Onboard & manage your clients with a single link

About Flozy

Imagine a world where managing your clients feels like a breeze rather than a chaotic juggling act. Welcome to Flozy, the super-app that’s here to rescue you from the clutches of multiple platforms and endless logins. You know the drill: you’re hopping between five different tools just to onboard a single client. It’s exhausting, right? Well, toss that headache out the window! With Flozy, you can streamline everything into one sleek, centralized hub. Picture this: you send a single link to your clients, and voilà! They can access everything they need—contracts, invoices, tasks, and even a calendar—all in one place. No more confusion, no more frustration. Just a smooth onboarding process that leaves your clients feeling like VIPs from day one. And let’s be honest, who doesn’t want to feel like a rockstar? But wait, there’s more! Flozy isn’t just about onboarding; it’s your all-in-one solution for managing your entire business. From creating proposals and contracts that scream professionalism to sending invoices that get you paid faster than you can say "cash flow," Flozy has got your back. Plus, with features like lead management and client portals, you’ll be the superhero of client communication. And let’s not forget about the cherry on top: AI integration. Imagine having a virtual assistant that knows your business inside and out, ready to help you create tasks, generate replies, or whip up invoices in a snap. It’s like having a personal assistant who never sleeps! So, if you’re ready to ditch the chaos and embrace a world where client management is as easy as pie, Flozy is your ticket to success. Join the ranks of 30,000+ agencies, coaches, and consultants who are already reaping the benefits. Your clients will thank you, your sanity will thank you, and your bottom line will definitely thank you!

• Client Onboarding Funnels

  Simplify your onboarding process with a single link. No need for 5+ different softwares.

• Proposals & Contracts

  Create online professional proposals and bulletproof contracts ready to be signed online.

• Lead Management

  Organize leads, track interactions, and streamline communication for seamless client management.

• Invoicing

  Create online payment links for invoices and subscriptions.

• Client Portals

  Create a client portal to manage your clients (Chat, Files, Tasks, Notes, Links and more).

• AI Integration

  Enhance your work with AI to create tasks, generate replies or create new invoices.