Demo build by Seif Ashraf — all data is fictional and resets on refresh.
FlowDesk gives your firm one pipeline for every lead, automated chasing that never forgets, and AI drafts grounded in the whole relationship.
Runs the pipeline at
The working parts
Pipeline
Every enquiry lands on one board — new lead to won — with its value, owner and last touch visible at a glance. Move a card and the change is logged to the client's timeline automatically, so the whole firm shares one honest picture of the quarter.
Automations
No reply in five days? A VAT deadline in two weeks? A proposal finally marked won? FlowDesk queues the right next action the moment the condition is met — and every run is counted and written back to the client record, so you can prove the follow-up happened.
AI Assistant
The assistant reads the full timeline — calls, emails, notes, stage moves — and produces a relationship summary or a ready-to-edit follow-up that sounds like it was written by someone who was in the room. Drafts only: a human always reviews and sends.
Illustrative demo figures from the fictional Hartwell & Co workspace.
Pricing
Start on any tier, move whenever the firm grows. Every plan includes the pipeline, client timelines and spreadsheet import.
For a first desk that needs its leads in one place.
For firms where follow-up is the difference between won and lost.
For multi-team practices with partners, permissions and audits.
Prices exclude VAT. FlowDesk is a fictional product — no card, no signup; every button simply opens the demo app.
From the firms in the demo
We used to find out a proposal had gone cold three weeks after it happened. Now the follow-up is queued the moment a reply doesn't arrive — nothing sits in a partner's inbox waiting to be remembered.
Two desks, nine consultants, one board. Every consultant can see exactly where their placements stand, and the run counters tell me the chasing actually happened.
The AI drafts start from the whole relationship, not a blank page. We still read and send every email ourselves — but the first version is already ninety percent there.
FAQ
Yes. Upload a CSV or XLSX export from your current system, map the columns once (company, contact, value, stage), and FlowDesk builds the pipeline and client records for you. Notes and past interactions can be imported as timeline entries, so history comes along too.
The live demo is seeded with a full workspace — move a lead, fire an automation, ask the assistant for a draft. Nothing to install.