AIGENTIC Flows
Business operating platformRun your business.
Run your business.
Smarter.
Faster.
AIGENTIC Flows is the operating platform that automates operations, engages clients, and drives growth — all from one connected workspace.
Built for insurance agencies and advisory firms
AIGENTIC Flows
Search leads, clients, tasks…⌘K
3
Good morning, Alex 👋
Here's what's happening in your business today.
Revenue
₱12.45M↑ 24%
vs last 30 days
Pipeline
₱8.32M↑ 18%
vs last 30 days
Tasks due
28↑ 5
due today
Appointments
15↑ 3
today
Revenue OverviewThis Month
₱12.45M↑ 24%vs last month
May 1May 8May 15May 22May 29
Workflow Progress
Lead In
Auto-assign
Assign
Nurture
Convert
Sales Pipeline
New
8
₱360,000
Qualified
12
₱1,250,000
Proposal
5
₱980,000
Won
3
₱2,240,000
Lead Sources
Facebook Ads48%
Referral22%
Website18%
Others12%
AI Suggestion2m ago
3 leads are ready for follow-up based on engagement signals.
Workflow Completed2m ago
Client onboarding workflow completed successfully.
Meeting in 15 minutes5m ago
Discovery call with John D. Today at 2:00 PM.
New Lead CapturedJust now
From Facebook Ads
View all activity
Today's updates
3 tasks are due today
2 candidates are ready for the next recruitment stage
A new lead came in from Facebook Ads
View all notifications
Automation-Powered
Workflow automation and marketing sequences that drive better outcomes.
All-in-One
CRM, marketing, automation, and more — in one platform.
Built for Growth
Scale your business with confidence and real-time visibility.
Secure & Reliable
Tenant data isolation enforced at the database layer.