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

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.

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

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.

Our Lists feature includes two types of lists:

Criteria Lists

  • Filter clients based on the criteria you specify.

Specific Clients

  • Ideal for tracking a specific group of clients.

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.

Marketing Automation

Marketing automation is an essential tool for businesses looking to streamline their communication efforts. With ClientFlow’s marketing automation feature, you can send out targeted messages to your various contacts with ease. When setting up your automation, you will need to choose the type of communication that will be sent out. There are two types of communication to choose from: SMS and Email.

SMS messages are perfect for short and direct communication with your contacts. You can use SMS to send appointment reminders, event notifications, or any other time-sensitive information. On the other hand, email communication provides more space for detailed information and is ideal for sending newsletters, product updates, and other promotional materials.

Affiliate & Affiliate Portal

ClientFlow’s affiliate feature is designed to help you grow your business by rewarding those who promote your services. With the affiliate feature, you can set up a commission-based system that incentivizes affiliates to refer new clients to your business.

Once you’ve set up your affiliate program, your affiliates can access the affiliate portal to track their referrals, commissions, and payouts. The affiliate portal is user-friendly and easy to navigate, allowing your affiliates to monitor their progress and earnings in real-time.

In addition to tracking their referrals, affiliates can also access marketing materials and resources to help them promote your services effectively. This feature enables you to provide your affiliates with everything they need to promote your business while maintaining control over the messaging and branding.

Remote Sales Offices

ClientFlow’s remote sales office feature is designed to help businesses manage their sales teams more effectively, even when they are working remotely. With this feature, you can create virtual sales offices that allow your sales team to work from anywhere in the world while still staying connected to the rest of the team.

The remote sales office feature enables you to set up virtual offices that are fully equipped with all the tools your sales team needs to succeed. Your sales team can access these tools from anywhere, ensuring that they can work productively and efficiently, no matter where they are.  This feature also enables you to manage your sales team effectively, even when you are not in the same location. You can monitor your team’s progress, track their performance, and provide them with the support they need to achieve their goals.

Client Portal

ClientFlow’s client portal is designed to provide your clients with a seamless experience that enables them to access important information and services in one convenient location. With this feature, your clients can upload documents, view product-specific information, and take advantage of value-added benefits that you offer.

The client portal is a secure and user-friendly platform that allows your clients to access the information they need, when they need it.
By providing your clients with access to the client portal, you can enhance their overall experience and build stronger relationships. This feature enables you to deliver exceptional service and support, while also streamlining your internal processes and improving efficiency.

The client portal is fully customizable to suit your business needs, and it can be branded with your company logo and colors. It is also available 24/7, so your clients can access it at their convenience, from anywhere in the world.



ClientFlow offers seamless integration with WhatsApp for Business, allowing you to communicate with your clients in a more convenient and efficient way. With WhatsApp integration, you can easily send and receive messages, share documents, and provide customer support directly from the ClientFlow platform.

WhatsApp is a widely used messaging app that enables businesses to reach their clients on a platform they are familiar with. With ClientFlow’s WhatsApp integration, you can send messages and receive responses from clients in real-time, reducing response times and improving overall customer satisfaction.

Using the ClientFlow platform, you can automate and manage your WhatsApp communications with clients, making it easy to stay on top of conversations and track progress. You can also use templates and pre-written messages to respond quickly to common queries and provide timely support to your clients.


ClientFlow is integrated with DocuSign, a popular electronic signature platform that allows you to easily and securely sign, send, and manage documents online. With DocuSign integration, you can streamline your document signing process and improve your workflow efficiency.

Using the ClientFlow platform, you can send documents for signature directly from your account and track their progress in real-time. DocuSign integration also allows you to automate your document signing process, making it easy to create templates and set up signing workflows for recurring documents.

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!