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features
design
support

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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Flori serves as a comprehensive cloud-based CRM and project management solution tailored for founders, freelancers, small agencies, and service teams. It consolidates client accounts, contacts, deals, projects, tasks, notes, and documents into one platform, which aids teams in managing the transition of information from sales to project execution. With the ability to structure workflows, monitor client projects, and communicate selected updates and approvals through client-facing pages, Flori enhances collaboration. Additionally, it integrates various AI assistants, such as Claude, ChatGPT, Codex, Cursor, and Grok, via a Model Context Protocol (MCP) server, allowing these assistants to interact with approved records and draft or finalize work for review by humans. Teams can select their preferred AI provider and are responsible for any associated subscription fees or model usage expenses. Importantly, Flori remains functional even without an AI connection, and users have access to a free plan that allows for the integration of AI assistants without necessitating the use of Flori AI credits. This flexibility makes Flori a versatile option for modern teams looking to streamline their project management and CRM needs.

Description

Experience a comprehensive platform that enables you to execute your projects seamlessly from inception to completion. Getting started is a breeze, requiring no prior training. Allow the intuitive design to guide you, ensuring each project reaches its full potential! Craft exceptional projects with ease. You can modify and personalize any of the numerous Yepform templates or even design your own from scratch. With a selection of over 100 features at your disposal, you have the flexibility you need! For your stores or ticketed events, you can opt for online and/or in-person payment capabilities. Everything you require is included with no hidden fees or extra subscriptions. Say goodbye to juggling multiple tools; Yepform provides a singular subscription to manage your projects from A to Z. Begin with a free trial, then select the subscription plan that aligns best with your needs. You won't make a mistake in choosing Yepform, as it is crafted to cater to all types of projects: from events and retail to click-and-collect, quizzes, and surveys. With Yepform, you can confidently embark on any project, knowing that every detail has been thoughtfully addressed!

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

ChatGPT Yes 
Claude Yes 
Claude Duet Yes 
Claude for Legal Yes 
Codex CLI Yes 
Cursor Yes 
Fireflies.ai Yes 
GitHub Yes 
Gmail Yes 
Google Calendar Yes 
Granola Yes 
Grok Yes 
Model Context Protocol (MCP) Yes 
Slack Yes 
Smartlead.ai Yes 

Integrations

ChatGPT No 
Claude No 
Claude Duet No 
Claude for Legal No 
Codex CLI No 
Cursor No 
Fireflies.ai No 
GitHub No 
Gmail No 
Google Calendar No 
Granola No 
Grok No 
Model Context Protocol (MCP) No 
Slack No 
Smartlead.ai No 

Pricing Details

$12/user/month
Free Trial No 
Free Version Yes 

Pricing Details

€29 per month
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Flori

Website

useflori.com

Vendor Details

Company Name

Yepform

Founded

2012

Country

France

Website

www.yepform.com

Product Features

CRM

Calendar/Reminder System No 
Call Logging No 
Document Storage No 
Email Marketing No 
Internal Chat Integration No 
Lead Scoring No 
Marketing Automation Integration No 
Mobile Access No 
Quotes / Proposals No 
Segmentation No 
Social Media Integration No 
Task Management No 
Territory Management No 

Product Features

Event Management

Attendee Management No 
Badge Management No 
Conferences / Conventions No 
Exhibit / Vendor Management No 
Gamification No 
Room Block Management No 
Social Media Promotion No 
Sponsorship Management No 
Surveys & Feedback No 
Ticketing No 
Volunteer Management No 
Weddings / Parties No 

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