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
CRM for Settlement Providers
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
CRM for Insurers
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
CRM for Life Sciences / Pharmaceuticals
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
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.
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.