Floogos for Professional Services
Automate client onboarding, project handoffs, invoicing and reporting with Floogos — connect CRM, accounting and productivity tools, no code.
Agencies and professional services teams lose hours moving data between CRM, project tools, spreadsheets and accounting. Floogos automates the handoffs so client work starts faster and nothing falls through the cracks.
Common challenges
Client data re-entered across CRM, project and billing tools
Won deals not handed off to delivery
Reports built manually from many sources
How Floogos helps
Deal-to-delivery handoff
A won deal in the CRM creates the project, tasks and client record automatically, so delivery starts immediately.
Automated invoicing
Generate and send invoices from project milestones and sync them to your accounting tool.
Reporting on autopilot
Pull data from your tools into a dashboard or spreadsheet on a schedule, with no manual exports.
Integrations for this industry
Frequently asked questions
Can Floogos connect our CRM and accounting?
Yes. Floogos orchestrates CRM, accounting, project and productivity tools into a single automated flow.
Do we need technical staff to set it up?
No. It is no-code first, with an AI assistant that can build workflows from a plain description.
Automate your Professional Services operation
Start free or book a demo tailored to your industry.