Flori / Solutions

Who Flori is for

Flori is a CRM with project management for businesses of one to twenty people. Pick the page closest to how you work.

• Freelance CRM and project management for one person

  For freelance designers, developers and writers: every inquiry, project, final payment and repeat client on one record, plus the scope change from the call.

• CRM and project management for solo founders

  For founders building alone: early customers, design partners and the build in one place, with Cursor, Codex or Claude taking tasks and you approving the result.

• CRM and project management for consultants

  For independent consultants and small firms: proposals, engagements, workshop notes, sponsor approvals and the follow-on work from your readout on one record.

• Agency CRM and project management in one tool

  For agencies of 2 to 20 people: clients, proposals and delivery on one record, client pages for approvals, and your team’s own AI doing the busywork.

• CRM and project management for marketing agencies

  For marketing agencies on retainers: each client’s month of content, campaigns and reports in one project, with approvals from the client’s marketing lead.

• CRM and project management for early startups

  For startups of 2 to 15: deals, pilots and customer requests next to the build, with your engineers’ Cursor or Codex taking tasks and GitHub showing what ships.

• Project management and a simple CRM for small teams

  For teams of 3 to 20: one owner per task, handoffs on the record, customers and docs beside the work, and the ChatGPT or Claude your team already pays for.

• Client portal software for agencies and freelancers

  A client page that shows only what you publish: progress, drafts to approve, dates. Core and up, clients free. No payments, file requests or white-labeling.

• Client onboarding software for small service teams

  Run the first two weeks after a client signs the same way every time: kickoff, access requests, welcome emails and a day 30 check-in, on the client’s record.

• CRM and project management for freelance developers

  For freelance developers and small dev shops: client builds, GitHub status and a progress page per client, with Cursor, Codex or Claude Code claiming the tasks.

• CRM and project management for web designers

  For freelance and small-studio web designers: inquiries, discovery, content collection, revision rounds and launch on one record, with client approvals by link.

• CRM with project management: a small-team buying guide

  Compare CRM and project delivery for small service teams. Use a worked client example, honest product trade-offs and 1-, 3- and 5-person cost scenarios.

• Flori CRM MCP server: access, setup and verified saves

  Connect your assistant to Flori's CRM and project records with OAuth. Understand read-only access, project scope, proposed work, direct updates and recovery.

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