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Flowyana

For Agencies & Consultancies

Win it. Deliver it. Get paid for it.

Leads become deals, deals become projects, projects are delivered on boards with jobs and tasks, and the quotation and invoice go out from the same system that tracked the pipeline. The P&L is live, not quarterly.

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  • Pipeline from lead to won deal
  • Projects with jobs, tasks, and estimates
  • Quotations and invoices, with approvals
  • Expenses and P&L on the same books

What a Agencies & Consultancies setup on Flowyana covers.

Flowyana is agency and consultancy management software for marketing and creative agencies, consultancies, IT firms, architects, and other professional-services businesses. Leads become deals, won deals become projects with jobs and tasks, quotations and invoices go to the same client, and expenses and revenue post to one set of books. You see the pipeline, the workload, and the P&L in one place.

Agencies tend to run on a CRM, a project tool, an invoicing app, and a spreadsheet for profitability. Each one holds part of the truth, and the parts rarely agree: the deal value in the CRM is not the quotation, the quotation is not the invoice, and nobody knows whether last quarter’s retainer clients made money. Flowyana keeps the client, the deal, the project, the documents, and the books on one record trail, so nothing is typed twice between “won” and “paid”.

It suits a five-person design studio in Dubai, a management consultancy in Riyadh, a software house in Cairo, or an engineering practice in Johannesburg. A typical setup is CRM, projects, tasks, sales, expenses, and accounting. Inventory and POS stay switched off, and you do not pay for them.

The workflow

How agencies & consultancies run on Flowyana.

  1. Win

    A pipeline, not a hunch

    Leads and deals move across board stages with probability and expected close, so the forecast is what the board says.

  2. Deliver

    Work on boards

    Projects break into jobs and tasks with owners, due dates, and estimated against actual hours.

  3. Invoice

    Quote, then bill

    Quotations and invoices go out branded to the same client the pipeline won, with approval first when you want it.

  4. Read

    A live P&L

    Revenue and expenses post as they happen, so profitability is a report, not a quarterly surprise.

Common problems

What it fixes.

In depth

A closer look.

CRM and lead management for agencies

Leads carry their source, campaign, score, temperature, and follow-up date and owner. Pipelines and stages are yours to set. When a lead is qualified, it converts into a deal, a client, and a contact with its history carried over. Deal outcomes can follow the documents, so a deal tracks the state of its quotation and invoice. Leads from Meta and LinkedIn lead forms come in automatically, and with the omnichannel inbox, replies to a WhatsApp broadcast can create leads too.

  • Lead capture from Meta Lead Ads and LinkedIn Lead Gen
  • Round-robin or fixed assignment of new leads
  • Lead, deal, and client reports
  • Lead import from Excel or CSV

Project management with jobs and tasks

Projects sit on a board with stage, priority, project manager, client, start and end dates, and a deadline. Each project tracks estimated against actual hours, actual cost, and progress. Jobs inside a project carry an assignee, scheduled date, and estimated against actual cost and hours. Tasks attach to the project, a lead, or a client, with priority, due date, story points, and time spent. Task-deadline reminders keep the team honest, and workload reports show who is carrying what.

  • Project, job, and task boards
  • Estimated against actual hours and cost
  • Task-deadline reminders
  • Projects and workload reports

Quotations, invoices, and approvals

Quotations convert to invoices without retyping, on your branded templates, with Arabic–English labels where you need them. Documents can be shared by link, email, or WhatsApp, and invoices can carry a pay link where a supported gateway is available. Approvals are opt-in per document type: quotations, invoices, credit notes, expenses, and expense claims can each have their own chain, thresholds, and escalation. Quotation-expiry and overdue-payment reminders flag what needs a follow-up.

  • Multi-level approvals with amount thresholds
  • No self-approval
  • Share by link, email, or WhatsApp

Expenses, cost centres, and a live P&L

Expenses are recorded with categories, and recurring ones such as rent and software repeat on their own. Staff claims and advances go through approval. With cost centres, income and spending can be tagged to a client, project, or team, and the dimension P&L shows profitability per tag. Budgets compare planned against actual spending. Every invoice and expense posts to double-entry books with VAT split, so the P&L, balance sheet, and tax reports are always current.

  • Recurring expenses
  • Budgets against actuals
  • Profit and loss by cost centre

Your module set

Use these. Skip the rest.

This is the typical module set for your industry, inside the plan that fits it — trim it or extend it, and add other products as you grow.

CRMLead ManagementProjectsTasksApprovalsSales & InvoicingExpensesAccounting

See the plans and prices →

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 automation

Questions

Asked by agencies & consultancies.

Can we run the whole client lifecycle in one place?

Yes. The lead, the won deal, the delivery project, the quotations and invoices, and the client’s payments live on one platform. Nothing is retyped between “won” and “billed”.

Is Flowyana project management software for agencies?

Yes. Projects run on boards with jobs and tasks, owners, deadlines, and estimated against actual hours and cost. It does not include Gantt charts or a separate timesheet module; time is logged on tasks.

How do approvals help an agency?

Quotations, invoices, credit notes, expenses, and staff claims can each go through an approval chain with amount thresholds, so a large discount or an unusual expense gets a second look with a trail. Approvals are opt-in per document type.

Can we bill monthly retainers?

Yes, with the Subscriptions module. A retainer runs as a client subscription that raises an invoice every cycle with the right tax.

Can we see profit per client or project?

Yes. Tag income and expenses with a cost centre for the client or project, and the dimension P&L shows the result. Projects also track actual hours and cost against their estimates.

Do leads from Facebook and LinkedIn ads come in automatically?

Yes. Leads from Meta Lead Ads and LinkedIn Lead Gen forms arrive in CRM with their campaign details, and assignment rules can distribute them round-robin.

Does it work for consultancies in the UAE and Saudi Arabia?

Yes. Quotations and invoices carry your country’s VAT and registration number, can print in Arabic and English, and the workspace runs in Arabic for staff who prefer it.

Do we need inventory or a POS?

No. A typical agency setup is CRM, projects, tasks, sales, expenses, and accounting. Start on the plan that fits this work, and add other products only if you need them.

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, the plan that fits.

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WhatsApp +91 97460 84243Call +91 97460 84243hello@flowyana.com