SAME WORKSPACE. SMALLER YEARLY BILL.

Keep $78.
Every year.

For every team member, when you pay yearly. Every feature is still included.

12 monthly payments$468
One annual payment$390

That's $32.50 per member / month, billed yearly in USD.

See your team's annual price

14-day full-product trial. Card required. Cancel before day 15 to avoid billing. Annual savings compare $390/year with 12 payments of $39.

THE COMPLETE SITE

A direct route to every useful page.

Browse the full website by purpose, from product features and agency workflows to comparison guides, free tools, templates and documentation. Every destination below opens a complete page in this site.

The Flowboard feature library

Explore features ↗
Client collaboration

Agency client portal for shared work, files, and invoices

Give agency clients a focused place for visible project work, conversations, documents, files, and invoices while retaining control of internal workspace detail.

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CRM and pipeline

Agency CRM with a practical handoff into project delivery

Keep agency contacts, companies, deals, and sales activity together, then turn a won engagement into a project with the commercial context ready for delivery.

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Documents and knowledge

Agency documents for briefs, decisions, and client context

Keep project briefs, shared knowledge, and client-visible documents near agency work, with reusable templates, version history, and deliberate visibility.

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Forms and intake

Agency intake forms connected to client and project workflows

Build published intake forms with useful field types, conditional questions, file uploads, and configured follow-up for agency requests and client briefs.

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Invoices and payments

Agency invoicing connected to billable project time

Prepare agency invoices from eligible billable time, review client and tax details, and follow invoice status with connected Stripe payment workflows.

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Team communication

Agency messaging connected to project and client context

Keep team conversations, direct messages, threads, and shared files near agency work, with a separate client collaboration experience where appropriate.

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Projects and delivery

Agency project management with budgets and delivery context

Plan agency projects, organize tasks, track delivery, and see the commercial context behind the work with connected time, costs, and client records.

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Project economics

Agency project profitability and direct margin tracking

Connect fees, tracked labor, and direct expenses to project margin. Understand hourly, fixed-fee, and retainer economics before accepting more agency work.

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Creative review

Agency proofing with file versions and image annotations

Organize creative proofs, compare the review context across file versions, place annotations on images, and record approval or requested changes clearly.

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Proposals and acceptance

Agency proposals with client acceptance and invoice handoff

Create agency proposals with structured sections, commercial values, public sharing, signature capture, templates, and a reviewed path into invoicing.

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Reporting and review

Agency reports for time, project margin, invoices, and capacity

Review agency time, billing, profitability, utilization, invoices, and capacity with reusable report configurations and CSV exports grounded in your work data.

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People and capacity

Agency resource planning with weekly capacity and allocations

Plan weekly agency workload by person and project, compare allocated hours with capacity, and investigate overloaded or underused schedules before committing.

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Scheduling and availability

Agency scheduling pages with availability and booking context

Publish agency booking pages, set weekly availability and date overrides, collect useful meeting context, and keep confirmed or cancelled bookings in one record.

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Time tracking

Agency time tracking connected to projects and invoices

Track project time with timers and manual entries, separate billable work, and connect reliable hours to agency invoicing, utilization, and direct project margin.

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Workflow automation

Agency workflow automations with explicit triggers and actions

Build Flowboard workflows from supported events, conditions, delays, and actions. Inspect execution records and automate agency handoffs with clear boundaries.

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Flowboard for your kind of agency

Explore use-cases ↗
For marketing agencies

Agency operations software for marketing teams and retainers

Connect marketing agency intake, campaigns, time, capacity, client collaboration, and direct project margin without confusing delivery reporting with ad results.

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For consulting firms

Consulting firm operations from engagement to invoice

Connect consulting opportunities, proposals, engagement work, billable time, capacity, and invoices while keeping client knowledge and direct economics clear.

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For design studios

Design studio project management and creative review software

Connect design briefs, file versions, image feedback, studio capacity, and fixed-fee economics so creative delivery has a clear scope and review process.

