Running an agency is no easy task. You need tools to manage clients, track projects, send invoices, and communicate with your team. But using multiple platforms can slow you down, increase costs, and create unnecessary confusion.
Flozy claims to solve this problem. It’s an all-in-one platform that helps you handle clients, tasks, invoices, and payments in one place.
But does Flozy really live up to the hype?
In this guide, we’ll explore Flozy’s features, benefits, and potential downsides to see if it’s the right fit for you.
What is Flozy?
Flozy is an all-in-one agency management platform designed to simplify client interactions, invoicing, and workflow automation. It helps agencies handle their projects, payments, and team collaboration in one place.
With Flozy, you get a custom client portal where clients can access invoices, track project updates, and communicate seamlessly. You can also add your branding, ensuring a professional and consistent client experience.
Flozy Review: The Key Features
Here are some standout features of Flozy:
Website & Link-in-Bio Builder
Flozy lets you create a custom agency website to showcase your services. It includes a link-in-bio feature that connects your site seamlessly with social media accounts, helping you attract and convert leads.
Proposals & Contracts
Create professional proposals and contracts that clients can sign online. This feature simplifies onboarding and agreement processes, making client management smoother.
Client Communication Hub
Keep all client conversations in one centralized space. Flozy consolidates messages, links, files, and documents to ensure smooth and organized interactions between your team and clients.
Custom-Branded Client Portal
Flozy offers a fully customizable client portal where clients can access invoices, files, and project updates. It includes private and group chat channels to improve communication and client experience.
Lead Management
Track and manage leads with Flozy’s built-in CRM tools. You can organize leads, track interactions, and manage communication to convert prospects into clients faster.
Automated Invoicing & Payments
Generate and send custom invoices with ease. Flozy supports one-time and recurring payments via Stripe and PayPal, making billing and payment tracking hassle-free.
Task & Project Management
Manage marketing, sales, operations, and development tasks in one platform. You can assign and share projects with clients, though it lacks advanced task automation found in some competitors.
Mobile App
Flozy’s iOS and Android app lets you stay connected and manage tasks from anywhere. You can track ongoing projects, check payments, and communicate with clients effortlessly.
Calendar Booking & Scheduling
Flozy makes it easy to schedule and manage meetings with built-in calendar booking links. Stay on top of your commitments and never miss an appointment again.
How to Sign Up and Use Flozy
Setting up Flozy for your agency is simple. Follow these steps to get started and optimize your workflow.
Step 1: Create Your Flozy Account
- Visit Flozy’s website and click Sign Up.
- Enter your email, password, and confirm your password.
- You can also sign up using Google for a faster process.
Step 2: Choose a Subscription Plan
- Flozy offers two plans: Solopreneur ($49/month) and Pro ($89/month).
- The Solopreneur Plan includes 1 user, 10GB storage, and unlimited invoicing.
- The Pro Plan offers up to 5 team members, AI automation, and a white-label client portal.
- Start with the 14-day free trial before committing to a plan.
Step 3: Enter Your Business Details
- After selecting a plan, fill in details such as business name, username, and email.
- Setting a timezone helps you coordinate an activity or event
- This step helps personalize your workspace for a customized agency experience.
Step 4: Set Up Your Workspace
Step 3: Enter Your Business Details
- Navigate to Settings > Workspace to configure your agency profile.
- Add your business logo, contact details, and workspace preferences.
- Select Light Mode or Dark Mode based on your preference.
Step 5: Integrate Essential Apps
- Connect Google Calendar and Zoom under Settings > App Integration.
- This helps streamline meetings, scheduling, and workflow automation.
Step 6: Explore the Dashboard
- Once inside, the dashboard gives you access to:
- Clients – Manage client interactions.
- Tasks – Assign and track projects.
- Invoices – Automate payments.
- Chat – Communicate with your team.
Step 7: Add Clients & Manage Projects
- Head to the Clients tab and share link to add new clients or import a list.
- Under Projects, create and assign tasks to team members or clients.
Step 8: Automate Invoicing & Payments
- Navigate to Invoices and create one-time or recurring invoices.
- Connect Stripe for seamless payment processing.
Step 9: Customize Your Client Portal
- Set up a branded client portal where clients can track projects, invoices, and messages.
