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.
Free forever. No credit card.
Built with input from agency owners who burned through Monday, ClickUp, and Basecamp before this.
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.
Agency teams spend 4+ hours per week switching between CRM, project management, and invoicing tools.
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 in Pro — 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.
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
“We were paying $800/month for HubSpot and only using the pipeline board and contact list. Now our CRM lives where our projects live. Should have switched years ago.”
Managing director
18-person marketing agency
Frequently asked questions
Stop copy-pasting client details between three tools.
Track deals, start projects, send invoices — one platform, one client record. Free to try.