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The AI Business OS for client businesses

Run your entire client business with an AI teammate.

Clients, leads, scheduling, payments and messaging in one place — with AI that drafts, captures and organises, so you don't.

Free forever tier14-day Pro trialEU data, GDPR-ready
ClientFlow dashboard showing today's schedule, overdue tasks, and revenue KPIs
AI Copilot · Pro

Ask your business anything. It answers — and drafts.

An assistant that knows your clients, schedule and money. It writes replies, structures session notes and builds intake forms — you review before anything is sent or saved.

Your books and calendar, in plain language.

No dashboards to dig through. Ask a question, get a grounded answer pulled from your real data.

  • "Who owes me money?" → an itemised list, ready to remind
  • Drafts WhatsApp replies in your voice
  • Turns a messy note into a clean session record
  • Suggests; you approve — nothing sends itself
Explore AI Copilot
ClientFlow AI Copilot drafting a reply to a client question
Leads & AI Chatbot

Turn website visitors into booked clients.

A grounded AI chatbot answers questions on your site and captures the lead. Every enquiry lands in a pipeline you can actually work.

From "just browsing" to "won" — tracked end to end.

The chatbot qualifies and captures. The pipeline moves each lead from new to won, and a won lead becomes a full client record in one click.

  • AI chatbot embeds on your own site
  • Visual pipeline: New → Contacted → Qualified → Won
  • Won leads convert straight to clients
Explore Leads & Chatbot
ClientFlow CRM leads pipeline showing prospects moving through pipeline stages
Website Chatbot

It answers from your business, not from guesswork

Embed a grounded AI chatbot on your own site. It replies from the FAQs and business details you configure, around the clock — and hands the visitor to you rather than guessing.

Grounded, or it hands over

The bot answers only from the knowledge you give it. When a question isn't covered, it says so and offers to connect the visitor with you — instead of inventing a price, a policy or a promise.

  • Answers your common questions instantly, day or night
  • Never invents prices, discounts or guarantees
  • Every message is logged — and visitors who leave contact details land in your pipeline as tracked leads
See how the chatbot works
A website chat widget answering a visitor's question, with suggested follow-up questions and a notice that replies come from an AI assistant
Automation & Reminders

Set it once. Never chase a payment again.

Automated WhatsApp and email reminders for payments and appointments — so the follow-up happens whether or not you remember.

The busywork runs itself.

Build a rule in plain steps: a trigger, a wait, a message. Reminders go out on time, in the client's language, across 20 locales.

  • Payment & appointment reminders on autopilot
  • WhatsApp & email, 20 languages
  • Fewer no-shows, fewer late payments
Explore Automation
ClientFlow automation rule sending a reminder message on a schedule
Inside the product

The four surfaces you'll live in every day

Real screens from ClientFlow — client records, the calendar, invoicing, and analytics.

Connected, not just bundled

Client records, appointment scheduling, invoicing and payments, and real-time analytics — every module reads the same data, so client details are entered once.

  • Client history and notes always in context
  • Scheduling that syncs with reminders automatically
  • Get paid faster with built-in invoicing and payment tracking
  • Real-time analytics on revenue, engagement, and growth
ClientFlow client records with contact details and history
ClientFlow appointments calendar showing upcoming bookings
ClientFlow payments and invoicing showing a paid invoice
ClientFlow analytics dashboard showing revenue and engagement trends
One platform

Everything to run the business — not five apps.

Stop paying for and switching between a scheduler, a spreadsheet, a chat tool and an invoicer. It's one connected OS.

Clients & CRM
Profiles, notes, history, intake forms.
Scheduling
Appointments, packages, calendar sync.
Payments
Track, invoice, estimate, recurring.
Invoicing
Invoices, estimates, receipts, PDF export.
WhatsApp
Two-way messaging with smart replies.
Automations
Reminders and follow-ups on autopilot.
Analytics
Revenue, retention, what's working.
Team
Seats & permissions, up to 53.
Inventory
Products, stock, low-stock alerts.
Expenses
Spending, categories, approvals.
Intake Forms
Custom forms clients fill before you meet.
Tasks
To-dos, subtasks, follow-ups.

Simple, transparent pricing

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

Save 2 months!

Free

For getting started

Try before you commit

Freeforever
  • Up to 10 customers
  • 100MB storage
  • Manual WhatsApp (wa.me)
  • Payment tracking (10 per month)
  • Email reminders (5 per month)
Secure checkout

Starter

For small businesses

Best for solo practitioners

$15/month
14-day free trial
  • Unlimited customers
  • 5GB storage
  • Google Calendar sync
  • Manual WhatsApp (wa.me)
  • Basic analytics
Secure checkout
Recommended

PRO

For growing businesses

Everything a solo professional needs

$29/month
14-day free trial
  • Unlimited customers
  • 50GB storage
  • Automated WhatsApp (connect your Business number)
  • AI Copilot — 500 AI credits/mo (beta)
  • Advanced analytics
  • Priority support
Secure checkout

Team

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

For growing teams

$59/month
14-day free trial
Team Seats
3seats
3 seats included in base
$15/month per additional seat
3Up to 53 seats
  • Everything in PRO
  • 3-53 team members
  • 200GB + 5GB/seat storage
  • Webhooks
  • Team permissions
Secure checkout
14-day free trial with full PRO featuresNot charged until trial endsCancel anytime with one clickExport your account 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 sold — shared only with the processors listed in our Privacy Policy

Daily Backups

Automatic encrypted backups to secure data centers

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

Ready to run your business from one platform?

Start free with up to 10 clients. One platform for client management, payments, inventory, scheduling, and more — all in one place.

Free forever for small teamsCancel anytime