- This feature improves client engagement and reduces back-and-forth emails.
Step 10: Start Using Flozy on Mobile
- Download the Flozy app from the App Store or Google Play for on-the-go management.
- Use it to track tasks, communicate with clients, and manage invoices from anywhere.
Now, your Flozy account is fully set up! You can start managing your agency.
Flozy Pricing
Flozy offers two pricing plans designed to meet the needs of agencies at different stages. Here’s a detailed breakdown to help you choose the best fit.
Flozy Solopreneur Plan $49
Perfect for freelancers and small teams who need essential business management tools without added complexity.
- Price: $49/month
- Users: 1 (with up to 2 team members)
- Storage: 10GB
- Best For: Independent professionals and small teams looking to manage their workflow affordably.
Features Included:
- Unlimited clients, onboarding funnels, and proposals
- Task and project management tools
- Automated invoicing and payment tracking
- Built-in client communication hub
Flozy Pro Plan $89
Ideal for growing agencies that need advanced automation, branding, and team collaboration tools.
- Price: $89/month
- Users: 1 (with up to 5 team members)
- Storage: 100GB
- Best For: Agencies managing multiple clients, needing automation, and wanting a fully branded client experience.
Additional Features:
- White-label client portal for a professional experience
- AI-powered automation for tasks and invoicing
- Custom domain support
- Team chat and collaboration tools
- Advanced reporting and analytics
Add-ons: Extra team members for $12 per user/month
Which Plan Should You Choose?
- If you’re a freelancer or small business, the Solopreneur Plan gives you essential tools at an affordable price.
- If you’re an agency looking for scalability and automation, the Pro Plan offers more team features and customization options.
Flozy also offers a 14-day free trial, so you can test its features before committing.
Further Read: Flozy Pricing and Plans: Is Flozy Worth It or Overvalued?
Why Should You Get Flozy?
Managing an agency involves handling clients, projects, and payments, often across multiple platforms. Flozy brings these essential tasks into one user-friendly place, making your workday more efficient.
All-in-One Platform
Flozy combines client communication, project management, and billing, so you don’t need separate tools. This integration saves time and reduces the hassle of switching between apps.
Custom Client Workspaces
With Flozy, you can set up personalized spaces for each client. This feature enhances collaboration and keeps all client-related information organized and accessible.
Efficient Project Management
Flozy’s “Flows” feature lets you manage internal projects with ease. Keep all your project notes, tasks, and conversations in one place, ensuring nothing gets lost.
Secure File Sharing
Share files and documents directly within Flozy’s chat feature. This secure method keeps your important information in one place, enhancing team collaboration.
Mobile Accessibility
Flozy is available on both web and mobile platforms. Manage projects, communicate with your team, and track progress on the go, ensuring productivity wherever you are.
Drawbacks of Flozy
While Flozy offers a comprehensive platform for agency management, there are some areas where it may not meet all your needs:
- Learning Curve: As a new user, you might find Flozy’s extensive features overwhelming at first. It can take time to become comfortable with the platform and use it effectively.
- Notification Overload: Flozy tends to send numerous notifications, which can become distracting. Adjusting the settings to find a balance that suits you may require some effort.
- Limited Customization: The platform offers limited options for customization, which might not meet the specific needs of your agency. This could affect how well the software aligns with your existing workflows.
- Limited Scalability: Flozy’s pricing plans only support up to five team members on the highest plan. If you need more users, each additional member costs $12, which can get expensive quickly for larger agencies.
- Performance Issues: Some users have reported that Flozy can be laggy, especially on web browsers. This can hinder your efficiency and affect your overall experience with the platform.
User Experience of Flozy
Flozy is designed to make life easier for agency owners by putting client communication, project management, and billing all in one place. Here’s what users have to say about it:
Intuitive Interface
Flozy’s clean and simple design makes it easy to find what you need. Users like how they can manage clients, track projects, and send invoices without getting lost in complicated menus. The straightforward layout helps you get things done faster.
All-in-One Functionality
Users love having everything in one place. Flozy combines client chats, task management, and billing into one platform. This means you don’t have to switch between different apps to keep your work organized. It keeps everything connected, saving you time and effort.
