Empower your creative workflow with Fluir's Client Book

Working within creative teams is fast paced and dynamic that can lead to chaos before you know it. Between campaign deadlines, team collaboration, and creative execution, it’s easy for vital client information to get buried in messages, spreadsheets, or scattered notes.

That’s where Fluir’s Client Book comes in.

Built specifically for marketing, design, and influencer agencies, the Client Book centralizes everything you need to know about your clients, so you can create, collaborate, and deliver with clarity.

Keep Client info secure and accessible

No more switching between tools or chasing down brand decks in email threads. With Fluir’s Client Book, your entire team has access to:

• Essential Client Details – From brand guidelines and tone of voice to campaign goals and stakeholder contacts.

• Custom Fields – Capture the information that matters most to your agency, whether it’s preferred platforms, approval processes, or influencer collaborations.

Everything is structured, organized, and easily accessible—so your team can stay client-focused, from pitch to delivery.

Designed for the Way Creative Teams Work

Creative workflows thrive on context and cohesion. Fluir’s Client Book is more than a contact list—it’s a living client hub that evolves with your work. Here’s how it empowers your team:

1. Onboard Faster, Work Smarter

New team member? Freelancer jumping in? With the Client Book, they can get up to speed in minutes. All the background, goals, and style preferences are right there, no need for a lengthy handover.

2. Collaborate Seamlessly Across Departments

Strategy, design, copy, and social teams can all tap into latest and updated client info within seconds. No more silos. Whether you're launching a new campaign or iterating on an old one, everyone stays aligned with the client's brand and expectations.

3. Build Stronger Client Relationships

Consistency builds trust. By giving your team instant access to client-specific details and preferences, Fluir helps ensure your work always hits the mark. You’ll speak their language, match their tone, and exceed their expectations.

Fully Integrated with Fluir’s Workflow

The Client Book isn’t just a standalone space, it’s woven directly into how your team plans, ideates, and executes. That means your client data is always right where you need it.

• Quickly access important client info during brainstorming sessions on the Whiteboard.

• Reference client preferences and details while creating or editing tasks in the Project Manager.

Every part of your creative workflow stays connected to the client’s needs—without the need to jump between tools or tabs.

Empowering Creative Workflows

At Fluir, we believe creative work flourishes when the chaos is tamed. The Client Book brings structure to your client data so your team can focus on what they do best, delivering brilliant work.

Whether you're scaling your agency, onboarding new team members, or juggling multiple campaigns, Fluir’s Client Book ensures your creative workflow is informed, efficient, and unstoppable.