01 / BRING YOUR AGENCY WORK TOGETHER
Make the work and its commercial details easier to follow
Your team updates the board. Someone else reconciles the hours, fee and invoice. Flowboard connects those records around the client project, so account managers can follow the engagement and owners can review its direct margin. Choose your current platform below to see how that changes the daily routine, from a won deal through delivery and billing.
02 / BRING YOUR AGENCY WORK TOGETHER
Follow the hours all the way to the invoice
A timer tells you how long the work took. The useful next steps are understanding its direct cost and preparing the bill. In Flowboard, task time contributes to project economics and eligible entries feed invoice generation. Weekly allocations help you plan the next commitment, while clients get access to selected updates and files. The comparisons show how those steps fit together and where another tool or configuration is involved.
03 / BRING YOUR AGENCY WORK TOGETHER
Bring a client project into your trial
Choose one representative project
Use a normal project with a real billing model, multiple contributors and at least one client review.
Test a complete handoff
Move from scope to task ownership, time recording, approval and financial review. Count the manual steps and clarify who performs them.
Add an exception
Introduce a changed requirement, late feedback or a cost overrun. See whether the system keeps the relevant context visible.
Plan the rest of the move
Save historical records, map the supported imports and show the team where work now belongs. Keep specialist tools for the work they still need to do.
04 / BRING YOUR AGENCY WORK TOGETHER
Know what comes with the plan
Flowboard includes every feature in one plan, with paid team members and free client users. Each comparison links to official product and plan details so you can price the complete workflow you use today. Compare the seats, add-ons and connected tools your team needs with the Flowboard team total. Feature availability and plans can change; check current terms before purchasing.
05 / BRING YOUR AGENCY WORK TOGETHER
Find the guide for your next step
Choose a direct comparison to explore the move from a named platform to Flowboard. Use the alternatives library if you are considering several products. Then open the migration guide for supported records, import paths and the history to keep accessible. You can start with an active project and expand the move once the team has its new routine in place.
THE PRACTICAL DETAILS
Questions, answered.
Why switch to Flowboard?
Choose Flowboard when your agency keeps reconnecting client records, delivery work, time, costs and invoices across tools. Flowboard brings those records around the project, with direct margin and client access included in the same workspace.
Will our existing work transfer?
Flowboard supports ClickUp and Asana API import, Trello file import and generic CSV for selected records. The migration guide explains the mappings and which historical records to preserve separately.
What can we try before moving the team?
Your 14-day trial includes every feature. Bring in a project, record time and costs, prepare an invoice and test the client portal. A card is required. Cancel before day 15 to avoid billing.