Smarter Compliance, Less Chaos

Built inside Microsoft Power Apps, AuditFlow Engage gives you a simple, visual CRM to manage your deals, leads, and pipeline without the fluff.

Whether you’re managing client work, certification projects, or recurring engagements — this tool helps you track, follow up, and close more consistently.

Included in AuditFlow Engage:

✅ QuickAdd CRM Interface

Add deals in seconds — optimized for mobile and desktop. Minimal clicks. No noise.

✅ Pipeline Board (Kanban)

Drag-and-drop board to track progress from lead → proposal → closed.

✅ Dashboard Tiles

Visual summaries for deal count, pipeline value, conversion rates, and more.

✅ Branded Power Automate Flows

• 🗓️ Daily Deal Digest (automated pipeline summary)

• ⏰ Stale Deal Reminder (auto-prompt for untouched deals)

✅ Editable & Expandable

You own the app. Built natively in Microsoft Power Apps — customize, extend, and integrate it however you need.

✅ Copilot Add-On (Optional)

AI-powered assistant for writing follow-ups, deal summaries, and suggested next steps.

Who It’s For:

• Consultants managing multiple clients or proposals

• ISO professionals tracking certification stages

• Any service business that needs a smarter, faster CRM inside Microsoft

What It’s Not:

• ❌ Not a bloated SaaS product

• ❌ No subscription lock-in

• ✅ Just a clean, flexible Power App — ready to go

📦 Format: Microsoft Power Apps (.msapp) + Power Automate Flows

💸 One-time payment. Lifetime use.

🔐 Data stays in your Microsoft 365 environment

A practical, consultant-ready toolkit to plan, manage, and deliver your ISO 27001 project.

This isn’t about policy templates — it’s about making the implementation process clear, structured, and execution-ready.

Included in the Pack:

✅ Implementation Guide (Word)

A 17-step roadmap covering every stage of the ISO 27001 process — complete with roles, responsibilities, and editable planning sections tailored for internal or consultant-led delivery.

✅ Project Tracker (Excel)

A pre-filled, Annex A-aligned tracker to assign owners, track control status, set deadlines, and link evidence. Includes drop-down menus for fast status updates.

✅ Executive Presentation (PowerPoint)

A polished, branded deck to present ISO 27001 project goals, timelines, and benefits to stakeholders or clients — ideal for kickoff sessions or internal alignment.

Power Automate $20

Save time, stay on track, and never lose a deal again.

AuditFlow Automate includes two branded Power Automate flows, ready to plug straight into your Microsoft environment and AuditFlow Engage CRM.

Included Flows:

✅ Daily Deal Digest

Every morning, you’ll receive a summary of all open deals, grouped by pipeline stage — delivered to your inbox or Microsoft Teams.

“Start your day with clarity.”

✅ Stale Deal Reminder

Automatically identifies deals that haven’t been updated in X days and sends you a nudge — or assigns a task — to follow up.

What’s Included:

• 2 fully branded .zip flow export files

• Setup instructions

• 100% editable in Power Automate

• Built for Power Apps users — no extra licensing required beyond Microsoft 365

📦 Format: Microsoft Power Automate (.zip exports)

💸 Included free with AuditFlow Engage

🔧 Runs inside your Microsoft 365 tenant

AuditFlow Copilot (Add-On) $49

AI-powered support for busy consultants.

AuditFlow Copilot connects your CRM to OpenAI via Power Automate, giving you intelligent writing support and insights — right where you work.

Key Features:

🧠 Auto-Summary – Summarize deal notes or meeting outcomes

✍️ Follow-Up Drafts – Generate email follow-ups with key points and tone

📌 Next Step Suggestions – AI recommends actions based on deal stage and notes

💬 Custom Prompts – Configure with your tone and style

What You Get:

• Power Automate connector flow (.zip) with OpenAI integration

• Secure & customizable prompt structure

• Easy instructions to add your OpenAI key

• Runs securely inside your Microsoft 365 tenant

📦 Format: Power Automate Flow (.zip)

🔐 You control your OpenAI API key and flow behavior

“Think of it as your silent partner — always ready to write, plan, or push you forward.”.