Add each client’s retainer with its scope, rates and limits.
2
Plan the team
Book account, creative and freelance people onto campaign roles.
3
Track and bill
Logged hours update burn, alerts and draft invoices.
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
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 utilisation, 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
Live
Burn and invoices update as work is logged
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
Live
Pacing dashboards update with delivery and budgets
Media KPIs sit next to approvals, budgets, and billing rules
Alerts fire when spend, deliverables, or burn move off plan
Creative bandwidth is guesswork?
Producers staff briefs on gut feel, and nobody checks afterwards whether the plan held, so the same over-runs repeat on the next campaign.
Book creatives onto campaign roles in Flowtly Resourcing, then open Actuals to set the plan against the hours each person reported. Variance shows per person and week, the breakdown shows which project absorbed the extra time, and utilisation separates billable from non-billable hours.
Actuals
Per week
Variance per person and week
Unreported hours shown as their own line
Billable and non-billable hours split per person
Freelancers briefed before the client NDA is signed?
Campaign briefs reach freelance designers and copywriters by email, and nobody can say who signed the client’s NDA before seeing unreleased work.
Send the client’s NDA to every freelancer on the campaign for e-signature before the brief goes out. Each signs from an emailed link with a one-time code and needs no Flowtly account, and the Signatures list shows which agreements are sent, partially signed, completed, declined or expired.
Freelancer NDAs
OTP
Freelancers confirm a one-time code sent by email
Signing status for every freelancer on a campaign
Sealed PDF and audit certificate to show the client
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.
Campaign kickoffs created from a project template, every task dated from launch.
Campaign ops
Keep briefs, approvals, and budgets in sync
Creative, accounts, and operations share one control centre for scope, capacity, and reporting.
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 see utilisation and capacity by person and role?
Yes. Resourcing shows each person’s booked load against their own contracted week, with approved leave taken out, and each project’s roles show whether they are covered. Actuals then compares planned with reported hours and splits billable from non-billable time.
How does Flowtly handle contractor access/NDAs?
Send each contractor’s NDA for e-signature from the Signatures page. They sign from an emailed link after confirming a one-time code, without a Flowtly account, and the list shows who has signed, who declined and which requests expired. Every completed NDA comes back as a sealed PDF with an audit certificate.