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About

Flori is a cloud CRM and project management workspace for founders, freelancers, small agencies, and service teams. It brings client accounts, contacts, deals, projects, tasks, notes, and documents together, helping teams carry information from sales through project delivery. Teams can organize work, track client projects, and share selected updates and approvals through client-facing pages. Flori also connects AI assistants, including Claude, ChatGPT, Codex, Cursor, and Grok, through a Model Context Protocol (MCP) server so assistants can work with permitted records and save drafts or completed work for human review. Teams choose their own AI provider and pay that provider separately for subscriptions or model usage. Flori can also be used without an AI connection. A free plan is available, and AI assistants can be connected without Flori AI credits.

About

Roadbase is an AI-assisted, quote-first planning platform for creative freelancers and agencies. Paste a project brief or attach a PDF, and Roadbase creates an editable first draft with a project summary, phases, tasks, roles, estimated hours, timing, assumptions, and estimate reasoning. Your team reviews and adjusts the draft, then applies its own role costs and billable rates, overhead, direct expenses, contingency, and target margin to build the quote. The visual timeline keeps tasks, timing, roles, hours, and pricing in the same project model. When the plan is ready, export the reviewed work breakdown, roadmap, and cost summary as a proposal PDF. After approval, carry the work into a simple Kanban workspace, assign tasks, keep comments with the work, track time by project and task, and compare actual hours with the estimate. Roadbase is built for creative service businesses in advertising, branding, design, video production, web and app work, and related consulting projects.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Founders, freelancers, small agencies and service teams managing customer relationships and client project delivery.

Audience

Creative agencies, advertising, design studios, freelancers

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$12/user/month
Free Version Supported
Free Trial Not Supported

Pricing

$10/month
Roadbase offers a Free plan with one active project, time tracking, 20 monthly tokens and watermarked PDF exports.

Pro costs $10/month or $102/year, with unlimited projects, 100 monthly tokens and standard PDFs.

Studio costs $22/month or $224.40/year, adding 400 monthly tokens, AI expense estimates and white-label PDFs.

Extra packs of 50 tokens cost $5.
Free Version Supported
Free Trial Not Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Training

Documentation Not Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Company Information

Flori
useflori.com

Company Information

Roadbase
Founded: 2026
Spain
roadbase.io

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Categories

CRM Supported

Categories

Quoting Features

Automated Quoting Supported
Catalog Management Not Supported
Client Portal Not Supported
Contact Management Not Supported
Customer Accounts Supported
Customizable Branding Supported
Discount Management Not Supported
Forms Creation Not Supported
Pricing Management Not Supported
Product Configurator Not Supported
Proposal Management Supported

Integrations

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

Integrations

ChatGPT Not Supported
Claude Not Supported
Claude Duet Not Supported
Claude for Legal Not Supported
Codex CLI Not Supported
Cursor Not Supported
Fireflies.ai Not Supported
GitHub Not Supported
Gmail Not Supported
Google Calendar Not Supported
Granola Not Supported
Grok Not Supported
Model Context Protocol (MCP) Not Supported
Slack Not Supported
Smartlead.ai Not Supported
Claim Flori and update features and information
Claim Flori and update features and information
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Claim Roadbase and update features and information