One system.
More leads. Less chaos.
ClientFlow combines your website, contacts, conversations, appointments, estimates, invoices, follow-up, reviews, marketing and automation in one simple business system.
Everything you need to run and grow your business
Start simple or build a complete done-for-you system. Your setup is customized around what your business actually needs.
Communicate
Manage texts, emails, calls, messages and customer conversations from one inbox.
Schedule
Book estimates, appointments, classes, consultations or services with reminders built in.
Manage Leads
Keep contacts, notes, tasks, opportunities and pipeline stages organized in one place.
Automate
Automate lead follow-up, missed-call texts, appointment reminders and review requests.
Get Paid
Create estimates, send invoices, collect payments and follow up on unpaid balances.
Websites & Funnels
Build a professional website, landing page, lead form or book-launch page that connects to your CRM.
Get More Reviews
Automatically ask happy customers for reviews and strengthen your online reputation.
Track Results
See leads, appointments, opportunities, revenue and follow-up activity in real time.
Choose the ClientFlow package that fits your business
Monthly CRM access and included features vary by package. Startup pricing varies based on the amount of customization, website work, integrations and automation needed.
- CRM access
- Contact management
- Email marketing
- Forms and surveys
- Calendar and appointments
- Mobile app access
- Customer support
- $5 monthly platform credit
- Everything in Starter
- Pipeline management
- SMS marketing
- Website integration
- Basic automations
- Reporting
- Priority support
- $15 monthly platform credit
- Everything in Essential
- Advanced reporting
- Custom dashboards
- Service calendars
- Team management
- Workflows and campaigns
- API access
- Priority support
- $25 monthly platform credit
Premium
For businesses that want maximum automation, reporting and performance.
- Everything in Professional
- Unlimited workflows
- Advanced automations
- AI-assisted content and chat tools
- Review and reputation automation
- Missed-call text back
- Advanced trigger links
- Dashboard analytics
- Lead scoring and integrations
- $25 monthly platform credit
Complete
A complete done-for-you system for businesses that want the full build.
- Everything in Premium
- Done-for-you onboarding
- Full CRM and pipeline setup
- Website or funnel setup
- Automated email and SMS campaigns
- Appointment and calendar setup
- Review automation
- Workflow and automation buildout
- Selected integrations
- Ongoing optimization and support
- $25 monthly platform credit
Optional business-management add-ons
Your CRM package gives you the system. These optional services are for businesses that want ClientFlow to actively handle more day-to-day tasks.
Silver Management
- Lead follow-up and nurturing
- Appointment confirmations
- Calendar management
- Review-request management
- Weekly performance reporting
- Up to 10 hours/month
Gold Management
- Everything in Silver
- Lead management and qualification
- Pipeline and opportunity management
- Estimate and proposal follow-up
- Payment reminders and follow-up
- Up to 20 hours/month
Platinum Management
- Everything in Gold
- Sales-rep and appointment-setter support
- Complete pipeline and task management
- Invoicing and payment tracking
- Campaign and automation management
- Website updates and priority service
- Up to 40 hours/month
Built for real small businesses
ClientFlow systems are customized for each client instead of forcing every business into the same setup.
Healthy Hearts Wellness & Yoga
Website, class information, booking support, customer communication and business organization.
Canopy Services LLC
Website, lead capture, estimate and project calendars, follow-up, pipeline management and review automation.
North Coast Surface Solutions
Website, estimate requests, customer follow-up, proposals, invoices, appointment reminders and business communication.
Let’s build a system that works for your business.
Tell us what you need now, what feels messy, and what you want to grow into. We’ll recommend the simplest package that makes sense.
Common questions
Do I need every feature immediately?
No. You can begin with a simple CRM and add websites, automation, AI tools, marketing, payments or management services as your business grows.
Is the setup fee the same for every business?
No. Startup costs vary because each business needs a different amount of website work, customization, workflows, forms, integrations and onboarding.
Will someone help me learn the CRM?
Yes. ClientFlow includes self-paced tutorials and support resources. Monthly group Office Hours may be available, and private one-on-one training can be booked for an additional hourly fee.
Do I have to purchase a management add-on?
No. Management services are separate and optional. You can use the CRM yourself or add hands-on support if you want ClientFlow to handle more day-to-day tasks.
Are calls, texts, emails and AI unlimited?
No. Packages may include monthly platform credits. Actual usage varies, and usage beyond the included credit may create additional direct platform costs.