For Agencies
Run every client relationship without losing track of any of them
One pipeline for new-business prospects, one system for proposals and quotes, and an AI agent that triages inbound inquiries before they hit your inbox.
The problem
What actually slows down agencies
New-business leads arrive across too many channels
A form fill here, a referral email there, a DM somewhere else — without one place tracking all of it, prospects get missed or double-contacted.
Proposals take longer to send than they should
Scope, pricing, and terms get rebuilt from scratch for every prospect instead of sent as a structured quote the client can review and sign off on.
Client status lives in someone's head
Which prospects are warm, who's waiting on a follow-up, what stage each deal is at — often known only by whoever's been handling that relationship personally.
How Flow helps
Built to fit how agencies actually work
One pipeline for every prospect
New-business leads move through the same tracked stages regardless of which channel they came in on, with days-in-stage visible on every card.
Quotes that double as proposals
Build a line-itemed quote with scope and terms, send it, and the client can accept directly from their inbox.
Forms that route straight into the pipeline
A contact-us or intake form on your site creates a contact — and a deal, if you want one — the moment it's submitted.
An AI agent for first-line triage
Web chat and SMS can answer initial questions and capture the details you need before a lead ever reaches a team member.
FAQ
Questions from agencies
Yes — the pipeline is a Kanban board with every active prospect visible by stage, not a list you have to filter to make sense of.
Yes — quotes support multiple line items with individual pricing, plus a global discount and tax if needed.
No — it covers the sales/relationship side (pipeline, quotes, follow-up), not delivery/project management, which most agencies keep as a separate tool.
Give your mission the systems to scale.
Pick a plan and get set up yourself, or tell us about your business and we'll walk you through it — either way, contacts imported, pipeline configured, ready to run in days, not months.