Scale retainers, media production, and creative ops with one connected system.
Faster approvals for campaigns and deliverablesLift in clarity around billable utilizationHours saved consolidating performance reports
For agencies
Keep briefs, budgets, and squads in one flow
Flowtly replaces scattered decks and spreadsheets for account, creative, and finance. Track entitlements, approvals, assets, and billing in one system so every campaign stays on plan.
Run retainers, campaigns, and studio work with shared approvals and limits
Keep briefs, assets, and revisions tied to budgets and burn alerts
See capacity and margins by channel or squad before overcommitting
Agency insight
Agencies linking scopes to capacity cut overburn by 18%
When retainer entitlements and creative capacity live together, producers flag overages early and finance invoices faster—protecting margins.
Source: IPA Agency Benchmark, 2024.
What Flowtly does for you
Capabilities matched to how your industry actually works
Manage campaigns and retainers
Keep briefs, approvals, and time tracking in sync so account managers and creatives stay aligned.
Real-time insights into utilization, budgets, and margins help you make staffing decisions faster.
Integrate your existing stack
Sync Flowtly with ad platforms, CRM, and accounting to eliminate manual reconciliation.
Flowtly playbooks for your industry
Pick an operational challenge and see how teams solve it with Flowtly.
Retainers and actuals drift apart?
Retainer entitlements live in decks, while producers track tasks elsewhere and finance reconciles hours at month end—so no one spots over-delivery until margin slips.
Flowtly codifies retainers with deliverable limits, rate cards, and change rules. As producers log work, burn, allocations, and invoices update automatically so AMs, finance, and clients see the same numbers.
Retainer guardrails
+18%
Margin preserved
Retainer limits, approvals, and change requests tracked in one place
Burn, invoices, and staffing update instantly when scope shifts
Media pacing isn’t tied to delivery?
Spend, creative throughput, and client approvals live in different systems, so pacing calls rely on screenshots and stale spreadsheets.
Flowtly pairs media KPIs with delivery status and budgets. Dashboards show pacing against scope, required approvals, and billing triggers so AMs act before underspend or overburn hits invoices.
Pacing cockpit
15 min
Report refresh time
Media KPIs sit next to approvals, budgets, and billing rules
Alerts fire when spend, deliverables, or burn move off plan
Creative bandwidth is guesswork?
Producer gut-feel drives resourcing because work type, channel mix, and seniority aren’t tied to a central plan.
Use Flowtly workloads to model briefs by channel and role. Capacity auto-updates from time tracking and bookings, so you see which squad or skill hits limits before saying yes to changes.
Capacity radar
+12%
Utilization accuracy
Channel-specific briefs translate into role and skill demand automatically
Bookings and time tracking feed live "who’s at capacity" signals
Contractor access and NDAs scattered?
Freelancers join via chat, get tool access ad hoc, and no one tracks NDA status or offboarding—risking leaks and compliance gaps.
Onboard contractors in Flowtly with NDAs, asset checklists, and time-boxed access tasks. Offboarding workflows revoke credentials, collect files, and log history so legal and ops stay covered.
Contractor playbook
100%
Onboarding completeness
NDAs, access, and asset checklists bundled per contractor or squad
Offboarding revokes credentials and archives approvals with history
Agency Growth Stack
Pitch, deliver, and bill without losing the thread
Flowtly connects pipelines, briefs, production boards, and invoicing so client teams stay aligned.
Briefs to delivery to invoicing in one workspace.
Retainers and campaigns tracked with margin alerts.
Client-ready reporting that’s always in sync.
Campaign ops
Keep briefs, approvals, and budgets in sync
Creative, accounts, and operations share one control center for scope, capacity, and reporting.
FAQ
Do you have any questions?
We have collected answers to the most frequently asked questions. If you don't find the answer to your question, contact us - we'll be happy to help!
Can we combine retainers and production projects?
Model retainers alongside production scopes, allocate hours or budget by channel, and monitor burn per client with live warnings.
How do creatives log time and deliverables without friction?
Use lightweight timers, checklists, or Slack commands. Flowtly attaches files and approvals automatically so producers never chase status.
Does Flowtly pull performance data for reporting?
Connect ad platforms or BI dashboards via API. KPIs appear next to scope and budgets so account teams discuss results with the right context.
Can Flowtly track both retainers and project-based work?
Yes. Run retainers with entitlements next to fixed-fee or production projects. The same approvals, time tracking, and billing rules keep AMs and finance aligned.
Can we forecast utilization by channel/team?
Yes—once you capture current work. Flowtly rolls time tracking and bookings into channel- and role-based capacity so you see when squads hit limits before overpromising.
How does Flowtly handle contractor access/NDAs?
Contractor NDAs, credentials, and access tasks live in one checklist. You get a full history of who signed, which tools they received, and when access was revoked.
What do our customers say about Flowtly?
Since implementing Flowtly, we can conveniently monitor our resources and their usage. Additionally, shared company resources are accessible to everyone for reservations, helping to avoid misunderstandings and enhancing the comfort of hybrid work.
CBRE
Industry
Technology
Employees
1500+
Flowtly has been essential in organizing our internal processes. It helped us gather and analyze vital information from various sources in one place. Thanks to Flowtly, we eliminated the need for multiple systems, making our administration team’s work more efficient and comfortable.
Primotly
Industry
Technology
Employees
50+
Thanks to Flowtly, we were able to automate key business processes, significantly increasing our efficiency and saving time. We especially appreciate the budget and cost management module, which helps us better control expenses and optimize costs.