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For PR and communications teams

PR agency operations for launches, approvals, and retainers

Coordinate PR and communications delivery with clear briefs, approval tasks, client documents, capacity planning, and a practical view of retainer effort.

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For SEO agencies

SEO agency operations for audits, content, and client retainers

Connect SEO delivery tasks, technical dependencies, content briefs, client inputs, time, and retainer economics while keeping search data in specialist tools.

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For social and content teams

Social and content agency operations for recurring client work

Manage recurring content briefs, production tasks, image review, client approvals, capacity, and retainer effort while keeping publishing tools in place.

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For video production teams

Video production agency operations, capacity, and project economics

Plan preproduction, shoots, editing, client decisions, and direct production costs in a connected workspace while retaining specialist video review tools.

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For web development agencies

Web development agency operations from scope to handoff

Connect website scope, delivery tasks, dependencies, time, client review, and fixed-fee economics while keeping source control and technical tooling in place.

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Compare Flowboard with your current software

Explore compare ↗

Flowboard vs Asana for agency projects and client work

Bring agency delivery, time, direct margin and billing together in Flowboard. Compare Asana's client and financial offerings and plan a supported project import.

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Flowboard vs Basecamp for agency communication and delivery

Bring project discussions, client records, delivery costs and invoices together in Flowboard. Compare Basecamp workflows and plan the move of active work.

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Flowboard vs ClickUp for agency delivery, time and margin

Switch from a custom ClickUp setup to connected agency delivery. Compare project time, direct margin, client access, billing and practical import options.

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Flowboard vs Jira for software agencies and client delivery

Connect agency client work, project costs and billing in Flowboard. Compare the commercial workflow with Jira and preserve essential engineering history.

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Flowboard vs monday.com for agency delivery and finances

Move from custom monday boards to a connected agency workflow. Compare client handoffs, delivery, capacity, direct margin, billing and CSV migration.

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Flowboard vs Notion for agency operations and project delivery

Replace a custom Notion agency workflow with connected projects, time, direct margin and invoicing. See what moves by CSV and how to preserve your knowledge base.

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Flowboard vs Plutio for connected agency operations

Run project-centered agency delivery in Flowboard. Compare Plutio's client-business tools with connected time, direct margin, client access and billing.

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Flowboard vs Productive for agency finance and resourcing

Run connected client delivery in Flowboard. Compare its direct project margin with Productive's service budgets and forecasts, plus practical migration guidance.

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Flowboard vs Trello for client projects and agency economics

Outgrown Trello boards? Connect agency projects, time, direct costs and invoices in Flowboard, with practical guidance for importing active boards.

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Agency software alternatives

Explore alternatives ↗

5 Asana alternatives for client-facing agency teams

Compare five Asana alternatives for client-facing agencies. Explore delivery, financial planning, adaptable workspaces and communication with clear tradeoffs.

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5 ClickUp alternatives for agencies, compared by workflow

Explore five ClickUp alternatives for agency delivery, finance, flexible work and client communication. Choose a shortlist with practical tradeoffs and tests.

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5 monday.com alternatives for agency operations

Explore five monday.com alternatives for agency operations. Compare connected delivery, portfolio planning, custom work, visual boards and service budgeting.

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Basecamp alternatives for agency work | Flowboard

Compare Basecamp alternatives for commercial delivery, client workflows and structured planning. Find the right next step without losing useful simplicity.

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Jira alternatives for client delivery teams | Flowboard

Compare Jira alternatives for agency operations, coordinated projects and lighter delivery. Preserve engineering workflows while testing commercial needs.

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Notion alternatives for agency operations | Flowboard

Explore Notion alternatives for agency delivery, project finances and client work. Compare five paths without treating your knowledge base as disposable.

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Plutio alternatives for agencies | Flowboard

Compare Plutio alternatives for agency finances, client operations and team delivery. Evaluate five options with clear tradeoffs and migration guidance.

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Productive alternatives for agencies | Flowboard

Compare Productive alternatives by financial depth, client operations and delivery needs. Understand revenue assumptions before choosing an agency platform.

