CRM + ERP Workspace

Customers, sales, projects, finance and operations — finally working in the same place.

EVERYTHING YOUR BUSINESS RUNS ON.

Explore Flowbase
Less admin. Better decisions. One beautifully connected workspace.

Good morning, Alex.

Search workspace⌘ K
Quarter revenue
€428,640
+18.6% this quarter
€512KForecast€96KOpen invoices41.8%Gross margin
Pipeline
€184K
+9.8%
Deals
38
12 closing
Win rate
32%
+4.1 pts
Customer
Stage
Value
Owner
Activity
Northline GmbH
Proposal
€24.8K
12 min
Kova Systems
Discovery
€18.2K
1 h
Forma Studio
Negotiation
€31.4K
3 h
Northline GmbHProposal sent
€24,800
Invoice #1844 paidFinance updated instantly
€8,420
Sarah assigned youKova Systems · Discovery
AI insightRevenue is trending +14.2%
Inside Flowbase

ONE WORKSPACE.
ZERO CHAOS.

The same customer context moves from first contact to invoice, delivery and reporting without rebuilding the story in five tools.

Customers

Company
Contact
Value
Stage
Owner
Activity
Northline GmbH
Marta Klein
€142K
Proposal
Sarah
12 min
Kova Systems
Andrej Kova
€96K
Discovery
Alex
1 h
Forma Studio
Elena Rossi
€84K
Negotiation
Mia
3 h
Arc Industries
Leo Martin
€73K
New
Sarah
5 h
Helio Commerce
Nina Hoff
€58K
Proposal
Alex
Yesterday
Nomad Labs
Owen Reed
€44K
Discovery
Mia
2 days

Pipeline

NEW · 3
Arc Industries
€12,400
New website platform
Brightform
€8,800
Operations audit
DISCOVERY · 4
Kova Systems
€18,200
ERP integration
Nomad Labs
€14,500
CRM rollout
PROPOSAL · 3
Northline GmbH
€24,800
Growth workspace
NEGOTIATION · 2
Forma Studio
€31,400
Multi-team ops
WON · 7
Helio Commerce
€28,600
Sales automation

Finance

Quarter revenue
€428,640
+18.6% vs Q2
Paid€382K89.1%
Pending€38.2K8 invoices
Overdue€8.4K2 invoices

Projects

Client portalON TRACK

Northline rollout

Due Sep 18 · On track
SKALMR
OperationsREVIEW

Kova migration

Due Sep 03 · Review
ALMK
DesignON TRACK

Forma system

Due Oct 02 · On track
MRSKLN
AutomationAT RISK

Helio flows

Due Aug 29 · At risk
ALLN

Reports

Revenue by month
Sales velocity
21.4d
-3.2 days

GOODBYE,
ADMIN WORK.

Invoice created#1889 · Northline GmbH
Lead assignedSarah → Kova Systems
Contract approvedForma Studio · €31.4K
Task scheduledFollow-up · Tomorrow 09:30
Payment matchedInvoice #1844 · €8,420

BUILD IT ONCE.
LET IT RUN.

Create reliable workflows that move customer context forward without turning your team into workflow engineers.

01 · TRIGGERNew customerPending
02 · OWNERAssign account managerPending
03 · PROJECTCreate onboarding projectPending
04 · CONTRACTSend contractPending
05 · FINANCENotify financePending
Everything connects
SALES.

Move from lead to close with every call, note and commercial signal in one shared context.

Sales commandLive
€184K
Open pipeline
Momentum
Next moves
NorthlineToday
KovaTue
FormaWed
Product detail

BUILT FOR
ACTUAL WORK.

Northline rolloutOn track
Delivery progress
76%
Team
SKALMR+2
Next review
Sep 04 · 14:30
Deliverables
Data migrationDone
Customer workspaceReview
Finance mappingIn progress
Real-timeCustom rolesAutomationsReportingAPIMulti-teamAudit history
Flowbase Intelligence

JUST ASK.

12 customers need attention

Priority view
€84,200 potential revenue
Northline GmbHProposal viewed 2×€24.8K
Forma StudioDecision overdue€31.4K
Kova SystemsNo reply for 4 days€18.2K
01 / CUSTOMERS

Context that stays together.

Customer portfolio148 active
02 / FINANCE

Revenue without spreadsheet archaeology.

03 / PROJECTS

Delivery, visible.

04 / AUTOMATION

Quietly doing the repetitive part.

Invoice paid→ Archive
Deal won→ Project
0%
Less admin work
0×
Faster follow-up
0H
Saved / week

WORK MOVES.
SO DO YOU.

Sales activity, approvals and customer context stay usable when the laptop is closed.

09:41FLOWBASE

Sales activity

Northline viewed proposal2 min ago
Invoice #1844 paid18 min ago
Kova replied31 min ago
Forma meeting moved1 h ago
09:41APPROVALS
New approval

Website redesign

€8,640
From · Forma Studio
Approved ✓
09:41CUSTOMERS

Northline GmbH

Annual revenue
€142K
Enterprise
Contacts8
Deals3
Next step
Follow up on proposal
CRM / SALES / PROJECTS / FINANCE / AUTOMATION / OPERATIONS /CRM / SALES / PROJECTS / FINANCE / AUTOMATION / OPERATIONS /
A product principle

SOFTWARE SHOULD
GET OUT OF THE WAY.

The interface disappears. The work keeps moving.

Sales, delivery and finance stop rebuilding the same customer story. Flowbase turns every handoff into continuity instead of another status meeting.

Yes. Roles, saved views and dashboards can expose the same underlying truth in a form that is useful to each team.

No. Approvals, audit history and explicit triggers keep consequential actions visible while routine admin disappears into the background.

MAKE WORK
FLOW.

One connected workspace for the business you are building.

Explore Flowbase