FlowCRM AI

Understand the full FlowCRM AI workspace model, operating flow, and how teams move client work from intake to delivery.

Set up the product on production hosting with database, storage, mail, scheduler, and first admin workspace.

Upgrade the core application and optional addon modules without losing workspace or client data.

Install and manage addons such as AI Reports, AI Writer, Automations, and future workspace modules.

Understand Regular and Extended License usage for paid workspaces, subscriptions, and addon sales.

Monitor operations, client activity, active projects, approval queues, delivery status, and workspace signals.

Manage the full client layer: companies, stakeholders, portals, requests, communication context, and client activity.

Plan and deliver client work through workspaces, timelines, tasks, deliverables, and project-level visibility.

Run structured review workflows for internal QA, client feedback, approvals, changes, and signoff.

Store, organize, reuse, and deliver files, templates, brand materials, and project resources.

Create, review, export, and deliver performance reports for clients, projects, operations, and AI-assisted insights.

Monitor workspace activity, delivery movement, communication, automation, and day-to-day operational health.

Manage team members, roles, access levels, ownership, and permission boundaries across workspaces.

Configure subscription, billing, workspace settings, limits, identity, and account-level behavior.

Understand the client-facing portal used by customers to review projects, deliverables, approvals, files, reports, exports, and requests.

Configure server cron jobs, Laravel Scheduler, URL cron triggers, Artisan commands, and FlowCRM background tasks.

Manage the platform from the admin area, including dashboards, AI, users, content operations, finance, settings, and localization.

Review version history, release notes, update instructions, database changes, addon updates, and compatibility notes.