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, and payment and appointment reminders sent in each client's own language.
The AI copilot (Pro, beta) drafts replies, structures notes, and drafts invoices and estimates — you review before anything is sent or saved.
Demo workspace with sample data
Ask your business anything. It answers — and drafts.
An assistant that knows your clients, schedule and money. It writes replies, structures session notes and drafts invoices and estimates — 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
Demo workspace with sample data
Turn website visitors into booked clients.
Every enquiry — from an intake form, your booking page or the chatbot — lands in one pipeline you can actually work. A won lead becomes a client record with its history intact.
From "just browsing" to "won" — tracked end to end.
The pipeline moves each lead from new to won. Converting it creates the full client record in one click, so the booking, the invoice and the follow-up that come next all start from the same place.
- Captures from intake forms, your booking page and the chatbot
- Visual pipeline: New → Contacted → Qualified → Won
- Won leads convert straight to clients
Demo workspace with sample data
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
- Built to answer only from what you configure, and to hand over when it can't
- Every message is logged — and visitors who leave contact details land in your pipeline as tracked leads
Set it once. The follow-up happens without you.
Automated WhatsApp and email reminders for payments and appointments — so the follow-up happens whether or not you remember.
The busywork runs itself.
Switch on ready-made automations — welcome messages, no-show follow-ups, payment reminders, rebooking nudges — then edit the wording and add a version for each client language. Free includes 2 of the 11, Starter 3, Pro all of them.
- Payment & appointment reminders on autopilot
- WhatsApp & email, 20 languages
- Edit the wording of every message
Demo workspace with sample data
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
Demo workspace with sample data
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.
A badge names the plan that unlocks a screen. The rest open on every plan, Free included — though some features inside them, and some limits, still depend on the plan.
Payments records and invoices what your clients owe and pay. ClientFlow is not a payment processor and never moves money on your behalf.
Simple, transparent pricing
Start free and upgrade when you need more. No hidden fees.
Data Security
Notes, outcome records and connection credentials are encrypted at rest with AES-256-GCM; all traffic is encrypted with TLS.
TLS in transit, AES-256-GCM on notes
TLS in transit; notes, outcome records and connection credentials 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
Database hosted in Germany (EU) · AES-256-GCM on notes and credentials · GDPR-ready · 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.