Data privacy & security

Secure your firm’s personal data

Data privacy at every level—from secure features to top certifications, empowering you to control employee data use

4.6
4.8

Trusted by 400+ professional services firms

A trusted partner

When managing sensitive employee data, you need a trusted partner. We take client data seriously, with SOC 2 Type II and ISO 27001 certifications, alongside strict compliance to GDPR and the EU AI Act.

Read about our data processing protocols

Oversee where data is used

Disconnected systems are impossible to track. With all employee data centrally stored, admins can track all usage and updates. Oversee everything and reclaim peace of mind.

Give the right amount of access

In-depth permissions ensure everyone has access to the content they need, without a free-for-all. Limit external users, while giving full access to proposal creators.

Our security commitment

In our Information Security Policy, we are confirming that the Flowcase board and management are committed to preserve the confidentiality, integrity and availability of the information we store and process. This is reflected in our Information Security Management System which is being continuously evaluated against our ambitious Information Security Objectives.

View our ISO 27001 Certificate

Take advantage of out-of-the-box integrations

Supercharge your workflows with our native one-click integrations:

Qvidian

Flowcase integrates with Qvidian to make resumes and project experience instantly searchable, reusable, and tailored—so bid teams can build faster, smarter proposals without leaving their Qvidian workflow.

Deltek Vantagepoint

Flowcase integrates with Deltek Vantagepoint to keep resumes and project data synced—so your proposals always draw from the most accurate, up-to-date information without duplicate data entry.

Copilot

Flowcase integrates with Microsoft Copilot to make your people and project data instantly accessible in natural language—so teams can find expertise, surface case studies, and draft tailored proposal content directly within Copilot

Salesforce

Flowcase integrates with Salesforce to connect your people and project data with your CRM—so business development and proposal teams can instantly surface the right experience for every pursuit.

Omnidocs

Omnidocs have been squeezing more productivity out of screen time, freeing up room for talent to shine, with their scalable approach to document creation. Omnidocs can create integrations with Templafy and other tools.

Cobrief

Cobrief makes it easier for businesses of all sizes to find, interpret and create public tenders. It also gives firms insights into trends and competitors. The Cobrief platform is currently available for Norwegian companies.

Secure FTP

Automatically push profile and project data into Docx and JSON format to your preferred destination nightly.

SCIM

Seamlessly create, update and deactivate users from a central point in Microsoft Entra, Okta, and more with our SCIM integration.

Operating

Operating is a staff planning, allocation, and forecasting tool that helps firms better manage their project teams. Flowcase and Operating work together to streamline the process of winning and carrying out new business.

Single Sign-On

We integrate with the most common SSO providers, including Azure AD (Entra ID), Google, and Okta.

Real stories from real users

Why 98% of our customers renew

Hear how Flowcase has helped our customers win more bids, save time,
and achieve their goals in their own words.

"Since 2014, Flowcase has been a cornerstone for Sopra Steria Scandinavia, replacing their internal CV systems. The availability of Norwegian support and a user-friendly interface in Norwegian were key drivers in the decision to implement the tool."

Grethe Milivojevic, Senior Consultant

"After implementing Flowcase, we're already starting to see some benefits - better GDPR and quality control of data, more motivation from employees, and also a quality and easy tender and bid process out to our new and existing customers. Many of our employees need to update their CVs regularly. By having a single intuitive platform to use like Flowcase, this helps the employees to do just that."

Tom Heavens, Senior Manager

"Without Flowcase, Crayon as a global company would have used much more resources in searching and finding the skills and competencies we need to support our customers in the best possible way."

Christine Tank-Nielsen, Global People Development Director
Product

A resume and case study management system designed to grow with your business

Integrations

Create an integrated tech stack

Flowcase is designed to complement your existing tech—supercharge your CRMs, ERPs, and HR tools with a best-in-class resume database

Skill management system

Skill Management Made Easy

Track your firm's expertise with a best-in-class skills and competency management system

Customizable interface

A customizable platform that works for you

Whether you’re a small firm or global enterprise, Flowcase can be customized to meet your needs