FloTize started with a simple observation: professional service firms were managing complex client work from shared inboxes, spreadsheets, and sticky notes — with no single view of what was in progress, who was overloaded, or which clients were profitable.
Accountancy firms, law practices, financial advisors, and consultancies all face the same core problem: work arrives from multiple directions, gets managed across multiple tools, and nobody has a clear view of capacity, delivery, or profitability.
The large firms have had sophisticated workflow tools for years. We built FloTize to bring that same capability — with modern AI — to the small and medium professional service firms that power local economies. Not a generic CRM adapted for service work. A platform built from the ground up for how these firms actually operate.
FloTize is built on Microsoft Azure, uses GPT-4o for AI features, and integrates natively with Microsoft 365. It's designed to be set up in a day, not a month — and to pay for itself in the first month through faster responses, better margins, and less operational friction.
Not a generic CRM adapted for service work — a platform built from the ground up for how service businesses actually operate.
AI features in FloTize save real time on real tasks — not demos that look impressive but don't change your day-to-day.
Your client data stays in Azure's secure infrastructure. GDPR compliance is built in, not an add-on.
That's the FloTize philosophy. Capture every piece of work automatically and consistently. Prioritize it intelligently — with SLAs, capacity visibility, and client tier awareness. Then improve continuously — with data-grounded insights that make your firm more profitable and your clients better served.
Book a free 30-minute demo. We'll walk through your current intake process and show you exactly where FloTize reduces delays and improves profitability.
Book your free demo →