Workspace summaries that stay current
Review clients, open tasks, overdue work, invoice alerts, inventory alerts, meetings, and pipeline activity in a clear brief.
AI CRM software
An AI assistant grounded in your Flow workspace.
Flow AI helps teams understand current activity, find connected information, identify what needs attention, and move from a question to an action.
Ask for the information you need
Surface client records, invoice reports, tasks, meetings, opportunities, and other connected workspace data through natural requests.
Complete simple CRM actions
Create tasks, add notes, schedule meetings, and move clients or opportunities through the workflow with guided actions.
AI with business context
Because the assistant works from connected CRM records, responses can reflect the client, activity, and operational context inside Flow.