Flow brings your agency's work into one place: clients and deals, projects and requests, time, quotes and invoices, and a portal where your clients review and approve.
1. Create your workspace
When you sign up you choose your agency's name and your portal address (your-agency.flowagenci.com). Then you fill in your legal details, language, currency and brand colour. You get 14 days of Studio for free, no card needed.
Rather look around first? Choose Explore with sample data: we create a separate workspace with sample clients, projects and requests that you can reset or delete whenever you like.
2. Follow the first steps
In the sidebar you'll see First steps, five tasks that tick themselves when you do them:
- Invite your team from Settings › Members.
- Add your first client in Clients.
- Create a project for that client in Projects.
- Invite a client to the portal: open the client, pick a contact and use Give portal access.
- Send your first quote from Documents.
3. Organise the day-to-day
- Requests: each piece of work is a request on a board, with an owner, dates, priority and status. Open it to see its updates, files, time and reviews.
- My work: what's on your plate, grouped by due date.
- Inbox: mentions, client approvals and notices.
- Planning: the team calendar and, on Studio and Agency, each person's capacity.
Press ⌘K (or Ctrl K) to search clients, projects, requests and invoices from any screen.