How WhitegloveAI Went From Spreadsheet Scramble to a Sharper Sales Process With Flowlu

WhitegloveAI isn’t an average consulting firm. Based in Texas, they help organizations—from government agencies to private companies—adopt and manage AI responsibly. In fact, they coined the term Managed AI Solutions Provider™ and built an entire framework to guide businesses through secure, structured AI adoption.

In just a year and a half, they’ve made a name for themselves by taking the buzz out of AI and replacing it with real, practical value. But even with their forward-thinking approach to technology, behind the scenes, they were stuck using tools that didn’t quite match their pace.

Starting With Spreadsheets

Before Flowlu, WhitegloveAI was using Excel to keep things on track—deals, tasks, projects, all managed in spreadsheets. It worked for a while, but as the business grew, it started to feel more like a patch than a proper system. For a busy consulting team handling both public and private sector clients, it just wasn’t cutting it anymore.

We needed a more organized way to track deals and manage tasks. It wasn’t scalable.

Why They Chose Flowlu

The team had tested other tools, including Zoho, but nothing felt quite right. They just wanted something that didn’t get in the way—something their team could pick up quickly and actually enjoy using day to day. Flowlu made sense. It was easy to get around, didn’t blow the budget, and had the tools they needed without overcomplicating things.

The Tools That Make the Difference

Once they got started with Flowlu, the team didn’t just migrate data—they reshaped how they work.

Here’s what they rely on most:

Sales Pipelines

This is the core of their daily operations. The team uses custom pipelines to track each deal from initial contact to closed-won. With everything in one place, they can spot bottlenecks, prioritize leads, and keep deals moving without constant check-ins.

Task Tracking

Tasks are now attached directly to deals and projects, so nothing falls through the cracks. No more mental to-do lists or scattered notes—just clear responsibilities and deadlines, all visible at a glance.

Project Workflows

With multiple clients and deliverables in motion, having a repeatable workflow has been key. Flowlu helps them define steps, assign tasks, and monitor progress across projects without micromanaging.

Client Portal

Clients get their own space to access updates, files, and invoices. It cuts down on back-and-forth emails and keeps communication clear and professional.

Workflow Automation

Routine actions—like sending follow-ups or updating statuses—now happen automatically. It definitely saves time, but more than that, it helps the team keep things moving without missing a step.

Invoicing

Billing used to be something they handled separately—now it’s just part of how the work gets done. Flowlu makes it easy to generate and send invoices as part of the project lifecycle, not a separate step.

Final Thoughts

Everyone from the CEO to the sales and project management teams relies on Flowlu daily. It’s not just a back-office tool—it’s become a central part of how they run the business.

While they’re still fine-tuning things, the results so far are clear.

“We’ve built a stronger sales process and increased revenue. And by staying organized in our pipeline, we’re able to close deals faster.”

For a company that lives and breathes efficiency, that’s exactly the kind of result they were looking for.