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Trello alternatives for agencies | Flowboard

Compare Trello alternatives for client delivery, budgets, knowledge and software work. Choose by the workflow you need, with practical migration checks.

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Free agency calculators and tools

Explore tools ↗
FREE AGENCY TOOL

Agency break-even calculator

Estimate the billable hours and revenue needed to cover agency fixed costs. Compare the requirement with available capacity and export your break-even model.

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FREE AGENCY TOOL

Billable utilization calculator

Calculate billable utilization, compare it with your planning target and see the hour gap. Review capacity assumptions and export results without an account.

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FREE INVOICE TOOL

Free invoice generator

Create an invoice with client details, editable line items, tax and totals. Download HTML or CSV, or print to PDF. No signup, storage or sending.

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FREE AGENCY TOOL

Hourly rate calculator

Estimate the hourly rate needed to support income and overhead using realistic working weeks and billable capacity. Explore assumptions and download a CSV.

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FREE AGENCY TOOL

Project price calculator

Calculate a project fee from delivery hours, costs and a target margin. Understand margin versus markup, review a worked example and export the estimate.

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FREE AGENCY TOOL

Project profit calculator

Calculate direct project profit and margin from fees, delivery hours, hourly cost and expenses. Compare scenarios and download the result as CSV without signup.

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FREE AGENCY TOOL

Retainer capacity calculator

Calculate the delivery hours a monthly retainer can support after direct expenses and a target margin. Test staffing assumptions and download your results.

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FREE AGENCY TOOL

Scope creep cost calculator

Calculate the cost of unpriced extra work and its effect on project profit. Estimate a margin-preserving fee increase and download the scenario as CSV.

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Free agency workflow templates

Explore templates ↗
Free agency template

A client onboarding checklist with clear ownership

Download an editable client onboarding checklist to verify agreements, access, assets, owners and the first milestone before treating a project as ready.

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Free agency template

A project brief your delivery team can use

Download an editable project brief that connects the client outcome to deliverables, acceptance, owners and assumptions before the delivery team starts work.

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Free agency template

A project budget that separates price from cost

Download an editable project budget worksheet to record fees, planned labour, direct expenses and assumptions, then compare the plan with delivery effort.

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Free agency template

A project handoff that leaves a usable record

Download an editable project handoff checklist for final files, access, operational notes, open items and acceptance, with a clear boundary for ongoing support.

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Free agency template

A retainer review that connects the fee to the work

Download an editable retainer review to connect delivered work, effort, recurring demand and the next period plan with a clear renewal or scope decision.

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Free agency template

A scope-change request that makes the tradeoff clear

Download an editable scope change request to describe new work, estimate its impact, present options and record the client decision before delivery begins.

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Free agency template

A weekly client update built around decisions

Download an editable weekly client update that records progress, decisions, dependencies and the next delivery window without turning into a task-by-task log.

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Free agency template

An agency proposal outline that sets up delivery

Download an editable agency proposal outline with scope, commercial choices, responsibilities and approval prompts, plus guidance for making each section useful.

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Flowboard documentation

Explore docs ↗
Automation reference

Automation field paths

Read the exact fields available to Flowboard automation conditions, including trigger types, dynamic form and webhook paths, examples and current limitations.

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Flowboard documentation

Build an automation you can verify

Build and test Flowboard automations with supported triggers, conditions and actions. Check missing fields, real outcomes and the limits of each workflow.

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Flowboard documentation

Connect tracked time to project billing

Connect recorded effort to Flowboard project costs and invoices. Understand cost rates, billable entries, invoice locks and the separate status of payments.

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CONNECT YOUR WORKFLOW

Flowboard API and webhooks guide: setup, events and access

Plan a Flowboard integration with webhook setup, event coverage, signature verification and delivery checks. Get help with custom API access.

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Flowboard documentation

Import a project without losing the context

Move projects into Flowboard with ClickUp, Asana, Trello or CSV imports. Review field mappings, skipped records, rollback and what the import does not carry.

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Access guide

Manage workspace roles and client access

Assign Flowboard workspace roles, control who sees financial data, scope client portal access, review the audit log and understand the personal data export.

