The Nuts And Bolts

Loads of Features
With Endless Benefits


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, with the goal of improving business relationships with customers, assisting in customer retention and driving sales growth. ClientFlow CRM+ is designed to compile information on customers across different channels — or points of contact between the customer and your company — ClientFlow CRM gives customer-facing staff detailed information on customers’ personal information, purchase history, and buying preferences and concerns.

Lead Management

Leads from various advertising campaigns like SMS marketing, print advertising, radio etc. are automatically imported into the ClientFlow CRM system and can be allocated by managers to different salespeople. These leads are then provided with an outcome so you can gauge your sales team’s performance.

Automated SMS

ClientFlow CRM provides you with an integrated SMS portal from where you can do bulk advertising campaigns, or simply send an SMS via the system to individuals – each SMS is recorded in the Notes section. You can also set up unlimited SMS templates with autofill fields to personalize your message.

Automated Emails

Emails 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.

Integrated Fax

ClientFlow CRM is integrated with a fax provider should the need arise to send a fax. Documents that need to be faxed or mailed are personalized with your client details and file numbers and are sent on your letterhead.

Custom Reporting

Reports for sales performance per lead, per product per office location. Reports on administrative tasks and any other requirements you may have been customized to your needs.

Document Integration & Automation: Capture Data, Generate PDFs & Sign Documents

All documents are branded in your branding and are personalized with your client’s details, whether you need to print, fax, or mail them. The history of communication with a document archive is saved for every client.

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. All calls are stored securely and are available for retrieval at any time. Great tool for quality control and a legal way to confirm payment deductions from a client’s bank account.

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. All communications with clients are saved in notes in an easy-to-monitor timeline. Overdue tasks are flagged and tasks can be marked as important.


Clientflow provides a processing and management platform to collect, split and distribute payments.  Whether your product is a once of sale, or a subscription service, you are in full control of the set-up and management of payments from your clients for the various products.

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!