Know the person, not just the company.
Every client contact, freelancer, stakeholder, and supplier — with full history, follow-up tasks, and a direct link to their projects. No more starting conversations from scratch.
You know your clients. Your tools don't.
Most teams don't lose relationships because they don't care. They lose them because the information is scattered, the follow-ups slip, and nobody knows who talked to whom last.
Who spoke to them last?
No shared history means every team member starts fresh. Context gets lost, and clients feel like they have to repeat themselves.
Contact info scattered everywhere
Business cards in a drawer. LinkedIn connections. A spreadsheet someone made in 2021. Phone notes. Nothing is in one place.
Same contact, three different records
Duplicates build up fast. Sales adds them. Project manager adds them again. Finance adds them a third time under a different name.
Clients are stuck outside your tools
You manage their project internally, but they live in email. There's no shared space where a contact can see what's happening.
No way to segment or find the right people
You can't quickly find all contacts in a certain region, on a specific retainer, or that haven't been contacted in 60 days.
B2C contacts don't fit in a B2B CRM
If you work directly with individual people — not companies — most CRMs make it awkward. FlowQi supports both natively.
A contact profile that holds the full picture
Not just a name and an email. Every contact in FlowQi has a complete record — history, tasks, projects, and billing — all in one place.
Complete Contact Profiles
Name, role, email, phone, social links, notes, and custom fields — every detail about a person in one clean view.
Activity Timeline
Every call note, email log, task, and project update in chronological order. See the full history of any relationship at a glance.
Follow-up Tasks on the Contact
Create tasks directly on a contact record. Set a date, assign a teammate, and never lose track of who needs a follow-up.
Custom Fields
Track what matters to your business: contract type, preferred language, birthday, renewal date. Fully customisable per contact.
B2B & B2C in One Database
Link contacts to their company for B2B work. Or manage individual consumers without a company link for B2C. Both in one place.
Smart Search & Saved Filters
Find any contact instantly. Build saved filters: all active clients, all contacts in Amsterdam, everyone with an open invoice.
Tags & Segments
Tag contacts by campaign, service type, or lifecycle stage. Segment smarter — for outreach, reporting, or follow-up planning.
Linked to Projects & Invoices
See which projects a contact is part of, how many billable hours are attributed to them, and their full invoice history.
Give contacts a window into their project
Invite any contact as a project collaborator. They see their project, their files, and their tasks — without needing a full FlowQi account.
- No extra seat cost — included for all plans
- Clients see only what you share with them
- Review and approve deliverables in one place
- Reduces update emails and status calls
Invite any contact into a project — for free
When you start a project in FlowQi, you can invite any contact as a client collaborator. They get their own view: project progress, shared files, and task updates — without becoming a full FlowQi user. No extra seat cost. No separate portal tool. Just a shared workspace your clients actually want to use.
- Invite directly from the contact record
- Clients see only their own project
- Share files, updates, and approvals
- Included — no extra seat cost
Pick up every conversation exactly where it left off
The activity timeline on each contact shows every interaction your team has ever had — notes from calls, logged emails, completed tasks, and project updates. New team member? They're up to speed in under 5 minutes. Coming back to a contact after 6 months? Everything is there. No more 'I think Sarah handled that' moments.
- Shared across your entire team in real time
- Log calls, emails, and meetings manually
- Tasks and project activity auto-added to the timeline
- Filter by type — show only calls, only tasks, only notes
No tiers. No upsells. Pay only for what your team actually uses.
Most tools lock contact management behind a CRM add-on or a higher plan tier. FlowQi gives every user full access to Contacts from day one — no upgrade required.
A contact that connects to the whole picture
In FlowQi, a contact isn't just a profile. It's the starting point for projects, time tracking, and invoicing — all linked, all visible from one record.
Contact
Full profile, activity timeline, follow-up tasks, and custom fields.
Project
See all projects this person is part of. Invite them as a client collaborator.
Time
Billable hours tracked per contact and organisation. See what's been invested.
Invoice
Create invoices directly from a contact's billable time. One click, fully connected.
Teams that switched to FlowQi don't go back
The activity timeline alone saved us. New team members are up to speed on any client contact in under 5 minutes. We stopped losing context completely.
We work with both business clients and individual consumers. FlowQi is the first tool that handles both without any workarounds or separate databases.
Inviting clients directly into their project from a contact record changed how we work. They see progress, we skip the weekly update email. Everyone wins.
Common questions about FlowQi Contacts
What is the difference between Contacts and Organisations in FlowQi?
A Contact is an individual person. An Organisation is the company they work for. You can link multiple contacts to one organisation — but contacts can also exist on their own, without any company link. This makes FlowQi work for both B2B teams (who manage companies and the people in them) and B2C businesses (who work directly with individual consumers).
Can B2C businesses use FlowQi Contacts?
Yes. If you work directly with individual people — consumers, patients, homeowners, individual subscribers — you can manage them as standalone contacts with no organisation link. FlowQi supports both B2B and B2C contact structures in the same database.
How does the client collaborator feature work?
From any project in FlowQi, you can invite a contact as a client collaborator. They get a link and access to a filtered view of the project — progress, files, and tasks — without needing a full FlowQi account. There is no extra seat cost for you.
Is there a limit to how many contacts I can store?
No. FlowQi does not cap your contact records. You can store as many contacts and organisations as your business needs, on every plan.
Can my whole team see the same contact history?
Yes. The activity timeline on every contact is shared across your entire workspace in real time. Every note, task, and project update is visible to all teammates — so no one ever has to ask 'who last spoke to this person?'
Do I need to buy an add-on to use Contacts?
No. Contacts and Organisations are standard apps included for every FlowQi user at no extra cost. There are no CRM add-ons, no plan upgrades required, and no per-seat charges for the contact database, timeline, or custom fields.