The Business OS

Stop juggling 5 apps.Your whole business, in one place.

Clients, payments, and appointments — all in sync, all on one platform. Scales from a team of one to your whole crew.

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Free up to 5 clientsCancel anytimeSetup in 5 minutes

Last updated May 18, 2026

14 Profession Categories

One Platform, Every Industry

From trainers to lawyers, therapists to stylists — built for 14 profession categories. From first client to full team.

Law & Legal

Health & Therapy

Consulting & Coaching

Education & Tutoring

Finance & Accounting

Beauty & Personal Care

Built for any size

The same platform, whether it's just you or your whole team

Start solo and add seats as you grow — same clients, same data, no migration. From a one-person practice to a team of fifty.

A solo personal trainerA 15-trainer gym

A one-room therapy practiceA multi-therapist clinic

A freelance tutorA tutoring company

A single stylistA 20-chair salon

Team plan adds roles, permissions, shared views, and team analytics — up to 53 seats.

Sound familiar?

Why does my business run on 5 different apps?

Phone contacts, spreadsheets, Google Calendar, WhatsApp, a notes app — scattered across your phone and laptop.

Phone Contacts

Client names & numbers

Spreadsheets

Payment tracking

Google Calendar

Appointments & schedule

Client messages & reminders

Notes App

Session notes & to-dos

The solution

How can one platform replace all 5?

Clients

Profiles, notes, full history

Payments

Track, remind, collect

Scheduling

Calendar & bookings

Tasks

To-dos & recurring tasks

Inventory

Products & stock

Messaging

WhatsApp & email

Reminders

Automated alerts

Analytics

Insights & reports

See Your OS in Action

Everything you need to manage clients

Powerful tools built into one platform — no add-ons, no integrations needed

WhatsApp Reminders

Send personalized payment reminders directly via WhatsApp

Hi Emma! This is a friendly reminder that your November payment of $150 is due. Thank you!

Delivered

Smart Templates

Create reusable message templates with dynamic variables

{{name}}Rachel Thompson

{{amount}}$150

{{month}}November

Analytics Dashboard

Track revenue, collection rates, and client activity

Revenue+24%

JanJunDec

AI built in

AI that helps you run the business — you stay in control

ClientFlow's AI drafts, structures, and summarizes. You review and approve every time — nothing is sent or saved without you.

Smart Replies

AI suggests three ready-to-send WhatsApp replies in your tone. You pick one — it never sends on its own.

AI Session Notes

Turn free-form notes into clean bullets, tags, and next steps — tuned to your profession.

Intake-Form AI

Generate intake forms from a short description, and get plain-language summaries of every submission.

AI-assisted features are available on PRO. AI suggests; you always review before anything is sent or saved.

How It Works

How does ClientFlow work?

Get started in minutes, not hours. Our intuitive workflow helps you manage clients and payments effortlessly.

Add Your Clients

Import your existing client list from CSV or Excel, or add them one by one. ClientFlow automatically organizes everything.

Bulk CSV/Excel import
Custom fields for your business
Smart grouping & tags

clientflow.center

Rachel Thompson

[email protected]

Active

David Park

[email protected]

Active

Maria Santos

[email protected]

New

Schedule Appointments

Book sessions with a beautiful calendar view. Set recurring appointments, manage availability, and sync with your calendar.

Drag-and-drop scheduling
Recurring appointment patterns
Google Calendar sync

clientflow.center

December 2024

Analyze & Grow

Understand your business with powerful analytics. Track collection rates, identify trends, and make data-driven decisions.

Collection rate tracking
Revenue forecasts
Client retention metrics

clientflow.center

Collection Rate

+5%

Active Clients

+12

Monthly Revenue

+18%

Revenue TrendLast 3 Months

Jan

Mar

May

Jul

Sep

Nov

+24% this year

Simple, transparent pricing

Start free and upgrade when you need more. No hidden fees.

Save 17%

Free

For getting started

Try before you commit

Freeforever

Up to 5 customers
25MB storage
Manual WhatsApp (wa.me)
Payment tracking
Email reminders

Secure checkout

PRO

For growing businesses

Team

For multi-staff practices — gyms, clinics, salons, agencies

For growing teams

$990normal price

$690/year

Save 30% as Founding Member

~$58/month billed yearly

14-day free trial

Everything in PRO
3-53 team members
200GB + 5GB/seat storage
Webhooks
Team permissions

Secure checkout

View full pricing with FAQ & comparison

14-day free trial with full PRO featuresNot charged until trial endsCancel anytime with one clickExport your data anytime

Data Security

Sensitive personal data is encrypted at rest with AES-256-GCM; all traffic is encrypted with TLS 1.3.

Encrypted in Transit & at Rest

TLS 1.3 in transit; sensitive data encrypted at rest with AES-256-GCM.

Privacy First

Your data is never shared with third parties

Daily Backups

Automatic encrypted backups to secure data centers

Hosted in Frankfurt (EU) · AES-256 at rest · GDPR-compliant · Daily backups

FAQ

Frequently asked questions

Everything you need to know about ClientFlow

ClientFlow is built for service professionals with recurring clients: fitness studios & personal trainers, music & language tutors, yoga instructors, martial arts schools, swimming coaches, freelance consultants, subscription box businesses, cleaning services, and any business with regular clients who pay monthly.

Most users are up and running in under 5 minutes. Simply sign up with Google, add your clients (or import from a spreadsheet), and start tracking payments immediately. No technical knowledge required.

The free tier allows you to manage up to 5 clients with full access to payment tracking, WhatsApp link generation, email reminders, and 3 message templates. No time limit, free forever. Perfect for testing or small operations. When you grow past 5 clients, PRO gives you unlimited clients and automation — and if you need a lighter paid option, see all plans on the pricing page.

Free users can generate wa.me links that open WhatsApp with a pre-filled, personalized message including the client name and amount due. PRO users can send automated messages directly through the official WhatsApp Cloud API - just click "Send" and reminders go out automatically. Email reminders are free for all users.

Yes! Create unlimited message templates with dynamic variables like {{name}}, {{amount}}, {{month}}, and {{due_date}}. Each template auto-fills with client details when you send a reminder. Save time while keeping messages personal.

ClientFlow tracks any payment method your clients use - cash, bank transfer, credit card, PayPal, or any other method. Simply mark payments as paid, partial, or unpaid. We don't process payments - we help you track and follow up on them.

Yes! Import clients from Google Sheets or upload a CSV file. The system automatically maps common fields like name, phone, email, and monthly amount. You can also export all your data anytime.

Absolutely. We use AES-256-GCM encryption for sensitive data at rest, TLS 1.3 for data in transit, OAuth 2.0 authentication (no passwords stored), and daily encrypted backups. We're fully GDPR compliant and never share your data with third parties.

Track collection rates, revenue trends over time, payment patterns by client, monthly/yearly comparisons, and identify your most valuable clients. PRO users get advanced insights including forecasting and cohort analysis.

Yes. PRO subscriptions are month-to-month with no contracts. Cancel anytime from your dashboard and retain access until the end of your billing period. Your data remains preserved if you want to return later.

Ready to run your business from one platform?

Start free with up to 5 clients. One platform for client management, payments, inventory, scheduling, and more — all in one place.

Get started free

Free forever for small teamsCancel anytime