FloTize is a work operating system built specifically for professional service firms — not a generic CRM adapted for service work. Here's what that means in practice.
Work arrives by email, phone, client portals, and verbal requests — but there's no single view of what's in progress. FloTize fixes that. Shared inbox emails are automatically turned into trackable requests. Staff log work directly. Recurring jobs are auto-generated on the schedule you set.
Managers can't see true capacity or bottlenecks across the team when work lives in shared inboxes and spreadsheets. FloTize gives you a single view of every request — who owns it, where it stands, and whether it's at risk.
FloTize AI Draft draws on your own knowledge base, policies, pricing, FAQs, and engagement letters — so answers reflect how your firm actually operates. It's not a general-purpose chatbot. The more you use it, the more accurate it gets.
Quoting and pricing based on gut feel leads to undercharging for complex work and overcharging for simple work. FloTize gives you the data to get it right — and to improve over time.
Any team member can pick up a conversation with complete context — full history of every request, every response, every contact. Reach your entire client base, or a targeted subset, directly from the same records.
Compliance and audit trails shouldn't feel bolted on. In FloTize, data retention policies, GDPR right-to-erasure handling, and a full audit trail come as standard — giving you a documented, defensible process without extra effort.
Professional service firms lose significant time every week to manual intake, chasing follow-ups, and maintaining trackers. FloTize eliminates that friction — so your team focuses on the work that generates revenue.
Every email is read, classified, and turned into a tracked request automatically. No manual data entry. What used to take 15–20 minutes of admin per enquiry takes under 2.
Monthly bookkeeping, quarterly returns, annual reviews — auto-generated on the schedule you set. Work appears in your team's queue without anyone having to remember to create it.
Log time against specific requests and clients. See utilisation across your team. Identify which work types take longer than expected — and adjust your pricing or process accordingly.
Book a free 30-minute demo. We'll walk through your current intake process and show you exactly where FloTize reduces delays and improves margins.
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