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Spread the Word

Know a colleague still finding refi opportunities by hand? Help them discover FlowState.

Priority Onboarding

Your referrals get dedicated support and faster setup to hit the ground running

Team Setup Assistance

Same-company referrals get hands-on help configuring their team workspace

Grow Your Network

Connect with other FlowState users and build your professional community

Help Colleagues Discover FlowState

Share the CRM that tells you who to call and why with colleagues who could benefit

Priority Onboarding for Your Referrals

Colleagues you refer get dedicated support and faster setup • Same-company referrals welcome

Quick Share

Send Personal Invitation

Why Share FlowState

  • • Your referrals get priority onboarding and dedicated support
  • • Grow your professional network with FlowState users
  • • Help colleagues turn 30-minute analyses into 1-minute emails
  • • Same-company referrals get team setup assistance

As a thank you, you receive $149 in account credits when referrals become paying customers (applied after 30 days).

How It Works

1. Share with a Colleague

Think of colleagues who spend hours on spreadsheets and manual calculations. They'll thank you for the introduction.

2. They Get Priority Access

Your referrals receive dedicated onboarding support and faster setup assistance to maximize their success.

3. Build Your Network

Connect with other FlowState users in your industry and grow your professional community.

4. Thank You Credits

As our way of saying thanks, you receive $149 in account credits when referrals become paying customers (applied after 30 days).

Not a FlowState customer yet? Start your free trial and refer colleagues once you're set up.

Start Free Trial