"The all-in-one client management platform for your business"

ClientFlow CRM offers a variety of customised white labelled solutions and integration options for a more productive business environment.

Customised Solutions

User-friendly and efficient solutions for document archiving and record-keeping.

Reporting Tools

ClientFlow CRM provides monitoring of the Return on Investment (ROI), profits,
losses and productivity with various reporting options.

Our Focus

We focus on the legislative requirements for a functional business solution for the protection of
sensitive personal consumer information.
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The best Saas CRM solution for:

Debt Validation

Debt Validation also known as Debt Verification is not a program, but instead a process that uses consumer laws to make sure third-party debt collectors do not take advantage of clients.  With ClientFlow you can manage this process efficiently and effectively.

Debt Settlement

Debt settlement companies need the most dynamic customizable debt software available to make sure their customers are being supported and managed in the most effective and compliant way possible.

Credit Tradelines

Manage all financial obligations that an individual or business has to its creditors, suppliers, service providers and other vendors that involve payment term with ClientFlow.

Credit Score Booster

Review, assist and boost clients credit score while managing the process easily and effectively on ClientFlow.

Student Loan Management

Managing loans is fast, easy, and seamless when you use ClientFlow.  Automate, Optimize and measure all of your student loan processing needs with ClientFlow that helps convert applicants into graduates.

Student Loan Consolidation

Customize tools on top of our core platform specifically for student loan consolidation companies.

Credit Repair

On-board customers quickly with designed workflows to get them into a program without hesitation or disruption.

Practice Management

ClientFlow can run and manage your entire law firm in one place.

Would you to like to know more about how ClientFlow can elevate your business?

Get in touch now for a free demo of our platform!

See Demo

Your team deserves more than a few great features.

Tools built for scale, built to work and built for your success.

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Support

Our support and development team is a dynamic and passionate team of tech enthusiasts,  with elite software development expertise. We are here to support you all the way.

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Docusign

ClientFlow is integrated with DocuSign so you will be able to send any documents that requires a signature,   directly from the ClientFlow system to your clients to sign electronically.

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Customer Relationship Management

CRM is a term that refers to practices, strategies and technologies that companies use to manage and analyze customer interactions and data throughout the customer lifecycle. 

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Lead Management

Lead management is the process of converting leads into prospects and eventually clients. At ClientFlow, we understand that leads can come from various sources such as SMS marketing, print advertising, radio, and more. That’s why we have automated the process of importing these leads into our CRM system. With our lead management system, managers can easily allocate leads to different salespeople, allowing for a more streamlined and efficient sales process. Our system also provides outcomes for each lead, allowing you to gauge your sales team’s performance and identify areas for improvement.

Call Recording Automation

The ClientFlow CRM support team will help you to set up your office so that all calls are recorded and stored with the client file you are busy with. You can also “click to call” right from the ClientFlow CRM system – so no need to pick up a phone and dial first.

Automated Emails and SMS

Emails and SMS’s are sent directly from the system to clients and saved in Notes. Emails come from your own website URL so your client will not receive an unknown URL system email.   With the ZoomConnect integration you can do bulk advertising campaigns, or simply send an SMS via the system to clients.

Custom Reporting

Our custom reporting feature includes reports for sales performance per lead, per product, and per office location. You can also generate reports on administrative tasks and any other criteria you specify. And with our Lists feature, you can create your own custom reports to suit your needs.
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Document Integration & Automation

The ClientFlow CRM support team will help you to set up your office so that all calls are recorded and stored with the client file you are busy with. History of communication with a document archive is saved for every client.

Task Automation & Management

A critical function for any CRM system and made simple and easy to use on ClientFlow CRM. Users can assign tasks to other users and notes can be deleted only by the person entering a note. 

User Management & Permissions

ClientFlow has  standard user roles,  but you can also with our access control function change user permissions to fit your company requirements.

Clientflow can help your business streamline and organize your work using our CRM.

Some of our features include:

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CRM

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Automated SMS

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Custom Reporting

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Integrated Fax

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Call Recording Automation

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24 hour support

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ACH Payment Collections

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Automated Emails

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Document Production, Integration & Automation

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Task Automation & Management

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Document Signature - Docusign Integration

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Your inputs and feature requests always welcomed

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Lead Management

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Bank Account Validation

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Debicheck Payment Collections

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User Roles and Access Management Customization

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Portals for: Companies, Franchises, Remote Sales Offices, Affiliates, Customer

Hear what our customers are saying.

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CreditLegal Pro

CEO

We have used a few other systems in the past before moving to ClientFlow. When we explored ClientFlow, the first thing I remember saying is, okay, the interface is clean, simple and user friendly.

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Utexx

Director

We are now able to keep track of all our deals.  We don’t lose track of them or lose many deals because we haven’t paid attention to the files.

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EFP

COO

Our team got up and running with ClientFlow unbelievably quickly.  The process flow and user-friendly step-by-step process have enabled us to assist more clients within a month, which is a huge benefit.

Why choose Clientflow?

Fully Customizable

Customization of Clientflow to fit your workflows is critical to successfully realizing the potential benefits of better client data management.  You can save a lot of time, improve data quality, and ensure data traceability with a tailored system.

We believe that system customization is best done by people close to the end.  These are the people most familiar with your particular workflows, and they can act quickly.

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Process and Results Orientated

The system has a strong focus on the processes users go through to achieve their goals.  It is a combination of the process-oriented approach and a result-oriented approach that provides the right tools in the toolbox to get the job done.  Certain tasks can be automated, freeing up manpower and resources to focus on more complex tasks, and various information and data in the workplace can be easily quantified and collected.

Powerful Platform with Robust Technology

Any successful platform needs a very robust design and it should be scalable, upgradable and expandable based on the market and technology trends. In recent years’ technology, and communication is changing rapidly. This has created a very high opportunity for industries to leverage technology & increase customer experience.

Clientflow designed and developed the system considering the user and client at the centric. The entire design is done by experts who have worked with industries for a long time.  They understand industry pain points, current status and what innovation would be required to drive the industry to the next level.

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New Features and Enhancements

We’re always improving the platform, adding new features and listening to our customers’ requests. If something can be improved or a new feature added, we’ll get it done.

Would you to like to know more about how ClientFlow can elevate your business?

Get in touch now for a free demo of our platform!

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