FlowQi Help Center
Step-by-step guides for every part of FlowQi — projects, CRM, time tracking, invoicing and your account settings.
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0 guides
What FlowQi is made of, how the parts connect, and how to set up your account.
Circles (Workspaces)
3 guides
How circles work as team workspaces in FlowQi, and how to switch, create, and control what each one contains.
CRM
4 guides
Manage contacts and organizations, and group them with labels and segments.
Project Management
6 guides
Plan projects, manage tasks, and work on boards and project views.
Time & Resource Management
6 guides
Track time, plan capacity, manage skills and bookings, and connect hours directly to projects and billing.
Financial Management
3 guides
Create invoices, track invoice status, and manage a catalog of reusable services.
Admin & Settings
7 guides
Manage users, teams, roles, billing, and organization-wide settings in one place.
Account & Access
3 guides
Sign in securely, set up your account and workspace, and find your way around the dashboard.
What's new
The latest updates and improvements in FlowQi.