Customer Support
Flozy’s support team is known for being quick to respond and ready to help. If you run into a problem or need help setting up, they’re there to guide you. Users appreciate this, especially when they’re learning the platform.
Mobile App Performance
While the desktop version works smoothly, some users have had issues with the mobile app. Problems like misaligned buttons and communication glitches have been reported. This makes the mobile experience less reliable than the desktop version.
Notification Management
Flozy sends a lot of notifications, which some users find distracting. You can adjust the settings, but it takes a little effort to find the right balance so you don’t miss important updates.
Flozy Reviews on Reddit: What Do Redditors Say About It?
Reddit users have shared mixed experiences about Flozy, pointing out both its benefits and drawbacks. Here’s a breakdown of what they’re saying:.
Positive Feedback
Many Redditors appreciate Flozy for bringing client management, project tracking, and communication tools into one platform. They like how it simplifies their workflow by reducing the need for multiple apps.
One user mentioned, “Flozy seems to have a more user-friendly interface. It removed all our workflow hassles, so at least get a demo and see if it fits your needs.”
Negative Feedback
Some Redditors have expressed concerns about certain aspects of Flozy. A user noted, “Moxie has almost every feature you could want, but doesn’t do it great. Flozy is similar in that regard.”
Additionally, there are discussions about the platform’s learning curve, with some users finding it challenging to navigate initially.
Room for Improvement
Reddit discussions suggest that while Flozy offers a lot of features, it could be more user-friendly. Some users want better navigation and faster performance. They believe that with a few tweaks, Flozy could be a more powerful tool..
In summary, Reddit users recognize Flozy’s efforts to provide a comprehensive solution for agency management. However, they also highlight areas where the platform could improve to meet user expectations better.
Our Review: What Do We Think About Flozy?
We’ve tested Flozy, and it’s a practical solution for agencies looking to manage clients, projects, and payments in one place.
It combines client communication, project management, and billing into a single interface, aiming to simplify your workflow.
One of the standout features is the customizable client portal. This allows you to create a branded space where clients can access updates, share files, and communicate directly with your team.
In terms of usability, Flozy offers an intuitive design that makes it easy to manage various aspects of your agency. The interface is easy to use, and setting up projects or sending invoices doesn’t take much effort.
Flozy makes invoicing simple and professional with customizable templates and support for 100+ currencies. Clients can pay via Stripe using credit cards, Apple Pay, Google Pay, and bank transfers.
However, there are some downsides. Some users have reported occasional bugs that make certain features feel unreliable.
Also, while Flozy offers affordable pricing, the highest plan only supports five team members. If you need a bigger team, extra seats cost $12 per user, which adds up fast.
Overall, Flozy is a solid choice for small to mid-sized agencies looking for an all-in-one platform. It covers the basics well, but if you need more advanced customization or better scalability, you might want to explore other options.
Top 3 Alternatives to Flozy You Should Look At
While Flozy offers solid features for agency management, there are other tools that provide more flexibility, scalability, and advanced capabilities. If you’re looking for Flozy alternatives that fit your agency’s needs, here are three great options:
| Feature | Flozy | AgencyHandy | SuiteDash | Zoho CRM |
| Starter Price | $49/ month | $49/month | $19/month | $14/user/month |
| Top Features | Website Buildingproposal and contract creationInvoicing and Payments | CRM (Leads + Clients)Order and task managementInvoicing and subscription | Integrated CRMAll-in-One business suiteCustomizable client portals | Comprehensive CRM featuresSales automationCustomizable modules |
| Client Portal | Yes | Yes | Yes | Yes |
| Payment Gateway | Stripe | PayPal, Stripe, Wise | Stripe, PayPal, Authorize.Net, Braintree | Stripe, Authorize.net, PayPal, Payflow Pro, Payments Pro,2Checkout |
| Task Management | Kanban boards, Calendar View, List View | Kanban boards,List View, task tracking, workflow visualization | Kanban Boards, Task dependencies | Kanban boards |
Agency Handy vs Flozy
Agency Handy is a feature-rich agency management platform designed to handle client collaboration, service sales, and payments more effectively than Flozy.
One of its biggest advantages is the multi-package service catalog. You can create different service packages, allowing clients to choose the best option for their needs. This makes it easier to sell services without manual discussions.
