Messages, spreadsheets, conversations, and loose reminders: in Flowmate, everything becomes a card. Each order, sale, or call moves through the stages of its process, and the entire team sees what needs to be done.
OPEN AND KNOW WHAT TO DO
The Home view shows your day: what's overdue, what's due today, and what you haven't read yet. In Team view, the entire team is on one screen. Each number opens the list of cards with the same filter.
CARDS YOUR WAY
• View in table, list, board, or calendar
• Drag the stage card onto the board
• Unread like in email: what's new is highlighted
• Comments with mentions, attachments, checklists, and complete history
• Favorites and filters to find everything quickly
FLOWS FOR EACH PROCESS
Sales, customer service, implementation, purchasing, HR. Start with a ready-made template or build from scratch: stages with color and deadline, fields of various types, required fields per stage, and permissions per flow. Receive orders through the public flow form.
AUTOMATIONS
You say when, Flowmate does it. Days in the stage, card stopped, before or after due date: move the card, assign a responsible person, notify the team and send an email or WhatsApp message. Each execution is recorded.
AI AGENTS
Agents that read the card, summarize what happened, suggest the next step, fill in fields and write the response for the client.
CRM, EMAIL AND WHATSAPP
Register people, companies, products and services and link each registration to the cards. Import spreadsheets, create email campaigns for the right audience and respond to WhatsApp messages in the inbox, without leaving Flowmate.
PROJECTS, SALES AND FINANCE
Projects with phases, milestones and schedules, with progress calculated automatically. On the card, create the budget with products and services and generate installments. In finance, track revenues, expenses and the projected and actual balance.
REPORTS
Cards by stage, time spent on each stage, and where the work is stalled.
MOBILE ALERTS
Receive new cards, mentions in comments, and approaching deadlines on your mobile phone. Tap the alert and the card opens.
LIGHT, STANDARD, OR DARK THEME ON MOBILE, TABLET, AND COMPUTER
What you do in the app appears instantly on your computer, and vice versa.
Some features depend on your plan.
Cards, clients, WhatsApp, and your company's automations all in one place.