FlowCRM AI – Agency Client Operations, Project Management & Approval Workflow SaaS FlowCRM AI – Agency Client Operations, Project Management & Approval Workflow SaaS
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Plans

Assisted operations plans for modern agencies

Start with client portals and reviews, then scale into advanced approvals, reporting, governance, and managed workflows as the agency grows.

For freelancers & small operators

Starter Monthly

7-day trial

For freelancers and small operators launching client portals, simple approvals, and AI-assisted onboarding.

$19 /monthly

USD - US Dollar

Billed monthly

Choose Plan

Built for agency operations

Operational capacity, workflow power, client collaboration, and scale controls configured for this tier.

Workspaces / organizations
4
Client stakeholders
25
Client portal users
10
Active projects
10
Approval workflows
10
Client portals
Branded
Reports / month
25
Exports / month
25
Operational signals
Workspace pulse
Semantic workspace search
Growth+
Assisted operations credits
300
Media storage
50 GB storage
Activity retention days
90
AI reports / month
20
Workflow automations
7

For growing agencies

Growth Monthly

Most popular 10-day trial

For growing agencies managing multi-client delivery, semantic search, automations, assisted reports, and approval workflows.

$39 /monthly

USD - US Dollar

Billed monthly

Choose Plan

Built for agency operations

Operational capacity, workflow power, client collaboration, and scale controls configured for this tier.

Workspaces / organizations
15
Client stakeholders
100
Client portal users
75
Active projects
Unlimited
Approval workflows
Unlimited
Client portals
Branded
Reports / month
250
Exports / month
250
Operational signals
Relationship intelligence
Semantic workspace search
Included
Assisted operations credits
2,000
Media storage
250 GB storage
Activity retention days
365
AI reports / month
100
Workflow automations
25
Advanced approval workflows
Multi-stage
AI copilot
Command center

For multi-client operations

Agency Monthly

14-day trial

For multi-client operations that need white-label portals, realtime collaboration, advanced AI workflows, and automation scale.

$79 /monthly

USD - US Dollar

Billed monthly

Choose Plan

Built for agency operations

Operational capacity, workflow power, client collaboration, and scale controls configured for this tier.

Workspaces / organizations
Unlimited
Client stakeholders
Unlimited
Client portal users
Unlimited
Active projects
Unlimited
Approval workflows
Unlimited
Client portals
White-label
Reports / month
Unlimited
Exports / month
Unlimited
Operational signals
Relationship intelligence
Semantic workspace search
Included
Assisted operations credits
Unlimited
Media storage
Unlimited storage
Activity retention days
Unlimited
AI reports / month
Unlimited
Workflow automations
Unlimited
Advanced approval workflows
Multi-stage
AI copilot
Command center
Realtime collaboration
Live reviews
Automation API & webhooks
Included
White-label experience
Included

For freelancers & small operators

Starter Yearly

14-day trial

Yearly access for lean agencies starting client operations with AI onboarding and approval workflows.

$190 /yearly

USD - US Dollar

Billed yearly

Choose Plan

Built for agency operations

Operational capacity, workflow power, client collaboration, and scale controls configured for this tier.

Workspaces / organizations
4
Client stakeholders
25
Client portal users
10
Active projects
10
Approval workflows
10
Client portals
Branded
Reports / month
25
Exports / month
25
Operational signals
Workspace pulse
Semantic workspace search
Growth+
Assisted operations credits
300
Media storage
50 GB storage
Activity retention days
90
AI reports / month
20
Workflow automations
7

For growing agencies

Growth Yearly

Most popular 21-day trial

Best for scaling agencies standardizing semantic search, automations, client reports, and operations intelligence.

$390 /yearly

USD - US Dollar

Billed yearly

Choose Plan

Built for agency operations

Operational capacity, workflow power, client collaboration, and scale controls configured for this tier.

Workspaces / organizations
15
Client stakeholders
100
Client portal users
75
Active projects
Unlimited
Approval workflows
Unlimited
Client portals
Branded
Reports / month
250
Exports / month
250
Operational signals
Relationship intelligence
Semantic workspace search
Included
Assisted operations credits
2,000
Media storage
250 GB storage
Activity retention days
365
AI reports / month
100
Workflow automations
25
Advanced approval workflows
Multi-stage
AI copilot
Command center

For multi-client operations

Agency Yearly

30-day trial

Full-year agency capacity for white-label client operations, realtime reviews, and advanced automation workflows.

