📥
Leads Pipeline
Capture and organize opportunities with statuses like New, Qualified, Contacted, Proposal Sent, Won, and Lost.
Premium WordPress Workflow System
Run the full client journey inside one polished dashboard.
Capture leads, send proposals, track deposits, manage projects, open a client portal, deliver files, collect approvals, and keep everything organized without leaving WordPress.
Lead → DeliveryOne connected workflow
Client PortalMessages, uploads, approvals
Setup WizardFast onboarding inside WP
Leads
128
+18% this month
Active Projects
24
6 in portal review
Lead
Proposal
Deposit
Project
Approval
Recent Leads
- Northlane StudioProposal Sent
- Nova ClinicQualified
- Vertex AgencyWon
Portal Activity
- File uploaded2 min ago
- Client approvedToday
- Deposit receivedToday
Built for freelancers, agencies, consultants, and service businesses
Lead CRM
Proposal Builder
Payments
Projects
Client Portal
Approvals
Everything Connected
Detailed features that make FlowDesk feel like a real SaaS product inside WordPress
No patchwork plugin stack. No scattered workflow. Just one premium system that takes a client from first contact to final delivery.
🧾
Proposal System
Create professional proposals with pricing, items, deposit amount, review links, and PDF output.
💳
Deposit-First Payments
Track pending and paid deposit records connected to the proposal and project lifecycle.
🗂️
Project Workspace
Manage secure portal links, statuses, start dates, due dates, milestones, tasks, and project activity.
🛡️
Secure Client Portal
Give every client a premium frontend workspace for updates, uploads, downloads, activity, and collaboration.
✅
Deliverables & Approval
Present work clearly, capture approval, collect revision notes, and keep the full history in one place.
⚙️
Setup Wizard
Configure required pages, company settings, and public workflow endpoints without digging through the code.
🔐
Role-Based Access
Control who can access the plugin while keeping the experience clean for admins and internal teams.
Suggested Workflow
From lead capture to final approval in 6 clean steps
FlowDesk is built around a service-business flow, not around disconnected admin screens. That makes it easier to sell, onboard, deliver, and close projects professionally.
1. Capture LeadCreate or receive a new lead through forms or manual entry.
2. Send ProposalPrepare scope, pricing, and deposit request in a clear client-facing format.
3. Confirm PaymentTrack deposit status and keep financial visibility tied to the workflow.
4. Start ProjectConvert work into an active project and share secure portal access.
5. Deliver WorkUpload files, send updates, and organize downloads, tasks, and milestones.
6. Approve & CloseCollect approval or revision requests and keep the delivery history intact.
Why it feels premium
Not just another admin plugin screen
- Connected modules instead of isolated pages
- Frontend client portal experience included
- Proposal → Payment → Project continuity
- Built for real agency and freelance delivery flow
- Documentation, support, and demo-ready presentation
Need help before purchase?
Check the documentation or message the Girsy support team on Telegram.
Want to test it right now?
Open the live demo page and jump into the FlowDesk experience with instant access.
Common Asked Questions
Answers your buyers usually want before they purchase
What kind of businesses is FlowDesk made for?
FlowDesk is ideal for freelancers, agencies, consultants, studios, and service businesses that need a smoother way to handle clients, proposals, payments, projects, and delivery inside WordPress.
Does it include a client portal?
Yes. The client portal is one of the core parts of the product. It gives clients a secure place to review updates, upload files, download deliverables, track milestones, and approve work.
Can I use it for proposal and deposit workflow?
Yes. FlowDesk supports proposal creation, public review pages, PDF output, deposit tracking, and a direct path into project delivery after approval.
Is there documentation and support?
Yes. You already have a public documentation page, and Telegram support can be linked directly from the landing page for faster buyer confidence.
Can I try the demo without asking for credentials?
Yes. The included demo system package supports instant access through a dedicated demo account with reset logic that protects the rest of the WordPress site.
Ready to ship a serious product page?
Present FlowDesk like a premium SaaS tool, not just a plugin.
Use the landing page, demo page, documentation, and protected demo flow together to give buyers a stronger first impression and a cleaner purchase path.