Clients & business development
Leads, clients, opportunities, and commercial history.
Move from the first conversation to an active project without entering the same information twice.
- Leads
- Clients
- Opportunities
- Client portal
ONE CONNECTED WORKSPACE
The entire project lifecycle, connected.
From the first lead to final payment, MCD Flow connects clients, projects, files, conversations, estimates, contracts, invoices, and your team inside one workspace built for AEC companies.
MCD FlowConnected project
1project
ClientTeamFilesCostsMessagesPayments ✓ Shared context✓ Continuous history
ONE PROJECT, NOT FIVE SYSTEMS
Your business should not depend on five different tools to understand one project.
×Clients in a CRM
×Files in cloud storage
×Messages in another chat
×Costs in spreadsheets
×Invoices somewhere else
MCD Flow connects everything around the same project.
FROM FIRST CONTACT TO CLOSEOUT
A clearer path from first contact to final payment.
- 01Capture the lead
- 02Convert the client
- 03Create the project
- 04Build the team
- 05Organize phases and tasks
- 06Upload and review files
- 07Communicate and approve
- 08Estimate and contract
- 09Invoice and collect
- 10Report and close
PRODUCT ECOSYSTEM
Every area of your business shares the same context.
Project delivery
Projects, phases, tasks, owners, and due dates.
Keep every responsibility, milestone, and decision inside the project context.
- Phases
- Tasks
- Assignments
- Progress
Files & collaboration
PDFs, images, photos, videos, markups, and comments.
Review, discuss, mark up, and assign work without losing the connection to the file.
- PDFs & images
- Markups
- Comments
- Tasks from files
Commercial & financial
Cost Catalog, estimates, contracts, invoices, and payments.
Keep scope, costs, documents, and collections connected from estimate to payment.
- Cost Catalog
- Estimates
- Contracts
- Invoices & payments
Company management
Team, roles, permissions, reports, and settings.
Give each person the access they need while preserving control of company information.
- Roles
- Permissions
- Reports
- Company Settings
ONE SOURCE OF TRUTH
One project. One source of truth.
When everything shares the same context, your team stops searching for information and starts moving forward.
ClientTeamPhasesTasksFilesPhotosVideosMarkupsMessagesEstimatesContractsInvoicesPaymentsActivity history
BUILT FOR AEC
One platform. Workflows shaped for your business.
Architecture firms
Design phases, drawings, approvals, and construction administration.
View solution →Construction companies
Plans, estimating, costs, field work, invoices, and closeout.
View solution →Engineering firms
Scope, calculations, QA/QC, deliverables, and coordination.
View solution →Interior design studios
Concepts, FF&E, approvals, procurement, and installation.
View solution →CLIENT PORTAL
Keep your client informed without exposing everything.
Share selected files, messages, approvals, invoices, and updates while keeping internal discussions, costs, and team coordination private.
SECURITY & CONTROL
Your company controls who can see, edit, approve, and share.
- Role-based access
- Company data isolation
- Controlled client visibility
- Activity history
GROW WITHOUT REBUILDING YOUR PROCESS
Start small. Add people when your company grows.
Add architects, builders, engineers, designers, project managers, drafters, field members, coordinators, and collaborators according to your plan, with access based on their responsibilities.
TRY IT BEFORE YOU DECIDE
Explore the complete workflow before choosing a plan.
Create your workspace, add your company information, review the modules, and decide whether MCD Flow fits the way your team works.
✓ No credit card✓ No upfront payment✓ No automatic purchase✓ No commitment
