Today at a glance
what needs you first
Today's schedule
Tasks
the running to-do for the firm
Projects
live client jobs & delivery
CRM & pipeline
prospects and deals — from first reply to won
Client quotation
build it, email it, save it — FlowAccount sync when the API key lands
Quotations are restricted
Your department doesn't have the Quotation permission yet. An admin can grant it per department in Team & Access.
Schedule
appointments — push to Outlook or Google in one click
Compose email
write here, open in Outlook prefilled
Access by department
tick a desk to grant that department access
Team members
everyone with a seat on the console