01 / ONE CONNECTED WORKSPACE
Follow the client lifecycle
Start with the work that crosses several people and systems. A promising conversation becomes a qualified opportunity, an agreed scope, a staffed project and eventually an invoice. Information is often lost at those handoffs: why a fee was agreed, which assumptions matter, what the client approved and whether the delivery cost still fits. Flowboard is designed to keep that context close to the project instead of requiring a separate spreadsheet for every question.
02 / ONE CONNECTED WORKSPACE
Choose the workflow you need to improve first
Win and define the work
Connect CRM records, proposals, forms and scheduling to the context the delivery team needs when an opportunity becomes a project.
Explore this workflow ↗Deliver with a clear owner
Use projects, tasks, docs, messaging and proofing to make responsibilities, decisions and review cycles easier to follow.
Explore this workflow ↗See the business effect
Bring tracked time, billing setup, delivery cost and capacity into the review, so progress and profitability can be considered together.
Explore this workflow ↗03 / ONE CONNECTED WORKSPACE
Evaluate the whole handoff, not a screenshot
A useful trial follows one real piece of work through several stages. Create a project, configure its billing approach, assign tasks, record time and review the financial view with the appropriate role. Then invite a test client and verify the exact content they can access. This reveals whether the workflow fits your agency far more clearly than clicking through an empty workspace or counting features in isolation.
04 / ONE CONNECTED WORKSPACE
Keep specialist systems where they are needed
Flowboard does not replace every business application. Full bookkeeping, specialist SEO research, social publishing and other domain tools may remain part of the agency stack. Native mobile applications and a Gantt view are not currently part of the offer. The individual guides describe narrower boundaries as well, including supported proofing formats, reporting behavior and automation inputs. Make the evaluation against your actual required workflow.
05 / ONE CONNECTED WORKSPACE
Build adoption around one repeatable pattern
Choose a recurring project type, define the required fields and establish a review rhythm before moving the entire agency. A small team can agree what a complete task looks like, when time is recorded and which client-facing updates are expected. Once that pattern works, apply it to the next project. Consolidation is valuable when it reduces unclear handoffs, not merely when it reduces the number of browser tabs.
THE PRACTICAL DETAILS
Questions, answered.
Does one plan include these features?
The current offer includes all product features at $39 per team member monthly or $390 per member yearly. Client users are free and unlimited.
Where can I see the setup steps?
The documentation guides cover project setup, time and billing, client access, imports and automations. Feature pages explain the workflow and link to related guides.
Can I test with real work?
Yes. Use a suitable project during the 14-day card-required trial and verify access settings before inviting a client.