$790 /yearly

USD - US Dollar

Billed yearly

Choose Plan

Built for agency operations

Operational capacity, workflow power, client collaboration, and scale controls configured for this tier.

Workspaces / organizations
Unlimited
Client stakeholders
Unlimited
Client portal users
Unlimited
Active projects
Unlimited
Approval workflows
Unlimited
Client portals
White-label
Reports / month
Unlimited
Exports / month
Unlimited
Operational signals
Relationship intelligence
Semantic workspace search
Included
Assisted operations credits
Unlimited
Media storage
Unlimited storage
Activity retention days
Unlimited
AI reports / month
Unlimited
Workflow automations
Unlimited
Advanced approval workflows
Multi-stage
AI copilot
Command center
Realtime collaboration
Live reviews
Automation API & webhooks
Included
White-label experience
Included

For freelancers & small operators

Starter Lifetime

30-day trial

One-time access for lean teams that want durable client portals, approvals, and AI onboarding.

$149 /lifetime

USD - US Dollar

Pay once, use forever

Choose Plan

Built for agency operations

Operational capacity, workflow power, client collaboration, and scale controls configured for this tier.

Workspaces / organizations
4
Client stakeholders
25
Client portal users
10
Active projects
10
Approval workflows
10
Client portals
Branded
Reports / month
25
Exports / month
25
Operational signals
Workspace pulse
Semantic workspace search
Growth+
Assisted operations credits
300
Media storage
50 GB storage
Activity retention days
90
AI reports / month
20
Workflow automations
7

For growing agencies

Growth Lifetime

Most popular 45-day trial

One-time purchase for active agencies that need assisted operations, semantic search, reports, and workflow automation.

$299 /lifetime

USD - US Dollar

Pay once, use forever

Choose Plan

Built for agency operations

Operational capacity, workflow power, client collaboration, and scale controls configured for this tier.

Workspaces / organizations
15
Client stakeholders
100
Client portal users
75
Active projects
Unlimited
Approval workflows
Unlimited
Client portals
Branded
Reports / month
250
Exports / month
250
Operational signals
Relationship intelligence
Semantic workspace search
Included
Assisted operations credits
2,000
Media storage
250 GB storage
Activity retention days
365
AI reports / month
100
Workflow automations
25
Advanced approval workflows
Multi-stage
AI copilot
Command center

For multi-client operations

Agency Lifetime

60-day trial

Lifetime agency tier for high-volume client operations, white-label portals, realtime collaboration, and automation API access.

$599 /lifetime

USD - US Dollar

Pay once, use forever

Choose Plan

Built for agency operations

Operational capacity, workflow power, client collaboration, and scale controls configured for this tier.

Workspaces / organizations
Unlimited
Client stakeholders
Unlimited
Client portal users
Unlimited
Active projects
Unlimited
Approval workflows
Unlimited
Client portals
White-label
Reports / month
Unlimited
Exports / month
Unlimited
Operational signals
Relationship intelligence
Semantic workspace search
Included
Assisted operations credits
Unlimited
Media storage
Unlimited storage
Activity retention days
Unlimited
AI reports / month
Unlimited
Workflow automations
Unlimited
Advanced approval workflows
Multi-stage
AI copilot
Command center
Realtime collaboration
Live reviews
Automation API & webhooks
Included
White-label experience
Included
Plan controls

Scale operations without changing systems

Plans control the limits teams actually feel: workspaces, stakeholders, approvals, automations, operational signal runs, media storage, exports, realtime reviews, and white-label delivery.

Workspaces

78%

Client operations, portals, projects, approvals, and reports

Approval workflows

88%

Client review pipelines and decision follow-up

Assisted operations credits

64%

Onboarding, reports, workflow generation, and semantic lookup

Automations

72%

Trigger, condition, action workflows for delivery operations

White-label control

54%

Branded portals, exports, domains, and enterprise delivery

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