Dotflow

The command center for your Upwork agency

Every bid, lead, hire
and dollar in one place.

Dotflow tracks the whole pipeline — connects spent, leads worked, calls booked, deals won and money in — so the team knows exactly what is working, live.

◎Connects, measured. Every connect and dollar spent, by month, quarter and year.
◆Leads worked end to end. From proposal to interview to hire, nothing slips.
▲Money that reconciles. Contracted, received, pending and net at a glance.

Dotflow

Welcome back

Password

Access is invite-only. Ask Ahmad if you need an account.

Dotflow

Workspace

Dashboard

Live

Sent	Lead	Status	Interview	Value	Next step

No leads match these filters.

✓ Every change saves automatically

📅 Book the call

Call date

Time (ET, 24h)

Meeting link

Log a lead

Date sent

Which profile?

Client name

Company

Job title

Job link

Status

Contract value ($, when won)

Add the call now and it is booked in one go. All times are Eastern (ET).

Call date

Time (ET, 24h)

Meeting link

Notes

Client intel (optional)

Client spend ($)

Hire rate (%)

Payment verified

Client country

Posted budget

Straight off the job post. A range keeps its low end as the number we chart, so a budget is never overstated. This is what feeds the "What to bid on" card.

The call, remarks and everything else live on the lead itself, open the row after saving.

✕ Mark this lead lost

Add a note (optional)

Pick a reason and/or add a note, then confirm. Both are optional. The reason feeds the "Why we lose" card; the note is saved on the lead.

Export data

Download a spreadsheet (CSV) you can open in Excel or Google Sheets. Pick a date range for a slice of it, or leave it on All time for everything.

Log connects purchase

Date

Profile

Type

Connects

Cost ($)

Logged by

Add contract / payment

Client

Platform

Total ($)

Received ($)

Pending ($)

Type

Status

Notes

Add team member

Name

Role

Title

Color

Change password

Current password

New password (min 8)

Forgot your password?

Dotflow sends no email. Your request goes straight to the owner, who generates a temporary password and hands it to you.

Your email

Anything the owner should know (optional)

Every bid, lead, hireand dollar in one place.

Welcome back

📅 Book the call

Log a lead

✕ Mark this lead lost

Export data

Log connects purchase

Add contract / payment

Add team member

Change password

Forgot your password?

Every bid, lead, hire
and dollar in one place.