One Platform for Your Entire Operation
A modular operations support system that unifies sales, lending, workflows, and custom apps — purpose-built for banks and financial institutions.
Start a ProjectFlowOSS replaces a patchwork of disconnected tools with a single, modular platform. Start with the modules you need today — sales, lending, workflows — and extend with custom apps as you grow. Every module shares one data model, one permission system, and one source of truth, so your teams stop reconciling spreadsheets and start operating in real time.
Modules
Sales / CRM
Relationship intelligence, pipeline prediction, and a complete customer view — the former FlowBCRM, now a module.
Loan Origination (LOS)
Application intake, credit scoring, underwriting, approval, and disbursement handled end-to-end in one fully auditable pipeline.
Workflow Automation
Design approval chains and operational processes that route, escalate, and optimize themselves without manual intervention.
Tasks Management
Assign, prioritize, and track work across every team with full visibility, ownership, and clear accountability.
Goal Setting
Set targets and OKRs across the organization, then track performance against them in real time.
Database Integrations
Connect directly to your databases and run custom queries — no data silos, no manual exports.
Record Types
Define custom data objects — contacts, opportunities, cases — that model exactly how your business actually works.
BPMN Compliant
Export BPMN from legacy workflow systems and import into FlowOSS for far faster, lower-risk implementation.
Custom Apps & Plugins
Extend the platform with bespoke applications through an open plugin ecosystem built for your workflows.
Ready to get started?
Tell us about your project and we’ll show you how this fits into your operation.
Start a Project