Ten products that share one client record
An all-in-one suite for agencies: research, briefs, creative, delivery, reporting and the day's inbox, on one sign-in, one client directory and one bill. 27 connections between the products run today, and every one is listed below.

What every product reads from
One sign-in
Sign in once and move between all ten products without signing in again.
One client directory
Each client is one record every product reads: its name, industry, brands and competitors, entered once.
Access set per client
Admins see every client. Everyone else sees the clients granted to them, their group or the whole organization, to view or to edit, and every product enforces it.
One brand kit per client
Logo, colors, type and voice sit on the client's kit. Briefs, concepts, portals and PDFs read it from there.
One task list
Metric* alerts, Asset* revision requests and Radar* and Spark* hand-offs land as tasks in one list in Flow*.
One plan and one bill
Seats, clients and one shared credit wallet for every product's AI, on a single subscription.
What moves between the products
27 connections, grouped by the job they serve. Each one runs in the product today.
Research to brief
Category and competitor intel becomes brief input with one click, not a retyped summary.
A locked visual direction grounds every new concept in the same palette and tone, instead of reinventing it each round.
The brand roster scopes what gets monitored without re-entering competitor lists.
The client's brand kit conditions every generated brief and concept, so the palette and logo rules never have to be pasted into a prompt.
Client context prefills the brief instead of a discovery call retread.
What performed becomes input to the next brief, so strategy starts from evidence, not memory.
Brief to approved creative
A brief's content seeds a working moodboard automatically, instead of starting from a blank canvas.
What an asset's ads actually spent and returned sits on the asset itself, so 'which version performed' is a read, not a reconciliation.
A revision request on a version becomes a real task on the project, linked back to the marked-up version, instead of a comment someone has to transcribe.
A locked direction's references land in the library as the project's first board, instead of being re-uploaded from the export.
Delivery, staffing and margin
Recent brief patterns ground Flow*'s AI-drafted SOWs and proposals in how your team actually writes, instead of a generic template.
Approved time off and holidays reduce a person's available hours automatically, so leave is never tracked twice.
Tool cost allocates into project overhead and margin automatically.
Client history informs scoping instead of starting a proposal from zero.
Skills and availability propose who to staff on an unfilled role, ranked by free hours and skills, and a person confirms.
Reporting on what ran
Campaign definitions become the reporting structure, so results map back to the brief without manual setup.
Brand and client entities are defined once, so dashboards and records never disagree on a name.
Flight dates frame the reporting period without re-entering campaign dates.
Delivery status feeds client reporting without a status-update meeting.
The client record that remembers
Research findings become a permanent, searchable record instead of a slide that gets lost.
A locked creative direction becomes part of the client's permanent record instead of a file that only lives in one board.
Approved briefs become part of the permanent client record automatically.
Results become institutional learning instead of a report nobody reopens.
Who knows what becomes findable instead of tribal knowledge.
People, seats and the day
Assigned tasks and deadlines appear in the daily brief instead of a separate check-in.
The roster resolves who a message is from instead of an unrecognized name.
The roster drives seat assignment, so licenses match headcount without a spreadsheet audit.
Your clients see your name
Seven ways to put work in front of a client, none of them needing an account. Share and portal pages carry your agency's name, and the client's own branding when you set it.
White label is $29 a month on Pro and included on Agency.
Try the portal demo- Brief sign-off and a client request form
- A research report on a link
- Their campaigns with their logo and color, plus a link to connect their own accounts
- A portal of only what you shared, where they can ask questions
- Project status and what comes next
- Two to four directions to vote on and choose from
- Markup and a recorded decision on the exact version
Each one, on its own page
- Brand, market and AI visibility monitoring
- Campaign performance across channels
- What your agency knows about each client
- Briefs from ask to approval
- Moodboards and creative directions
- Files, reviews and client approvals
- Projects, proposals and invoices
- People, skills and staffing
- Software subscriptions, costs and renewals
- Your inbox and calendar, triaged
What separate tools would cost
The same ground bought as separate tools, at each vendor's list price, against one plan.
- 11 separate tools
- $1,905/mo
- The Pro plan with white label
- $228/mo
- Kept a year
- $20,100
About 8× less, and one sign-in instead of 11.