Your 9am,
already
sorted.
Every morning, Flowtus ranks your clients by urgency. Open your laptop and you already know who to call, who's going cold, and where the money is moving — before anyone asks.
200+ advisors start their morning here
Today's Focus
6 clients need attention
No contact in 8 days · Mortgage application
Waiting 2 documents · Insurance
Bank offer ready · Approval stage
New intake · Needs qualification
Without a morning list, you're guessing. And guessing costs deals.
A client went cold while you were busy — you found out when they called someone else
Consequence
Missed commission: $5,000–$50,000
AI churn alert 48h before you'd have noticed
You spent your first hour deciding who needs attention today
Consequence
Slower closes, wrong priorities
Morning priority list ranked before you wake up
Three clients called you for status updates before lunch
Consequence
Two hours gone, no deals moved
Client portal they check themselves
Import once. Let it watch. Open at 9am.
Import your clients once
Upload via CSV, HubSpot, or Google Contacts — or add manually. Average setup: 12 minutes. No configuration required. The AI starts watching from day one.
Flowtus watches your pipeline overnight
While you're offline, the AI scores every client on last contact, email activity, deal velocity, and stage stall time. If something needs attention, it rises to the top of your 9am list.
Open at 9am. Know who to call.
Your morning list is ranked and ready. Work through it, share a status link with each client so they stop calling you, and log commissions as deals close. Repeat tomorrow.
Everything you need to own your day. Nothing you don't.
One screen replaces your spreadsheet, your reminder app, your status-update calls, and that nagging feeling you've forgotten someone.
Pipeline Kanban
Where every client stands — at a glance
Drag-and-drop stages, custom fields, configurable workflow. Every client's position, every deal's status — visible from the moment you open your laptop. No more digging through spreadsheets to find out where things are.
Lead
In progress
Approval
Closed
AI Momentum Scoring
Who to call first. Ranked overnight.
The AI works while you sleep — scoring clients on last contact, email activity, deal velocity. Your 9am list is built before you open your laptop. If a deal is going cold, it's at the top.
Client Portal
Clients check their own application status without calling you. Share one link — they self-serve. Your mornings stay uninterrupted.
Zero status calls before noon
Branded Intake Form
Website visitors fill in your intake form overnight. By 9am they're already in your pipeline, qualified and ready to work.
New leads while you slept
Commission Tracking
Log expected and received commissions per deal. Open Flowtus and see exactly what you've earned, what's closing this week, and what's still outstanding.
Immutable Audit Log
Every action timestamped and locked. Full GDPR compliance trail for every client interaction.
Automation Rules
Set triggers: when a client reaches a stage, send a follow-up reminder. Runs automatically. Team plan.
API & Webhooks
Connect Flowtus to Zapier, Make.com, or your own systems via the REST API. Team plan.
Built for advisors. Not retrofitted.
Pipedrive and HubSpot are built for sales reps. Flowtus is purpose-built for advisors managing long-term client relationships.
FlowtusReal advisors. Real mornings.
"I had three clients going cold in the same week. Flowtus's morning alert saved all three. In the first month alone, it paid for an entire year's subscription."
Peter K.
Independent Financial Advisor · 5 yrs
"The client portal alone eliminated 80% of my status calls. I reclaimed 6–8 hours a week. That's time I now spend on actual deal work — not explaining where things stand."
Martin V.
Mortgage Broker · 12 yrs
"Switched from a spreadsheet I'd been maintaining for 7 years. Import took 8 minutes. I was completely up and running by end of day one. I wish I'd done it 3 years earlier."
Susan H.
Insurance Advisor · 9 yrs
One saved deal pays for the whole year
14-day free trial · No card needed · Export your data any time
Solo
Billed annually: $468/yr
1 advisor · up to 250 clients
One saved deal covers the full year
- Pipeline kanban
- Brand filter for lead sorting
- Client portal
- AI next-step suggestions
- Audit log (GDPR)
- CSV import & export
Team
Most popularBilled annually: $948/yr
Up to 5 advisors · unlimited clients
One extra deal per quarter = covers the year
- Everything in Solo
- AI momentum scoring
- Automation rules
- API access & webhooks
- Commission tracking & reports
- Priority support + onboarding
Growth
Billed annually: $1,908/yr
Up to 15 advisors · white-label
Custom domain · dedicated account manager
- Everything in Team
- Custom domain (branded portal)
- Custom workflow templates
- Dedicated account manager
- Migration & onboarding assistance
Integrations
Common questions
How quickly can I get started with Flowtus?
Most advisors are fully set up in under 12 minutes. Import clients via CSV, configure your pipeline stages, and the AI starts working immediately. You get your first morning focus list the next day.
What makes Flowtus different from Pipedrive or HubSpot?
Pipedrive and HubSpot are built for sales teams closing many small transactional deals. Flowtus is purpose-built for advisors managing long-term client relationships where a single missed follow-up can cost $5,000–$50,000. It includes built-in commission tracking, a branded client portal, and compliance tools you'd pay extra for elsewhere.
Is my client data safe and GDPR-compliant?
Yes. All data is encrypted at rest and in transit (TLS 1.3). Row-level access control ensures each advisor only sees their own clients. Full audit trail with timestamps on every interaction. GDPR data processing agreement available on all plans.
Can I import my existing clients?
Yes. We support CSV import (from Excel, Google Sheets, or any CRM), HubSpot import, and Google Contacts sync. The import wizard maps your columns to Flowtus fields. Average import time: under 5 minutes.
What happens to my data if I cancel?
Your data is always yours. Export to CSV at any time during or after your subscription. After cancellation, your workspace moves to read-only mode — we never delete your data.
Is the pricing per seat or per workspace?
Per workspace, not per advisor. Solo includes 1 advisor seat, Team includes 5, and Growth includes 15. You never pay per-seat within a plan — add all your colleagues without costs spiralling.