About Us

All-in-one Business Operating Platform is what you need for Customer Relationship Management, Document Management, Project Management, Workflow Management, Service Call Management, Quality Assurance Management and Business Process Automation. Stop paying multiple subscriptions and dealing with clunky integrations. Try FlowRocket’s cloud based modular solution for FREE until you decide to buy.

Welcome to FlowRocket

Our goal is to help million users double their productivity!

Innovation is our fuel as we utilize the latest developments in technology to provide creative solutions to critical problems. As we perfect these solutions, we delight our customers by delivering beyond their expectations.

With over a decade of experience, we have perfected the solution for automating workflows that can be applied to just about any industry. Some of our ready to go and popular industry specific solutions are listed here. If you don’t see your industry get in touch with us, we will configure a solution for you at no extra cost. We provide direct access to our leadership team to help your rely on us to be your strategic partner. Our development and implementation team thrive to provide solutions that exceed your expectations. We cannot spell success without "u" in it.

Agile and Scrum Tracking

Track your software projects following Agile, Scrum or Scalable Agile Framework (SAFe) digitally on FlowRocket. Just define your process and start tracking on ready-to-go cloud platform.

Business Accounts and Prospects

Manage your Operational and Sales/Marketing Contacts under the same platform. Convert Prospect into Business seamlessly.

Business in your pocket

Take your business wherever you go. Access millions of documents or business transactions from your mobile device as securely as you would on the cloud.

Client Invoicing

Do progress based project invoicing or meet your payable arrangements with clients. Attach team members time and material consumption or expense reimbursement details to your invoices. Transfer the details seamlessly in your accounting system.

Corporate Calendar

Create ANY calendar in collaboration for sales leads, projects, holidays, team vacations, 7/24 support are naming the few. Sync calendars on mobile, Outlook or Google Calendar.

Custom Contact Fields

Add as many custom fields of any kind to your specific contact or accounts type with writing a single line of code. FlowRocket offers tremendous flexibility of data tracking and searching with ease.

Custom Project Fields

Add as many custom fields of any kind to your specific project type with writing a single line of code. FlowRocket offers tremendous flexibility of data tracking and searching with ease.

Custom Project Template Creation

Define your repeat and custom work or modify pre-built project template according your business processes. Achieve easy data tracking and highest productivity with FlowRocket’s AI powered CRM and Project Management platform.

Custom Workflow Creation

Define your work process and create custom workflow with no code. Workflows can be initiated over a document, an email or a task. Filing and organizing of documents along workflow is automatic. FlowRocket offers powerful platform to automate your business processes and organize workflow documents eliminating human errors.

Digital Kanban Board

Move your Kanban board form conference room or coffee break area to online. Anyone can look at it at any time or from anywhere – home or office, without moving from there seat. FlowRocket makes physical Kanban Boards and colorful stickies, things of the past.

Document Meta Data Tagging

Create meta data over documents. Search documents, create reports and draw analytics using document meta data fields. Define your meta data without writing a line of code.

Embedded Analytics

Slice and dice your business data to draw analytics, create cross sales and up sales opportunities and achieve highest productivity. FlowRocket gives you platform to work smart along with working hard.

Employee Expense Reimbursement Workflow

Allow for independent and/or project specific expenses and reimbursement workflow for Employee out of pocket expenses for your business. Integrate seamlessly with your accounting system.

Employee Time Tracking

From a simple progress tracking on tasks to details for client billing. Automated and single click time tracking makes FlowRocket the quickest and easiest time tracking platform out there on cloud as well as on mobile.

Entities Meta Data Tagging

Define tags over any database entity. Create searches, filters and reports for easy access to your desired data.

Global Search

Perform google like search not only on your database fields, but also on documents like office, pdf, images or zip files. You will be amazed to see the blazing speed of our proprietary search feature. It’s powerful and it gives you an edge while your competition is scrambling to find their data to take informed decisions.

Live Project P&L

Track your projects’ financial viability and profitability at all times. Set the budget and let FlowRocket will do the rest to give you indicators for project going over budget resulting into loss for business. Take necessary actions before you go over budget or go in a loss with AI powered project management platform.

Managing Incoming Emails

FlowRocket’s AI based engine enables you to file your emails directly into your business transactions, or work queues to open a service call or create any task for anyone.

Managing Outgoing Emails

Send emails out and have a record on your project or business transaction right from the FlowRocket platform. This saves the communication on platform for history and collaboration.

Project Management Leading Indicators

Let the system notify you for your project fall outs and risks. You don’t have to fail the project to know your shortcomings. FlowRocket’s AI based leading indicators will give you early warnings for corrective actions before it’s too late.

Ready-to-go Project Templates

Project templates eliminate redundancy in data tracking. Use 100’s ready-to-go templates for commonly defined business activities.

Risks and Roadblocks Tracking

Track risks and roadblocks on your projects. Make work visible. Take actions and avoid surprises. Let the AI based platform do the heavy lifting for you.

