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.

Frequently Asked Questions

Track! Measure! Improve! on FlowRocket

How can I do the payment?

We accept payments through PayPal, credit card, check payment (within USA), or wire transfer.

What kind of customers do you provide services to?

We provide our financial and accounting services to a range of industries. These include Banking industry, CPA firms, and small and large corporations.

How do you ensure that my files and data are completely secure?

We follow a completely secure process to take care that none of your documents or confidential data is published, disclosed, distributed, or sold. Your financial data is secure with us.

Can I get a demo of your services?

Yes. If you have a web camera, our representatives can arrange a demo of our services.

How often can I speak with my team?

Your team will be available 8 am to 5 pm Central Time. Depending on the package you select they will process your transactions once per week, twice per week or daily.

  • 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.

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