FlowPilot
Streamline Your Business Operations
One unified platform for lead management, financial insight, and professional invoicing. Stop juggling multiple tools and start growing your business.
14-day free trial • No credit card required
All-in-One
3 Tools
Lead Management
Cashflow Tracking
Invoice Generation
Zapier
Analytics
Running a business shouldn't mean juggling tools
Most small and medium businesses struggle with fragmented systems that slow down growth and hide critical insights.
- Multiple tools for leads, finances, and billing
- Manual invoice creation and follow-ups
- No real-time overview of financial health
- Lost leads due to slow response times
Three Powerful Tools, One Platform
Everything you need to manage leads, track finances, and invoice clients - seamlessly integrated.
Lead Management
Capture and qualify leads automatically
- Custom intake forms
- Automatic lead scoring
- Real-time dashboard
- Email notifications
Cashflow Tracking
Monitor your financial health in real-time
- Income & expense tracking
- Health status indicator
- Runway calculations
- CSV export for accounting
Invoice Generation
Create and send professional invoices
- PDF invoice creation
- Automated email delivery
- Payment status tracking
- Convert leads to invoices
How FlowPilot Works
Get started in minutes, not hours
Create Your Forms
Design custom intake forms with our intuitive builder. Add questions, set scoring criteria, and embed anywhere.
Qualify Leads Automatically
FlowPilot scores each submission based on your criteria. Focus on the highest-quality opportunities first.
Track Your Finances
Monitor income and expenses in real-time. See your financial health status and runway at a glance.
Generate & Send Invoices
Convert qualified leads to professional invoices. Generate PDFs and send via email with one click.
Project Filter – Smarter Lead Management
- Form builder with conditional logic
- Automatic lead scoring
- Acceptance rate analytics
- Webhook automation via Zapier
- Simple embed code
Cashflow Tracker – Know Your Financial Health
- Green / Yellow / Red health status
- Income & expense categorization
- Monthly and yearly reports
- Runway calculation
- Real-time charts
Invoice Generator – Get Paid Faster
- Professional PDF templates
- Automated email delivery
- Customer database
- Overdue invoice detection
- One-click lead conversion
Simple, Transparent Pricing
Choose the plan that fits your business needs
Starter
per month
- 50 leads / month
- 20 invoices / month
- Basic cashflow tracking
- Email support
- 1 user
Pro
per month
- Unlimited leads
- Unlimited invoices
- Advanced analytics
- Zapier integration
- Priority support
- CSV export
- Up to 3 users
Enterprise
per month
- Everything in Pro
- Custom user limits
- Priority support
- Custom integrations
- API access
- Dedicated support
All plans include SSL security, daily backups, and 99.9% uptime.
Frequently Asked Questions
Can I cancel anytime?
Yes, there are no long-term contracts.
Is my data secure?
Yes. We use bank-level encryption via Supabase.
Do you offer a free trial?
Yes, 14 days with no credit card required.
Can I import existing data?
Yes, CSV import is supported.
What payment methods do you accept?
All major cards via Stripe.
Is there a setup fee?
No. Get started immediately.
Get in Touch
Have questions? We'd love to hear from you. Send us a message and we'll respond as soon as possible.
Or email us directly at Flowpilot@hotmail.com