Flori
Log inGet started

Flori / Solutions

Win the client and run the work on the same record

Most small agencies sell in one tool and deliver in another, and the handoff is where scope, dates and goodwill leak out. In Flori you link the deal to delivery, publish reviewed work for the client and ask your own Claude or ChatGPT to help keep the records current.

Start freeSee pricing
Flori project board for a client onboarding with owners and due dates (demo workspace)

Fig. 1 · DemoNorthwind, a new client in its first month

Where agency margin goes

  1. The handoff from sales to delivery

    The proposal promised five pages. The project board has four. Nobody notices until the client does.

  2. Status meetings about status

    An account manager rebuilds the client update from Slack, the board and email every Friday.

  3. Paying twice for AI

    Your team already pays for ChatGPT or Claude, and the project tool wants AI credits on top.

Carry the agreed scope into delivery

Track every prospect as a deal. When one is won, create the project from your onboarding template, link the deal and copy the agreed deliverables into the brief. Check the result before assigning delivery.

Client pages instead of status emails

Publish only what the client should see. They follow progress and approve deliverables from one link, and nothing reaches them until you publish it. Clients and guests are free.

Client pages: Core and up

Every client’s work in one place

Each person sees their tasks across every client in My work, and the board shows what is blocked on the client. Review captured meeting notes and accept tasks on the right project. Configure project notifications separately if you want updates in Slack.

Slack and meeting notes: Core and up

Flori project board with tasks waiting on the client (demo workspace)
Waiting on the client is visible, not hidden.

Use your team’s existing assistants

Connect the ChatGPT, Claude, Cursor or Codex your team already pays for. Mark work Ready for AI, one assistant claims it, and an account lead approves the result before it reaches the client. Your assistant provider’s plan limits and charges still apply.

One client, one week

Fictional example: Ashwood, a four-person studio.

  1. Monday

    The Northwind deal is won. Maya creates the onboarding project from the template, links the deal and checks the scope in the brief.

  2. Tuesday

    Kickoff notes from Granola become tasks. ChatGPT splits the deliverables and flags two open questions.

  3. Thursday

    Claude drafts the welcome emails. Maya approves them and publishes them to the client page.

  4. Friday

    The client approves the emails from the link. Nobody wrote a status update.

Try one five-page client project

For a two-to-five-person service agency, the useful test is whether the people selling the work can hand over its actual promises. In our fictional Juniper project, Rowan approves, Casey supplies inputs and Alex owns delivery. The scope is five pages and two revision rounds; a sixth-page request needs a separate decision.

  1. Create the account and two contacts, then the won deal. Keep the agreement and payment evidence in their actual source tools.
  2. Create and link the delivery project. Check the scope in its brief and assign the six delivery tasks; a won stage or CSV import does not do all of this for you.
  3. Ask an assistant for a read-only recap. If CMS access is missing, the recap must identify the blocker rather than promise the original date.
  4. Record the client's response to a named draft. Publish only reviewed client-facing material.
  5. Close with a handover that retains open issues, receiving owner and access confirmation.

Open the complete brief and six-task plan. It includes sample CSVs through the CRM buying guide. The example is free to copy into any tool.

Decide what belongs in the agency workspace

This workflow manages your agency's own prospects and delivery. It is not a white-label marketing CRM deployed into each client's business. Keep campaign sending, payment collection and signing in the systems that perform them. Test a client page with synthetic information before sharing a live engagement.

For three people, Core is $36 per month on monthly billing, or $360 per year ($30 monthly equivalent), before tax and separate assistant costs. Compare the same team-size scenarios and check whether you need a competitor's billing or resource-planning features before moving.

Core covers client delivery

Core gives unlimited projects and clients, client pages, forms for inquiries, Slack and meeting notes. Premium adds workflows, several companies, revenue tracking and roles. Clients, guests and AI are never seats.

Core $12 per person a month, or $10 billed yearly

Start free

Not in Flori

  • Sending invoices or taking payment
  • Billing from logged time
  • Resource budgets
  • E-signatures for proposals

Questions

How is Flori different from ClickUp or monday.com for agencies?

Flori keeps client records and projects together, includes client pages from Core, and connects to your own assistants. Compare the exact CRM product, plan and workflow; competitors also offer CRM and AI capabilities. See ClickUp alternative and monday.com alternative.

Do clients need a paid seat?

No. Clients and guests are free on every plan. Client-page viewers see the published page; invited workspace or project guests have the access granted to their account.

Can we track retainers?

Log time on tasks to see hours against a retainer, and on Premium record invoices and payments on the account. Flori does not bill from time or send invoices. See retainer agreement template.

What does a five-person agency pay?

Core is $12 per person a month, or $10 billed yearly, so $50 to $60 a month for five people. Clients, guests and assistants are free.

Keep going