For 5 to 25 person digital agencies
Agency OS from the Future
Run projects, track time, manage clients, plan capacity, generate invoices, and see live profitability from one connected workspace.
Your team gets one place to work. Your clients get a clean portal of their own.
$39 USD per team member per month. Every feature included. Unlimited client users.
Replaces
Agency work has outgrown the tools that run it.
Somewhere between the project board, the timer, and the invoice, the margin disappears.
Tool sprawl
Projects in one app, hours in another, invoices in a third. Every switch drops something.
The admin tax
The tool that promised to save time needs an owner. Someone on your team just grew a second job.
Margin blindness
The work ships, then you find out what it cost. The number existed all along; no screen showed it.
What Flowboard replaces
Replace the patchwork behind your agency.
Every area below is built in and already connected: the same clients, hours, and invoices flow through all of it. The only outside service is Stripe, which takes the payment.
Project Management
Replaces ClickUp, Monday.com, Asana, Basecamp
Boards, lists, and calendars over one task model. Subtasks, dependencies, and deadlines without the setup project.
Time Tracking
Replaces Harvest, Toggl, Clockify
One click starts the timer, right on the task. Those hours become invoice lines without being retyped.
CRM
Replaces HubSpot, Pipedrive, spreadsheets
Contacts, companies, and a drag-drop pipeline. One click turns a won deal into the delivery project.
Invoicing
Replaces manual invoicing across FreshBooks, QuickBooks, Xero, and spreadsheets
Invoices built from the hours already tracked, sent and paid through Stripe. Nothing gets retyped, nothing gets missed.
Client Portal
Replaces Notion pages, shared Drive folders, guest seats
Clients get their own login and see exactly what you chose to share. Client users are free and unlimited.
Resource Planning
Replaces Float, Forecast, spreadsheets
See who has room and who is overbooked, this week and next. The per-project detail sits behind every number.
Forms
Replaces Typeform, Google Forms, JotForm
Public intake forms with conditional logic, no login needed. A submission can trigger an automation.
Docs and Proposals
Replaces Google Docs, PandaDoc, Proposify
Docs with version history, and proposals with e-signature. You see when a proposal was viewed, not just sent.
Projects
Open Monday to what needs you.
Same project set, three lenses. Triage sorts by cost of inaction, Ledger shows what each one earns, Grid is the board your team already knows.
Most project lists sort by name or date, so the one quietly losing money looks identical to the one that is fine. Triage puts it first: over budget, below zero margin, or stalled past its date, each with the reason written out as a sentence you can act on.
Switching lens does not switch tools. It is the same eight projects, the same hours, the same numbers, arranged for a different question.
What needs you now
Profitability
See the overrun before the project ends.
Every hour your team logs rolls up into live profit per client, per project, and across the whole workspace.
The overrun you used to discover at invoice time shows up in week two, while there is still time to fix it. No spreadsheet, no waiting for the books to close: the margin is already on screen, computed from the hours your team logs anyway.
Cost rates stay with Owners and Admins. Teammates and clients never see what anyone costs.
Client Portal
Two realities of one project.
You see cost rates and internal comments. Your client sees exactly what you chose to share.
Clients get their own login, by magic link or password, scoped to the tasks, comments, and files you made visible. Preview as Client shows you their exact view before you send it, so nothing slips through that shouldn't.
Client users are free and unlimited. Inviting a client never changes your bill.
Time Tracking
Time tracking that happens where the work happens.
One click starts the timer, right on the task: the Kanban card, the List row, or the detail panel.
By Friday the timesheet is already done, and those same hours become invoice lines without being retyped. No second app, no reconstructing a retainer from memory at month end.
Filter entries by billable, project, or date range, and edit them in bulk when reality needs a correction.
Invoicing
From logged hours to paid invoice.
Line items generated from tracked time, grouped by team member or by task, sent and paid through Stripe.
No exporting hours, no rebuilding them in a third tool, no checking the math twice. Generating an invoice locks its time entries, so the same hour can never be billed to a client twice.
Your client sees and pays the invoice in the same portal where they check status. Work to payment, one place.
Research proof
Built around the reasons agencies leave general-purpose tools.
We analyzed 6,357 agency reviews of Asana, ClickUp, Jira, Monday.com, Notion and Trello.
The same problems kept appearing:
- Too much setup and administration
- Missing connections between time, billing and delivery
- Information spread across multiple tools
- Guest-seat pricing that punishes client collaboration
- Profitability discovered after the project ends
Flowboard was designed around those failure points, specifically for small digital agencies.
Read the agency software research"We paled for Monday for a year but most of the team stopped using it after the 4th mint because it was imposible to find the information. Monday should either have templates for marketing agencies or do not promote for this type of companies."
"[...] Worst of all is the peruser price tag for even incidental users who don't need to log in, but just need to be managed. That alone makes it infeasible for resource planning."
Every quote verbatim, typos included, as reviewed on Software Advice.
Who it is for
Built for agencies that need an operating system, not another implementation project.
Flowboard is a strong fit when:
- 5 to 25 team members
- Multiple client projects or retainers
- Time-based delivery or capacity planning
- A current stack spread across project management, spreadsheets and invoicing tools
Flowboard may not fit your agency when you require:
- Gantt or timeline view
- Native mobile application
- Full bookkeeping and accounting
- Large integrations marketplace
We would rather make that clear before you migrate.
Pricing
One plan. Every feature included.
Unlimited client users. No feature tiers. Your starting rate is locked.
$390 per team member annually. Prices in USD.
The trial
14 days on the full product. Card required at signup, cancel any time before day 15.
Everything included
- Unlimited projects, tasks, and subtasks
- Time tracking on every task
- Real-time profitability and margins
- Invoicing generated from tracked hours
- CRM and pipeline
- Client portal with unlimited free client users
- Forms, scheduling, and messaging
- Automations and project templates
- Reports, dashboards, and resource planning
- Docs and proposals
- Self-serve import from ClickUp, Asana, Trello, or CSV
Know by Friday whether Flowboard fits your agency.
Import one active client project, track this week's hours, and check its margin on Friday.
Need Gantt charts, a native mobile app, or a large integrations marketplace? Flowboard may not be the right fit yet.