Does the CRM cost extra?

No. Flowboard sells one plan at $39 USD per team member per month with every feature in it, CRM included. There is nothing to bolt on.

Can I import contacts from HubSpot or Pipedrive?

Yes. CSV import supports contacts and deals from any CRM, including HubSpot and Pipedrive.

How does deal-to-project conversion work?

When a deal is marked as won, click 'Convert to Project.' Flowboard creates a new project with the client, budget, and team pre-populated from the deal.

Can I customize pipeline stages?

Yes. Create custom stages, rename them, reorder them, and set stage-specific fields. Your pipeline, your workflow.

Is there contact-level activity tracking?

Yes. Every deal, project, invoice, and interaction is linked to the contact record. See the full history in one place.

CRM

Win the deal. Start the project. Same platform.

Track leads, manage pipeline stages, and convert won deals into projects, without switching to HubSpot, Pipedrive, or a spreadsheet.

Start your 14-day trial See it in action

14 days on the full product. Card required to start.

Flowboard CRM pipeline board showing deals in kanban columns from lead to won

6,357 agency reviews of Asana, ClickUp, Jira, Monday.com, Notion, and Trello. Where we quote one, it is verbatim, typos included, as reviewed on Software Advice.

Your CRM doesn't know what happens after the deal closes.

You track leads in HubSpot. When they sign, you manually recreate everything in your PM tool: client name, project details, team assignments. Then you track invoicing in a third tool.

Three tools. Three logins. Three places where client data lives. And when the client calls to ask about their project status, you check all three before answering.

There's a better way.

The Old Way

CRM disconnected from projects: Win a deal in HubSpot, then manually recreate it in your PM tool.
Three logins for one client: CRM for the pipeline, PM for the work, invoicing for the money.
No deal-to-project flow: Copy-paste client details from the CRM into the project tool.
Pipeline lives in a spreadsheet: Or worse, in someone's head.
Enterprise CRM pricing: Pay $50/user/mo for HubSpot features you'll never use.

The Flowboard Way

CRM + PM in one platform: Track the deal. Win the deal. Start the project. Same login.
One client record: Contact info, deal history, projects, and invoices, all in one place.
One-click deal-to-project: Convert a won deal into a project. Client, budget, and team carry over.
Visual pipeline board: Drag deals through stages. See your pipeline value at a glance.
Included, never upsold: No separate CRM subscription. No per-contact pricing.

See every deal. Know every stage.

Drag deals through your pipeline. See total pipeline value, weighted revenue, and win rates at a glance. No spreadsheet, no guessing: a visual board that updates in real time.

Flowboard CRM pipeline board showing deal stages with cards and pipeline totals

Win the deal. Start the project. One click.

When a deal is won, convert it to a project instantly. Client details, budget, and team assignments carry over: no copy-pasting between tools, no manual data entry.

Stage

Deal Won

Acme Corp: $12,000

Action

Convert

One click

Result

Project Created

Ready to kick off

Frequently asked questions

Works great with

Project Management

Every project. One place. Zero chaos.

Invoicing

Turn tracked hours into invoices. One click.

Profitability

Know your margins before the project ships.

Stop copy-pasting client details between three tools.

Track deals, start projects, send invoices from one platform, on one client record. Start your 14-day trial.

Start your 14-day trial See pricing