Roles and Access Control Lists (ACLs)

Define roles and access control lists to manage data security. FlowRocket takes data security seriously. A large number of data hacks happen from inside rather than outside. Create and manage Data Access architecture per your business need and be stress free having the audit trail of access on the system.

Search Filters

Create filters on data searches for your repeat queries for custom searches. Share your filters with other users of the system.

Secure Sharing

Share documents in email without compromising privacy and security. Comply with HIPAA, SOX and other industry specific data security compliances.

Sending Fax from FlowRocket

Integrate your electronic fax service to send faxes to your business contacts directly from the FlowRocket platform preserving history of communication with contact or business transaction. No extra steps needed for filing.

Templated Document Creation

Create document templates custom to your business and processes without writing a line of code. Create custom documents by merging data from database. Edit in collaboration with other users. Create PDFs and share with outside users right from the platform and keep records of everything without making any extra effort.

To-Do List

Get rid of those colored sticky notes and move to digital to-do list. Create to-do for yourself or for your peers quickly as you think and transfer them to projects later for proper execution and tracking.

Vendors Bill Payment Workflow

Ready-to-go bills review, approvals and payment workflow for Vendor bills. Integrate seamlessly with your accounting system.

Website Integration

Integrate your website directly into your CRM, Service Desk and project management platform easily with Webforms and APIs. Ready to go plug-ins and code inserts for seamless integration.

Work Queues for Teams

Create as many custom queues as you wish to manage work that is performed by teams. Allow round-robin or custom task assignment of tasks. Run analytics on work queues and identify opportunities for improvements.

Project and especially Resource Management capabilities of FlowRocket platform far exceeds that of Jira, which is what we used in past. The best thing about the platform is that development, QA and tech support, all are tracked in a single system. Overall efficiencies have gone up. Customer support has been excellent.
Vice President, Financial Software Company
After evaluating at least ten other systems, we ended up getting a hold of FlowRocket. And, we were hooked instantly. Since using FlowRocket CRM, we’ve increased our conversion rate by 80%. It’s kept the deals in front of me and helped me improve our sales process. This system is easy, transparent and lots of automation saves time! Leading indicators help us keeping project deliveries on time and within budget. Client and employee satisfaction has gone up as well. I recommend FlowRocket to everyone.
Chief Executive Officer, Leading Management Consulting Firm
We were paying thousands every month on our integrated IT solution. FlowRocket's ready-to-go Workflows on a single platform has cut our cost significantly. Accounting and Bookkeeping workflows have automated so many of our manual processes that, now we can spend more time on growing our business and serving our clients. FlowRocket support has been amazing with a friendly and knowledgeable staff eager to help.
Director, Outsourced Bookkeeping & Accounting Company
FlowRocket is hands down the best Case Management system for Structured Settlement Brokerage Business. Platform allows us to track lot more than Structure Annuity Sales. CRM capabilities are exceptional & has helped us to move from Excel to a cloud based and mobile solution. Their attention and sense of urgency to our business needs is first rate and its great to work with a company with such a vested interest in helping us succeed.
Broker, Settlement Planning Company
FlowRocket has been a very cost effective CRM tool. Using FlowRocket has given us the ability to maximize our customer acquisition and retentions. From initial contact, setup and quick customization to ongoing support and enhancements, FlowRocket has proven to be the right choice for our customer relationship management and agency data management needs.
Principal, Family Owned Insurance Agency
I have been using FlowRocket CRM for past one year and have been very happy with the product, service & reasonable cost. My favorite thing is that it's been so simple for me to customize specifically for my business. I can serve my clients and investors quickly. Data is always available on cloud.
Owner, Life Settlements Broker
FlowRocket help us migrate from our legacy system for medical underwriting. Platform is easy to use and very flexible for our custom needs. Technical team is very knowledgeable and service is exceptional. Platform is secure, reliable and performs very well.
Medical Underwriting IT, Leading Structured Settlement Provider
Data Analytics capabilities of FlowRocket platform is phenomenal. Platform is seamlessly integrated with our policy and claims management system. It provides us reports and intelligence in seconds, which used to take weeks with numerous man-power behind it. The electronic policy generation and sharing has saved us hundreds of thousands of dollars in postal cost, printing cost and man power. Proactive notifications and actions have improved policy retentions and CRM capabilities are great.
Chief Information Officer, mid-size Mutual Insurance Company
EDI-ready chargeback verification solution is extremely cost effective. We saved a lot by switching. Contract Management is very simple to operate and has eliminated a lot of duplicate/manual data entries for us, and hence eliminated occasional human errors, saving a lot of time. Lot more capabilities to the platform that we were initially looking for. We have started automating a lot of internal processes for further efficiency gains. Service is outstanding.
Finance Manager, Pharmaceutical Manufacturer

On the Go! And On the Desktop!

Put your business in your pocket and never lose your work.

Access all your business data including millions of documents on FlowRocket’s On-the-Go! Mobile application. FlowRocket’s On-the-Desktop always keeps your laptop synchronized and backup on cloud securely. Your business doesn’t need to fear losing your work on laptop or desktop due to hardware failure or human error.