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Capacity guide

Plan weekly capacity and compare it with actual time

Set weekly capacity rules, allocate hours by person and project in Flowboard, and compare planned allocation with logged time without mixing up the two measures.

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Operating routine

Run a 45-minute weekly agency operating review

A weekly Flowboard routine for agency leads: planned versus actual capacity, project margin, unbilled time, open scope changes and client updates in 45 minutes.

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CRM guide

Run a CRM pipeline that hands off to delivery

Set up companies, contacts and deals in Flowboard, read pipeline and weighted values correctly, and convert a won deal into a project that is ready to plan.

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Proofing guide

Run creative proofing and approval rounds

Upload proof versions, pin image feedback, review PDFs and record approval decisions in Flowboard, and see what client portal users can and cannot do in a review.

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Reports guide

Run reports, export CSV files and schedule delivery

Choose the right Flowboard report, export CSV files, save report definitions and schedule email delivery with the date and visibility rules that apply.

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Proposals guide

Send proposals and collect client signatures

Build and send a Flowboard proposal, track views, collect a drawn or typed signature by link, then turn accepted pricing into a draft invoice to review.

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Flowboard documentation

Set up a client portal with a clear next step

Prepare client access in Flowboard, check shared work and files, and create a clear path for feedback and approval while keeping internal context private.

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Flowboard documentation

Set up a project people can actually use

Set up a Flowboard project with a clear brief, reviewable tasks, accountable owners and commercial assumptions that stay connected to the delivery plan.

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Forms and scheduling guide

Set up intake forms and booking pages

Build intake forms with conditional fields, route submissions into follow-up with automations, and publish booking pages with availability rules and Google Calendar.

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Flowboard documentation

Your first working week in Flowboard

Run a focused Flowboard pilot with one client project: set up the brief, record effort, check client access and review billing before moving more work.

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Agency operations guides from Flowboard

Explore blog ↗

Company, pricing and trust

01 / THE COMPLETE SITE

Explore the product

The feature library explains individual capabilities, while use cases connect them into agency-specific workflows. Pricing covers the plan, paid team seats and free client access. Migration and documentation help turn an evaluation into a working setup. If you are new to Flowboard, start with the homepage and one representative use case before opening every feature guide.

02 / THE COMPLETE SITE

Evaluate the alternatives

Comparison pages focus on Flowboard and one named product. Alternatives guides consider a wider shortlist and explain reasons to keep an existing platform. Both paths include practical evaluation criteria. Use them alongside a trial of your actual workflow, especially when a requirement depends on a particular vendor plan or configuration.

03 / THE COMPLETE SITE

Use a resource without an account

The tools library contains seven calculators and an invoice generator. The templates library offers eight editable source files with instructions and examples. Articles explain the methods behind common agency decisions, while documentation covers the product itself. These resources link to each other so a question can lead directly to a useful calculation, document or setup step.

04 / THE COMPLETE SITE

Find company and trust information

The company pages explain the product’s focus, contact routes, security approach and the boundaries of its status information. The legal pages preserve the current published terms, privacy policy and acceptable-use policy. Review those documents when evaluating the service and use the contact page for a question that needs a response from the team.

05 / THE COMPLETE SITE

Search when you know the topic

Use the search button in the header to find pages by title, description and section content. Queries such as client portal, project margin or import can locate related material across different libraries. The searchable index contains the website content only; it does not search a Flowboard account or expose private project information. The XML sitemap is also available for structured route discovery.

THE PRACTICAL DETAILS

Questions, answered.

Does this include all the planned pages?

Yes. This build’s frozen scope contains 91 marketing and resource pages, all listed in its XML sitemap and checked during the build.

Where is the machine-readable sitemap?

It is available at /sitemap.xml. The human-readable page groups destinations by purpose.

Does site search access my project data?

No. It searches only the public website content bundled with this build.

Start with one real project.

Good work.
Healthy margins.

Try Flowboard for 14 days ↗Card required. Every feature included.

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