in an afternoon. Nobody on the team needed training.”
SO
Sade O.Partner, Oakline Consulting
Pricing

Simple pricing. Start free.

Starter
$0forever

For freelancers and tiny teams getting organised.

Start free
  • Up to 3 seats
  • 1 pipeline, 10 active projects
  • Invoices & time tracking
  • iOS & Android apps
Studio Most popular
$12per seat / month

For growing teams who run everything in one place.

Start 14-day trial
  • Unlimited pipelines & projects
  • Client portals with approvals
  • Automations & templates
  • Online payments & reminders
  • Everything in Starter
Agency
$24per seat / month

For multi-team agencies that need control and reporting.

Talk to us
  • Profitability & capacity reports
  • Custom roles & permissions
  • White-label client portal
  • SSO & priority support
  • Everything in Studio
FAQ

Good questions.

Can't find what you need? Our support team replies within a few hours, every weekday.

Is Flowdesk a CRM or a project tool?

Both, joined up. Deals live in your pipeline; when one is won it becomes a project with tasks, budget and invoices — so you never re-type client details.

Can I import from spreadsheets or other tools?

Yes. Import CSV or Excel files, Google Sheets and common board exports. You preview the field mapping before anything is created.

Do my clients need an account?

No. Clients open a secure portal link to see progress, approve work and pay invoices. You control exactly what they see.

What happens when my trial ends?

You can pick a plan or drop to Starter for free. Nothing is deleted, and you can export all your data at any time.

Is my data secure?

Data is encrypted in transit and at rest, backed up daily, and you can enable two-factor sign-in for the whole team.

Get started

Give your team one place to run the work.

Free for up to 3 seats. Set up in an afternoon. Cancel anytime.

Start free — no card Book a 20-min demo
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