Every tool your firm needs, in one platform
ClientFlow brings a BOS, lead management, automated communications, document signing and reporting together in a single white-labelled system — built around the way client-services firms in the United States actually work.
A closer look at the platform
Each module is designed to move client files from first contact to resolved — see how the pieces fit together.
Every client, file and interaction in one place
The practices, strategies and technologies to manage and analyse customer interactions and data across the entire customer lifecycle — purpose-built for high-volume client-services teams.
- Complete client files with full history
- Dashboards for to-dos and verifications
- Built around your firm's workflow
Turn every lead into a client
Leads from SMS marketing, print, radio and more are auto-imported into ClientFlow, allocated to the right salesperson, and tracked with an outcome for every single one.
- Auto-import leads from any channel
- Allocate to the right salesperson
- Measure performance per lead
Reach clients automatically — under your brand
Emails and SMS are sent directly from the system and saved in Notes. Emails come from your own website URL, and the ZoomConnect integration powers bulk campaigns.
- Send from your own domain
- Bulk SMS via ZoomConnect
- Every message saved to the client file
Call, record and log without leaving the file
All calls are recorded and stored with the client file, with click-to-call right from ClientFlow — no need to pick up a phone and dial first.
- Click-to-call from any client file
- Recordings stored against the client
- A complete, auditable call history
See ROI, productivity and performance at a glance
Reports for sales performance per lead, per product and per office location — and with the Lists feature you can build your own reports for any criteria you need.
- Per lead, product and office
- Build custom reports with Lists
- Monitor ROI, profit and productivity
Produce, archive and sign documents in one flow
A full communication history and document archive is kept for every client, and the SignSure integration sends any document that needs a signature to your clients electronically.
- Per-client document archive
- Electronic signatures via SignSure
- Automated document production
Keep work moving and accountable
Assign tasks across your team and keep accountability — notes can be deleted only by the person who entered them, so nothing gets lost or quietly changed.
- Assign and track tasks across users
- Accountable, attributable notes
- A critical BOS function, made simple
Portals for your whole network
White-labelled portals for companies, franchises, remote sales offices, affiliates and customers — everyone works under your brand, scaled to how your business is structured.
- Company, franchise & affiliate portals
- Remote sales office access
- A customer-facing portal
Collect payments with integrated ACH
Collect payments seamlessly with integrated ACH payment collections tied directly to each client file.
- ACH payment collections
- Tied to the client file
- Track every payment outcome
Send and receive faxes in-platform
Send and receive faxes directly from ClientFlow, with everything stored against the relevant client file.
- Fax without leaving ClientFlow
- Stored against the client file
- No separate fax service
The complete capability set
Every US account ships with the full toolkit — no add-ons, no hidden tiers.
- Business Operating System
- Automated SMS
- Automated Emails
- Custom Reporting
- Call Recording Automation
- Document Production, Integration & Automation
- Task Automation & Management
- Document Signature — SignSure Integration
- Lead Management
- User Roles & Access Management Customization
- 24 hour support
- Portals for Companies, Franchises, Remote Sales Offices, Affiliates & Customers
- Integrated Fax
- ACH Payment Collections
Questions about the platform
Would you like to know more about how ClientFlow can elevate your business?
Get in touch now for a free demo of our platform!