Operational CRM for creative teams

Client work, sales pipeline and production in one flow.

ON.FLOW CRM helps teams manage relationships, opportunities, proposals, contracts, production tasks, finance and meetings from a single private workspace.

Open ON.FLOW CRM View Google data use
Role-based access Client timeline Audit-ready workflows
ON.FLOW CRM Company workspace
Admin
18Active opportunities
7Projects in production
12Upcoming meetings

Briefing

Campaign discoveryClient and scope mapped
Brand videoProposal in progress

Negotiation

Monthly content planContract review
Product launchMeeting scheduled

Production

Editing queueTasks assigned
Financial follow-upPayment pending

Built for the work that happens after the first contact.

The platform organizes the path from lead to delivery, keeping commercial, operational and financial context connected around each client.

Contacts and opportunities

Centralize clients, leads, partners, pipeline stages, proposals and follow-ups.

Production and tasks

Track projects, recurring work, deadlines, delivery status and internal responsibilities.

Proposals and contracts

Create commercial records, connect budgets, contracts and client history.

Finance visibility

Connect payments, receivables, budgets and sensitive financial access controls.

Team permissions

Admins can configure user roles and area-based access for safer collaboration.

Client timeline

Keep meetings, emails, proposals, contracts and actions readable in context.

Google integrations are optional and user-controlled.

ON.FLOW CRM requests Google access only when a user chooses to connect a Google Account from inside the app. Users can disconnect their account at any time.

C

Google Calendar

Create meetings from the CRM, invite clients or teammates and keep the meeting linked to the related client or opportunity.

G

Gmail

Synchronize email metadata and snippets related to CRM contacts, helping users understand recent communication history.

D

Drive and Sheets

Support file and spreadsheet workflows used by the workspace when the user authorizes the required Google scopes.

ON.FLOW CRM does not sell Google user data, does not use it for advertising and does not transfer it except as needed to operate user-requested features and infrastructure.

Access the CRM workspace

Authorized users can sign in to manage clients, projects, meetings and operations.

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