For freelancers, agencies & small teams
Run your client work from one place.
FlowDesk brings your clients, projects, tasks, invoices, files and conversations together — with a portal your clients will actually use.
No setup — the demo signs you in as a real team member.
Stop stitching together spreadsheets, chats and invoicing apps.
Client work lives in too many places. FlowDesk is a single, fast workspace where a lead becomes a project, the project becomes tasks, and finished work becomes a paid invoice — with your client kept in the loop the whole way.
Everything in one workspace
The tools you use every day, designed to work together.
Client CRM
Leads, contacts, notes and tags — with every project, invoice and conversation one click away.
Projects & milestones
Budgets, deadlines, teams and a visual timeline your clients can follow and sign off.
Tasks that move
A drag-and-drop board with labels, comments and attachments — fully keyboard accessible.
Invoices & payments
VAT-ready invoices in KSh, PDF export, share links and M-Pesa, bank and card payment records.
Files
Folders, links to clients and projects, and explicit sharing with clients. Nothing leaks by accident.
Messages
Project and client threads, plus internal notes your clients never see.
Calendar
Meetings, milestones, task and invoice due dates in a month, week or agenda view.
Analytics
Revenue, cash collected, delayed projects and team workload — from live data, not guesses.
Workflow
From first call to final payment.
- 01
Win the client
Capture a lead, keep notes and contacts, and move them to active.
- 02
Plan the work
Spin up a project with a budget, team, milestones and tasks.
- 03
Deliver together
Track progress on the board while the client follows along in their portal.
- 04
Get paid
Invoice from the project, share a link or PDF, and record the payment.
Analytics
Know where the money is.
See what you've invoiced versus what you've actually collected, which clients drive revenue, which projects are slipping and who on the team is overloaded.
- Revenue by month and by client
- Outstanding and overdue balances
- Delayed projects, flagged automatically
- Workload by teammate
Client portal
A calm, branded space for your clients.
Clients see their projects, milestones, shared files, invoices and messages — and approve deliverables with one click. They never see your internal notes, other clients or your finances.
Access is enforced in the database with row-level security, not just hidden in the interface.
FlowDesk AI
An assistant that knows your workspace.
Ask about a client before a call, find projects that are slipping, break a brief into tasks, turn messy meeting notes into decisions and action items, or polish an invoice line.
It only reads data the person asking is allowed to see.
Which projects appear to be delayed?
Checked active projects
Two projects need attention:
- Booking Platform (Savannah Safaris) is past its due date at 33% — the second channel-manager integration is blocked.
- Brand Website (Nova Interiors) is in review, 3 days late, with changes requested on the About page.
Secure by design
Clerk authentication, server-side authorization on every action, and Postgres row-level security per workspace and role.
Numbers you can trust
Invoice totals are always recalculated on the server in integer cents. The browser's numbers are never stored.
Fast and accessible
Server-rendered pages, keyboard-friendly drag and drop, real focus management and a dark mode designed on purpose.
See it with real-looking data.
Step into a Nairobi studio's workspace as the owner, a developer or a client — no sign-up needed.