FlowCRM AI
Client workspaces, projects, approvals, deliverables, AI reports, automations, delivery tracking, and SaaS controls for modern agencies.
Guides for FlowCRM AI
Pick a topic below. Each guide is focused, searchable, and easy to return to later.
Overview
Understand the full FlowCRM AI workspace model, operating flow, and how teams move client work from intake to delivery.
Installation
Set up the product on production hosting with database, storage, mail, scheduler, and first admin workspace.
Upgrade Version
Upgrade the core application and optional addon modules without losing workspace or client data.
Marketplace
Install and manage addons such as AI Reports, AI Writer, Automations, and future workspace modules.
Extended License
Understand Regular and Extended License usage for paid workspaces, subscriptions, and addon sales.
Dashboard
Monitor operations, client activity, active projects, approval queues, delivery status, and workspace signals.
Clients
Manage the full client layer: companies, stakeholders, portals, requests, communication context, and client activity.
Projects
Plan and deliver client work through workspaces, timelines, tasks, deliverables, and project-level visibility.
Reviews
Run structured review workflows for internal QA, client feedback, approvals, changes, and signoff.
Assets
Store, organize, reuse, and deliver files, templates, brand materials, and project resources.
Reports
Create, review, export, and deliver performance reports for clients, projects, operations, and AI-assisted insights.
Operations
Monitor workspace activity, delivery movement, communication, automation, and day-to-day operational health.
Team
Manage team members, roles, access levels, ownership, and permission boundaries across workspaces.
Settings
Configure subscription, billing, workspace settings, limits, identity, and account-level behavior.
Client Portal
Understand the client-facing portal used by customers to review projects, deliverables, approvals, files, reports, exports, and requests.
Crons
Configure server cron jobs, Laravel Scheduler, URL cron triggers, Artisan commands, and FlowCRM background tasks.
Admin Workspace
Manage the platform from the admin area, including dashboards, AI, users, content operations, finance, settings, and localization.
Changelogs
Review version history, release notes, update instructions, database changes, addon updates, and compatibility notes.