Our goal is to help million users double their productivity!
FlowRocket is an all-in-one business operating platform that allows you track business data and transactions – sales CRM activities, project management activities, documents, emails, employee time, inventory and more. You can pick and choose any or all modules as per your business data storage as well as needs for automation and information tracking, to create an efficient and paperless environment in cloud to make it accessible from anywhere at all times. Our industry specific implementations are configurations already in use and readily available for various industries as listed on our website. If you don’t see your industry on the list, don’t worry! Call and ask us, as it is not practical for us to list every single industry on our website. Our platform is simple to configure, easy to use and allow you to track your work and data, measure your productivity with key performance indicators and improve your efficiency. Call us for a live demonstration, we can configure a free trial of our platform for your business and show you how to automate your business processes to increase sales and productivity at no charge.
Agile and Scrum Tracking
Business Accounts and Prospects
Business in your pocket
Custom Contact Fields
Custom Project Fields
Custom Project Template Creation
Custom Workflow Creation
Digital Kanban Board
Document Meta Data Tagging
Employee Expense Reimbursement Workflow
Employee Time Tracking
Entities Meta Data Tagging
Live Project P&L
Managing Incoming Emails
Managing Outgoing Emails
Project Management Leading Indicators
Ready-to-go Project Templates
Risks and Roadblocks Tracking
Roles and Access Control Lists (ACLs)
Sending Fax from FlowRocket
Templated Document Creation
Vendors Bill Payment Workflow
Work Queues for Teams
CRM for Software Development
Look beyond Excel, Microsoft Project or Jira for your Project Management needs. Manage your software development projects (Kanban, Agile, Scrum, Waterfall, SAFe, or any) in cloud or on mobile device. Completely integrated QA as well as technical support platform. Track all of your data on a single platform to learn from and improve. Avoid the use of multiple platforms for simple needs of your business, FlowRocket takes care of your data tracking needs while you can focus on developing the world class software and your clientele. Completely integrated CRM module allows you not only to convert prospects into new clients, but also enables you to serve existing clients and cultivate more cross sales opportunities.
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
CRM for Consulting and Services
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
CRM for Accountants
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
CRM for Settlement Planners
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
CRM for Insurance Agents
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
CRM for Life/Viatical Settlements
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