Customize your entire workspace by adding your brand colors, logo, custom domain, and email settings. Unlike Flozy, which offers limited branding, Agency Handy lets you create a fully branded client experience.
For onboarding, Agency Handy offers custom intake, allowing you to gather detailed client information upfront. Unlike Flozy, these forms are fully customizable, making them more flexible for different agency needs.
Once clients are onboard, you can convert orders into structured tasks and set deadlines. Flozy offers basic task tracking, but Agency Handy gives you more control over workflows and team collaboration.
When it comes to payments, Agency Handy supports split payments, upfront billing, and recurring invoices. Unlike Flozy, which is still working on PayPal integration, Agency Handy already offers Stripe, PayPal, and Wise for secure transactions.
With the built-in ticketing system, you can efficiently assign tickets, track issues, and respond to concerns in Agency Handy. This feature is not available in Flozy.
Flozy covers the basics, but Agency Handy provides a more complete solution.
SuiteDash vs Flozy
SuiteDash combines CRM, project management, invoicing, and automation into a single tool. Unlike Flozy, SuiteDash offers deeper branding options, making it a great fit for businesses that want a professional and seamless client experience.
One of SuiteDash’s biggest strengths is its white-labeled client portal. You can fully customize the portal, dashboard, and login pages to match your brand. This creates a cohesive client experience, something that Flozy doesn’t offer at the same level.
Another key feature is Dynamic Dashboards, which allow you to assign custom dashboards to team members and clients. You can control who sees what, helping you personalize the experience based on roles and priorities.
Beyond client management, SuiteDash includes workflow automation that helps businesses streamline repetitive tasks. You can set up automated email sequences, invoicing reminders, and task triggers to save time and improve efficiency.
SuiteDash is also more affordable than Flozy, with lower pricing and deeper customization.
Further Read: Top 11 SuiteDash Alternatives to Manage Your Business
Zoho CRM vs Flozy
Zoho CRM is another excellent alternative, especially if your agency prioritizes sales tracking and client relationship management over project execution.
A standout feature is its AI-powered assistant, Zia, which helps businesses predict sales trends, score leads, and recommend the best times for follow-ups. This ensures better client engagement and higher conversion rates.
Zoho CRM also integrates multiple communication channels in one place. You can manage emails, phone calls, live chat, and social media interactions without switching between apps. This makes customer interactions more seamless and organized.
Additionally, Zoho CRM supports 500+ integrations, including Google Workspace, Slack, and Mailchimp. If your agency relies on external tools for marketing and sales, Zoho CRM offers better connectivity than Flozy.
While it lacks a dedicated client portal, its workflow automation and powerful reporting make it an excellent tool for agencies looking to improve their sales process.
Final Words
Flozy is a good choice if you need a simple way to manage clients, projects, and invoices. It keeps everything in one place, which helps you stay organized and communicate better with clients.
But Flozy has its limits. It doesn’t offer advanced customization, real-time chat, or flexible payment options. If you need more control over project management, service catalogs, or workflow automation, it might not be enough.
Agency Handy is a better option if you’re looking to grow. It offers custom client portals, split payments, and Kanban project tracking. It also gives you more ways to upsell and expand your services.
FAQs
Does Flozy offer a mobile app?
Yes, Flozy has a mobile app for iOS and Android. You can manage clients, projects, and invoices from your phone, but some users have noted limited functionality compared to the desktop version.
Is Flozy suitable for large teams?
Flozy is best suited for freelancers and small agencies due to its team size limits and pricing structure. Larger agencies may find it restrictive, especially since adding more team members increases costs significantly.
Flozy’s Pro Plan allows up to 5 team members and additional users cost $12 per month each. If your agency requires more team members without extra charges, Agency Handy may be a more scalable option.
Does Flozy offer contract management and e-signatures?
Flozy allows users to create and send proposals, but it does not include built-in contract signing or e-signature support. You may need to use external tools to handle client agreements.
Is Flozy a good fit for marketing agencies?
Flozy works for general service-based businesses and agencies, but it lacks a service catalog, advanced automations, and detailed project workflows. If you need custom service offerings, order management, and built-in team messaging, you need to look for alternatives.
