Order to cash - Capability
Client Management
Discover the future of client management with Flowie : collect and centralize all the information in our intuitive database, unlock team collaboration on key decisions, secure your client with our integrated risk assessments... You can even let your clients onboard themselves through their Client Portal.
Centralize all client data and documents in one place
Ensure internal collaboration on client decisions
Simplify data collection with our Client Portal
Gain access to comprehensive client risk assessments
Manage all your contracts within one platform
Centralize all client data and documents in one place
Flowie lets you collect and manage all your client detailed informations within a single intuitive database. Get a clear overview of your clients key data (business, legal, risk, spend...) with our comprehensive dashboard that you can filter, sort, export...
Ensure internal collaboration on client decisions
Unlock collaboration on client decisions between all your teams : procurement, finance, legal, IT & security... Gain transversal visibility and ensure involvement at the right moment for global collaboration efficiency.
Simplify data collection with our Client Portal
Collect all the necessary information directly from your clients through an intuitive Client Portal : business information, contracts and documents, tax ID, payment details... Our easy to adopt portal centralizes all communications with your client.
Gain access to comprehensive client risk assessments
With Flowie, you can monitor client risk in a instant. We integrate third-party risk checks, scores and flag responses.
Manage all your contracts within one platform
Collect and centralize all your client contracts and records within Flowie. We extract the informations for analysis, and to unlock searching capability.
Integrate Flowie seamlessly with all your tools.
Accounting software, ERPs, HRIS, CRMs, banks, budgeting...
Use our open API to build your own integrations.
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