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Floral keeps relationship data, meeting knowledge, follow-up work, and team context in one workspace.

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Product areas

  • Home shows your current workspace, recent activity, and items that need attention.
  • Relationships contains contacts, companies, people, meetings, briefings, and summaries.
  • Work contains workflows, Deals, and Tasks. It appears when your organization has Work and you have access.
  • Intelligence collects suggestions based on workspace data. You decide whether to apply or dismiss each suggestion.
  • Assistant answers questions about the workspace and can take permitted actions after any required approval.
Your sidebar may contain fewer areas. Feature access, workspace settings, and the organization’s plan determine what you can open.

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Organizations and workspaces

An organization can have several workspaces. Organization settings apply across the organization. Workspace settings, members, context, and records stay within the selected workspace unless a setting says otherwise. Use the workspace switcher before adding or changing data. The active workspace controls what you see and where new records are saved.

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Where to start

Find your way around

Learn the sidebar, workspace switcher, and search.

Set up meetings

Connect your calendar and understand the meeting flow.

Work with contacts

Find, create, and maintain companies and people.

Ask the Assistant

Ask questions and review actions before they run.