Accounts, people, deals and leads sit on the same record as the projects they turn into. Your own Claude or ChatGPT can update it after every call, so the pipeline is still right in March.
Fig. 1 · DemoAshwood, a four-person studio, and its open pipeline
The deal closes in the CRM, the project starts somewhere else, and nobody goes back to the CRM until the renewal is already late.
Sequences, forecasts and a seat for every rep. A three-person studio needs a pipeline, a client list and the notes from the last call.
Call notes stay in a notebook or a chat. Three weeks later the stage is wrong and the next step is a guess.
Every company you sell to or work for, with the people you talk to, their roles, and every deal, project, document and email linked back to it.
Deals move from first conversation to won or lost with a value and the people involved. When one is won, create a delivery project from a template, link the deal and check the agreed scope in its brief.
Inquiries land as leads, not as clients, so your client list stays honest. Convert one to an account and a deal when it qualifies. Website forms drop inquiries straight in.
Forms: Core and up
Connect Gmail and send from the account, so the thread sits beside the deal it belongs to. Company details fill in for you, and intent signals and research lists show who to contact next.
Enrichment and intent signals: Premium
Record the invoices you sent and the payments that came in, and track the value of finished work apart from cash. Flori records them; your invoicing tool still sends them.
Premium
Fictional example: Claude, ChatGPT, Grok, Cursor or Codex work in the CRM over a connection you approve, on the plan you already pay for.
Paste your notes. The assistant saves the decisions to the deal and creates the follow-up tasks.
Ask which deals went quiet this week and get a short check-in drafted for each.
Get a brief: open tasks, hours logged and what the client approved last quarter.
Changes can wait in a review queue, and every save shows which assistant made it.
The CRM is on every plan. Free holds 200 customer records. Core removes the limit and adds forms. Premium adds enrichment, intent signals and revenue. Your AI is never a seat.
Core $12 per person a month, or $10 billed yearly
Start freeYes. Free includes accounts, people, deals and leads for up to 200 customer records, with unlimited people in the workspace. Core removes the record limit.
Yes. Connect it once, choose one project or the whole workspace, and choose read-only or update access. It works on every plan and runs on your own AI plan, with no Flori AI credits.
Yes. Import a CSV of deals or accounts, or start from a spreadsheet you already keep.
Not for contracts, invoices or booking. Many freelancers keep one of those for paperwork and run clients and projects in Flori. See HoneyBook vs Dubsado.