Everything you need to run
a client-centred business

From the moment an enquiry arrives to the day the invoice is paid — FloTize has it covered.

AI Email Ingestion

Your inbox, working for you

Connect your business email and FloTize automatically reads every incoming message. AI classifies the enquiry, extracts the client's name, phone, and address, and creates a new tracked request — all within minutes of the email arriving.

  • Connects to Microsoft 365 and Outlook mailboxes
  • AI filters out newsletters, auto-replies, and spam
  • Extracts contact details automatically
  • Replies from clients link back to the original request
  • Monitor up to 5 mailboxes per account
New request created
James O'Brien
Requesting a quote for annual accounts review
Accounting Email AI: 97% confidence
✓ Created automatically from incoming email
Workflow Management

Table view or Kanban — your choice

See every request in a flexible table or drag-and-drop Kanban board. Filter by category, assignee, client, tier, or date range. Sort, search, and bulk-manage your entire pipeline in one view.

  • Drag-and-drop Kanban with automatic status updates
  • Customisable columns and filters
  • SLA badges highlight overdue and at-risk requests
  • CSV import and export
  • Case number generation and full audit trail
Pipeline view
NEW · 4
Mitchell & Co
Brennan Legal
QUOTED · 3
Clarke Partners
O'Brien Tax
WON · 6
Murphy & Sons
+4 more
AI Draft Responses Business

Reply in seconds, not minutes

FloTize drafts email responses using your past replies, your business knowledge base, and the client's message. The more you use it, the better it gets — learning your tone, your pricing, and your service details over time.

  • Learns from your past responses automatically
  • References your Knowledge Base for accuracy
  • Category-aware — different tone for different service types
  • Edit before sending or approve instantly
  • 200 AI drafts included per month on Business plan
✨ AI Draft
Hi Sarah,

Thanks for reaching out. We'd be happy to assist with your annual accounts review.

Our standard turnaround is 5–7 working days. I'll send over a detailed proposal by end of day tomorrow.

Best regards,
The FloTize Team
✓ Used 3 past responses · 2 knowledge entries · 198 drafts remaining
Analytics Professional

Know your numbers inside out

A full analytics dashboard covering revenue, costs, margins, conversion rates, response times, and team utilisation. AI-powered insights surface trends and flag issues before they become problems.

  • Revenue and margin tracking per client and category
  • Staff utilisation and cost of service reporting
  • Conversion rate and pipeline flow analysis
  • SLA compliance and response time trends
  • AI Insights — GPT-4o analysis of your business data
This month
€24.8k
Revenue
67%
Avg margin
84%
Conversion
1.4h
Avg response
Mass Communications Professional

Stay front of mind with your clients

Send personalised bulk emails to your opted-in client base — newsletters, service updates, seasonal promotions. Every email is personalised with the client's name and company, with automatic unsubscribe handling for GDPR compliance.

  • Personalise with client name and company automatically
  • Filter recipients by tier, status, or tag
  • GDPR-compliant unsubscribe links included automatically
  • Full delivery log with per-recipient status
  • Preview before sending
Campaign sent
Q3 Service Update
48 sent
47 delivered
1 failed
✓ Unsubscribe links automatically included
GDPR & Compliance Professional

Compliance built in, not bolted on

Handle data subject requests, manage retention policies, and maintain a full audit log — all from within FloTize. Right-to-erasure requests are processed in minutes, not days.

  • Anonymise or hard-delete client data on request
  • Automated retention period monitoring
  • Full erasure audit log with date, user, and reference
  • Marketing opt-in tracking per client
  • Overview alerts when retention deadlines approach
Data request processed
Right to Erasure Complete
Client: Sarah Mitchell · Method: Anonymise
4 records affected · Actioned by M. Sheehan
Ref: GDPR-2026-047 · 23 Jun 2026

See every feature in action

Book a free 30-minute demo and we'll walk you through everything — tailored to your business type.

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