Put agency delivery at the center of your workspace.

Flowboard makes the client project the center of daily agency work. Keep the deal, proposal, delivery tasks and recorded effort close to the people responsible for them. Use the same engagement for direct-margin review and invoice preparation, with selected client updates available through the portal.

Plutio offers projects, document builders, time, invoices, forms, scheduling and customizable client experiences, with resource allocation and margin visibility in its agency offering. Choose Flowboard for the daily project workflow: assign the people, record the delivery effort and follow its direct costs through to the next invoice. Keep the commercial details beside the work your team updates.

Choose a client relationship with a clear scope, a proposal, delivery work and a payment milestone. The same person or team should follow it through each product. Notice when information is reused, when it is re-entered and when a status change requires someone to reconcile another record.

Flowboard's scope includes CRM handoff, public proposal signatures and invoice conversion. Plutio advertises proposals, contracts and connected automations. Demonstrate these as actual sequences. A proposal builder and a project board are valuable, but the buying question is how the handoff works when the client asks for an exception or an additional service.

A studio sells a website project with an agreed fee, takes a payment milestone and begins design. The client later adds a booking flow. Delivery needs a revised task plan, the account manager needs an approval record and the owner needs to understand the cost implications.

Sample workflow: create the initial agreement, record the new booking-flow request and update the delivery plan. Keep the client's scope decision with the project, then record the extra effort. If the fee stays fixed while labor increases, direct margin falls under the same cost assumptions. The account owner can use that cost view when discussing the additional work with the client.

Flowboard's direct-margin calculation uses billable time and rates for hourly projects, or the configured budget for fixed-fee and retainer work. Logged labour and non-pass-through expenses form direct costs. That is a defined operational measure, not a complete accounting system or automatic recognition of all future work.

Plutio also provides project and client margin visibility. Flowboard makes its direct-margin basis explicit: project revenue, logged labor and non-pass-through direct expenses. Use that view to explain the cost of extra work against the fee, keeping accounting recognition and cash collection in their own financial context.

Give your client selected updates, files and feedback in Flowboard's portal. Use name, logo and accent branding to make the space recognizable, and keep internal discussions and cost rates inside the team workspace. The account manager can direct the client to the current work while the delivery team and owner retain the context they need.

Before moving an engagement, list the client-facing forms, scheduling steps and signed documents it uses. Preserve the originals and map each ongoing step to its place in the new workflow. Plutio's white-label options and document customization have their own plan scope; Flowboard's portal branding covers its name, logo and accent. Keep any additional customization requirement explicit during setup.

Flowboard connects project delivery and direct economics so the manager and owner can work from the same engagement. The team maintains tasks and time, while client and proposal records provide the commercial context. Weekly allocations help plan commitments before that work is logged and billed.

Client access keeps selected updates and files available without sharing internal costs. Internal image proofing uses pins; PDFs can be viewed and other media may need downloading. Flowboard has no native Gantt view or native mobile app, so keep specialist review or delivery tools where the team depends on them.

Use the Flowboard portal for selected project updates, files and feedback. Keep internal discussion and cost rates in the team workspace, with separate client identities controlling access. Name, logo and accent branding make the client space recognizable without adding paid team seats for client users.

Make the next decision clear when a deliverable changes: which file is current, what response is needed and who owns the next step. Keep that context attached to the engagement. The client-facing view and the team's internal work serve different needs within the same project workflow.

Plutio supports contact CSV export. Keep the client records together with the agreements, invoices, projects and files that explain ongoing engagements. Export each required record type through its available route, and retain the original documents before moving active work.

Flowboard has no dedicated Plutio API importer in its current migration paths. Prepare supported records for generic CSV import and inspect a small batch. Historical comments, time entries and custom fields do not become a complete Plutio replica. Keep signed documents and accounting evidence accessible separately, and reconcile the opening position before changing a live engagement.

Start your Flowboard trial with the next active engagement. Assign the work, set the project value and cost rates, and record the next time entry. Bring the client into the selected project view once you have checked access. The team can then carry the project through its next delivery update, direct-cost review and invoice milestone in Flowboard.