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Synchronizing organization access and dashboard resources.
CRM and work management for agencies and freelancers
Flotick helps agencies and freelancers manage leads, deliver client projects and share updates in one workspace.
Free plan: up to 5 members, 5 active projects and 5 portal clients.
Illustrative workspace example. The rotating insights are sample content, not live customer data or a prediction of delivery dates.
Keep lead details and follow-ups together, then create a linked client project.
Use tasks, owners and sprint plans to find the next step before asking for an update.
Give clients a portal for project status, documents and files you share.
Continue client and teammate threads in the workspace where you manage the work.
Less repeated entry, fewer routine files to resend and a shared reference for the next handoff.
Service teams lose time between the lead, the proposal, and the project. Flotick is the workspace where those stay together.
Five routine status lookups at six minutes each take 30 minutes a week. Your time may differ. Use the calculator below to test your own assumptions.
A lead in a sheet, a proposal in email, tasks in another app. The next status call starts with a search, not an answer.
The sale closes in one place and the work starts in another. Scope, owner, and dates get retyped, and something is lost.
Without a portal, every “where are we?” becomes a message. Your team answers from memory instead of a shared status.
Welcome notes, contracts, and invoices travel as files. Nobody can tell which version the client actually accepted.
Keep client commitments connected to the work that delivers them. Carry the client context from the first enquiry into projects, documents, shared resources, and team conversations.
Capture the enquiry
Add it by hand, import a CSV, or receive it from a form. Meta, Google Ads, IndiaMART, and website webhooks work once that connector is configured.
Make it a client
Convert an agreed lead into a client without retyping contact details. Create a linked project in the same step if delivery starts now.
Onboard in the open
Send a welcome document, quotation, or contract. Clients sign in to view the resources you choose to share.
Deliver the work
The project can stay linked to the client. Internal work can stay unlinked. The portal shows project names and status, not every internal task.
Keep the relationship connected to delivery. These are workflow benefits, not measured time-saving claims.
Effort reduced: Less manual status gathering. The team still needs to maintain its records.
Effort reduced: Less re-entry at the handoff from sales to delivery.
Effort reduced: Fewer routine requests and fewer files to resend. Keep meetings for decisions.
Effort reduced: Less channel hunting when you return to a conversation.
Model the capacity used by routine admin. This is a planning estimate based on your inputs, not a promise of savings.
Illustrative estimate · four weeks
Formula: people × weekly admin hours × 4 × assumed reduction. Multiply recovered hours by hourly cost, then subtract the subscription input. These are your assumptions, not measured Flotick savings. Capacity value is not cash saved or revenue earned. Setup time and retained tools are excluded; changing currency changes the label, not the inputs.
The same workspace fits different delivery rhythms. Choose the path that looks most like yours.
Client records, proposals, a portal, and the projects behind retainers or fixed-scope work.
From the first meeting and quotation to the engagement project and handoff.
Keep enquiries, client documents and delivery work together. Invite collaborators when needed, within your plan limit.
Orbit reads the workspace you already keep: clients, projects, tasks, and sprints. Answers stay inside your plan's monthly allowance.
Sprint and team summaries generated from real activity not status theater.
Slipping work is flagged days before the deadline, with the why attached.
See who is overloaded and who has headroom before burnout shows up.
Sprint planning guidance grounded in your team's actual velocity history.
Sprint 24 is on pace to complete 94% of committed points. Two reviews are blocking downstream work. Review FLY-218 before planning the next handoff.
From signup to your first client engagement in three steps. Start with real work; bring the rest across when you are ready.
Sign up, name your workspace and start on Free. Invite a collaborator when the work needs another person.
Add a client directly or convert a lead. Create the linked project and record the first tasks, owners and due dates.
Prepare a welcome document, quotation or contract. Grant separate portal access so the client can find shared resources and project status.
Client records, projects and portals overlap across products. Test the details that change how your team delivers.
Compare client administration with Flotick’s task roles, sprint planning and client-facing scope.
Read the sourced comparisonReview delivery, client collaboration and payment requirements in the plan you would use.
Read the sourced comparisonCompare delivery planning, resourcing needs and the client and commercial records you maintain.
Read the sourced comparisonYou do not need to recreate the whole business to evaluate Flotick.
Files, message history and another tool’s permissions may need manual work. Keep payment, accounting and specialist tools your process still needs.
Your team should understand who can see its work, how sensitive data is handled, and how to retrieve it. We describe the controls Flotick actually provides, along with their scope.
Work and membership belong to an organization. Roles and server-side permissions govern access inside it.
Sensitive member fields and environment configurations have specific encryption controls; files use private storage and short-lived access links.
Organization Admins can request a portable JSON export or supported CSV exports. The security page explains the boundaries.
Pricing that grows with the team
Free includes up to 5 members and 5 active projects. Pro and Max expand capacity and governance, with a subscription for the organization rather than a per-seat price. The full comparison shows current regional prices and limits.
Use the client onboarding pack to collect the brief, confirm owners, agree review steps, and prepare the handoff before kickoff.
Read buying guides and agency workflows for onboarding, approvals, retainers, scope changes, and client updates. Try one client and one active project first.
Read the guides
