Revenue Operations · Client OS
The Client OS that turns inbox chaos into clarity.
Every inbound client message becomes the right next action: lead, deal, proposal, project, invoice, or churn risk. 
works alongside your CRM so revenue-critical work never gets buried.
All connected. All automated. Powered by Finn.
Powering client operations for early-access teams and growing businesses worldwide.
The problem
Why Service Teams Lose Revenue
Email tools summarize. CRMs store records. owns the workflow from first signal to retained client.
Sales tools don't connect to delivery or finance
Your sales stack doesn’t talk to delivery or finance — client context gets lost at every handoff.
CRMs track records, not actual work
CRMs track records, not work. Deals stall, projects slip, and nobody owns the next action.
Churn goes undetected until it's too late
Clients churn silently — missed follow-ups, overdue invoices, and no health signals until it’s too late.
Why Is Different
works alongside your CRM to own the work that starts in email and ends in revenue.
Traditional Tools
old stack- 01CRMs
- 02Sales automation
- 03Email tools
- 04Invoice tools
- 05Ticketing systems
flowshark.ai
Client OS- 01Client OS
- 02Unified system
- 03Workflow-native Finn operations
- 04Governed workflows
- 05Enterprise-grade architecture
Meet FinnYour revenue copilot, built in
Finn lives inside every page of Flowshark. It reads your pipeline, scores leads, drafts proposals, and flags risks — so every revenue-critical message gets an owner and a next action.
Risk radar
Finn monitors deal activity, flags stalled opportunities, and suggests save plays before you lose them.
Instant proposals
From deal context to branded proposal in seconds. Finn fills your templates with the right data automatically.
Revenue triage from email
Every client message classified, owned, and routed into the right workflow so reps focus on closing.
Churn prevention
Health scores, churn signals, and save-the-account playbooks. Finn spots trouble before your clients leave.
Slash commands for instant answers
Type a command in any Finn chat to get structured answers instantly.
Features
One platform for every stage of the client journey.
Everything your team needs to turn client messages into owned work, from first signal to retained account.
Classify and assign revenue signals automatically
Automatically classify, score, assign, and route revenue signals from real client conversations.
- Finn-powered scoring from email signals
- Auto-assign every qualified signal to the right owner
- Real-time visibility into stuck revenue work
| Deliverable | Amount |
|---|---|
| Discovery & strategy | $8,000 |
| Implementation | $24,000 |
| Total | $32,000 |
Generate proposals in minutes, not hours
Generate structured proposals with approvals and version control.
- Finn-generated proposals from your templates
- Built-in approval workflows
- One-click delivery and tracking
Intelligent invoicing, linked to delivery
Create governed invoices linked to projects, track payments, and chase overdue accounts automatically.
- Auto-generate from completed deals
- Multi-currency and tax compliance
- Payment tracking and reminders
| Description | Qty | Total |
|---|---|---|
| Platform setup | 1 | $8,000 |
| Monthly retainer | 3 | $12,000 |
Account Management
One unified client workspace — contacts, deals, projects, and history in one place.
Pipeline Intelligence
Know what's real, what's stuck, and what's at risk across your entire pipeline.
Client Lifecycle
From first signal to long-term retention — one connected system for every client.
Client Health & Churn Signals
Monitor engagement, detect at-risk accounts early, and proactively retain your best clients.
Project Management
Track deliverables, milestones, and team workload tied directly to client accounts.
Deal Execution
Move deals forward with Finn-powered next actions, follow-up reminders, and approval workflows.
Be part of the founding cohort
We’re onboarding a small group of client-driven teams who want to shape the product from day one. A growing design agency is already on board — join them.
Lifetime discount
Lock in founding-member pricing — 40% off any plan, forever.
Direct access to founders
A private Slack channel with the team. Your feedback shapes the roadmap.
Early feature access
Try every new feature before it goes public. Shape it before it ships.
White-glove onboarding
We migrate your existing templates and set up your workspace personally.
Priority support
Same-day response SLA. Your issues go to the top of the queue.
Founding member badge
Recognised publicly as a founding team that helped build this product.
Ready to claim your founding-member spot?
Spots are limited. We work closely with every early team.
How it works
How It Works
One system. One flow. Every client, covered.
Connect client inboxes
Link Gmail, Outlook, or any IMAP inbox used by your team
Classify revenue signals
Finn classifies leads, risks, invoices, and handoffs
Assign owners and next actions
Every revenue signal gets an owner and next action
Generate proposals
Finn drafts proposals from your templates
Deliver work
Track milestones and deliverables
Issue invoices
Auto-generate invoices from deals
Track revenue
Real-time revenue analytics and forecasting
Trust & governance
Built for Real Businesses
Built for trust, not hype.
Evidence-based Finn
Every Finn output is grounded in your data
Human-in-the-loop controls
Approvals before anything is sent
Audit trails
Full audit trail for every action
Role-based access
Granular role-based permissions
Compliance architecture
Tax, legal, and regional compliance
Cost control
Finn credit budgets per workspace
Pricing
Plans that scale with your pipeline.
Start free, then scale as your pipeline and proposal volume grow.
Free
$0
forever free
Solo consultants exploring the Client OS.
- 1 user, 1 workspace
- 1 connected inbox
- AI proposal + invoice drafts
- Industry-tailored templates
- Email sync (Gmail/SMTP)
- Community support
Starter
$49
per month
Freelancers managing 5–10 active clients.
- 3 users
- 3 connected inboxes
- Unlimited clients, contacts, leads
- AI deal pipeline + lead scoring
- Client health monitoring
- PDF + Word export with watermark
Pro
Most popular$149
per month
Small teams running active client operations.
- 10 users
- 10 connected inboxes
- Approval workflow with thresholds
- Team inboxes + assignment rules
- Project tracking + milestones
- Finn AI assistant with knowledge base
- Activity audit log
Business
$349
per month
Growing agencies that need full control over client ops.
- 25 users
- Unlimited inboxes
- Advanced pipeline analytics + rep quotas
- Churn signals + client health scoring
- Automations, alerts, webhooks
- Approval routing per role
- Priority support + onboarding
Enterprise
Custom
annual contract
Enterprise client operations + compliance.
- Unlimited users + inboxes
- SSO (SAML/OIDC) + SCIM
- Audit logs export + retention controls
- Dedicated success manager
- Security review + DPA + custom MSA
- Custom integrations + SLA
All plans include TLS encryption and GDPR-aligned data handling. Uptime SLAs available on Enterprise contracts. Billing per workspace, monthly
Ready to start
Stop juggling tools. Run everything in one place.
gives your team one system to win, deliver, and retain every client.