For Agencies & Consultancies
Win it. Deliver it. Get paid for it.
Leads become deals, deals become projects, projects get delivered on boards with tasks and approvals — and the invoice goes out from the same system that read the pipeline. The P&L is live, not quarterly.
- Pipeline from lead to won deal
- Projects with tasks and approvals
- Quotations and invoices, branded
- Expenses and P&L on the same books
The workflow
How agencies & consultancies run on Flowyana.
- Win
A pipeline, not a hunch
Leads and deals move across board stages; the forecast is what the board says, not what memory hopes.
- Deliver
Work on boards
Projects break into tasks with owners and due dates; approvals catch the decisions that need a yes.
- Invoice
Milestones, billed
Quotations and invoices go out branded, against the same client the pipeline won.
- Read
A live P&L
Revenue and expenses post as they happen — profitability is a report, not a quarterly surprise.
Your module set
Buy these. Skip the rest.
Flowyana is sold per module, so this is the typical shape for your industry — trim it or extend it, and pay only for what you switch on.
Automation
The busywork runs itself.
Workflows watch what happens in your business and act on your rules — assign, notify, create the follow-up. Set them once and the process stops depending on who’s on shift.
Explore automationQuestions
Asked by agencies & consultancies.
Can we run the whole client lifecycle in one place?
Yes — the lead, the won deal, the delivery project, the invoices, and the client’s full history live on one record trail. Nothing is re-typed between “won” and “billed”.
Do we need inventory or a POS?
No. A typical agency setup is CRM, projects, tasks, invoicing, expenses, and accounting — the modules you skip are modules you don’t pay for.
How do approvals help an agency?
Scope changes, budget revisions, and discounts route to the right person with a trail — the client-facing team moves fast without decisions going missing.
Built for how you run.
Tell us about your business and we’ll walk you through Flowyana set up for agencies & consultancies — your module set, your workflow, an itemized quote.