Run your entire businessFrom one platform
28+ tools for client management, payments, scheduling, inventory, expenses, analytics, and team collaboration. The all-in-one operating system for service professionals.
Built for Expert Professionals
From lawyers to accountants, psychologists to dietitians - professionals choose ClientFlow for client management
Everything your business needs, built in
Everything about your client, in one place
See the full picture: contact info, session history, notes, payments, and preferences. Build stronger relationships with complete context at your fingertips.
Rachel Thompson
Physical Therapy
Everything you need to manage clients
Powerful tools designed for service professionals
WhatsApp Reminders
Send personalized payment reminders directly via WhatsApp
Smart Templates
Create reusable message templates with dynamic variables
Analytics Dashboard
Track revenue, collection rates, and client activity
Inventory Management
Track products, stock levels, and get alerts when items run low
Expense Tracking
Log expenses, set budgets, and track spending by category
Task Management
Create tasks with priorities, deadlines, and track completion
How ClientFlow Works
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
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
Track Every Payment
Mark payments as paid, pending, or overdue with one click. See who owes what at a glance and never miss a payment again.
- One-click status updates
- Partial payment tracking
- Payment history & receipts
Send Smart Reminders
Reach clients via WhatsApp or email with personalized messages. Automated reminders save hours of manual follow-up.
- WhatsApp Cloud API
- Customizable templates
- Scheduled auto-reminders
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
Perfect for service professionals
From fitness trainers to therapists, tutors to consultants - ClientFlow helps service professionals manage clients and get paid on time.
Fitness & Sports
Track memberships, manage session packages, and send workout reminders. Perfect for personal trainers, gym owners, yoga instructors.
Education & Tutoring
Schedule lessons, track student progress, and automate term-based invoicing. For tutors, music teachers, language coaches.
Health & Wellness
Create health intake forms, track client progress milestones, and manage consultation schedules. For dieticians, physiotherapists, chiropractors.
Beauty & Salon
Remember client preferences, track appointment cycles, and send rebooking reminders. For stylists, estheticians, massage therapists.
Therapy & Counseling
Secure intake forms, session notes, and billing management with privacy-first design. For therapists, psychologists, life coaches.
Business & Consulting
Track client goals, manage retainer payments, and document coaching sessions. For consultants, coaches, financial advisors.
Property & Construction
Manage multiple properties, track maintenance tasks with dependencies, and automate rent reminders. Perfect for real estate agents, property managers, contractors, and cooperative administrators.
Creative & Media
Track project milestones, manage client packages, and automate session booking. For photographers, videographers, graphic designers, event planners.
Pet Care & Veterinary
Schedule recurring appointments, track pet health records, and send visit reminders. For pet sitters, dog walkers, groomers, veterinary practices.
Also perfect for:
Everything you need to manage clients
A complete toolkit to organize clients, schedule sessions, track payments, and build lasting relationships.
Client Management
Keep all your clients organized in one place. Add notes, tags, groups, and custom fields to know every client better.
Appointments & Scheduling
Schedule sessions, set recurring appointments, and send automatic reminders. Never double-book again.
Payment Tracking
Track monthly payments with clear status indicators. Mark payments as paid, unpaid, or partial with one click.
Smart Reminders
Send WhatsApp & email reminders for appointments and payments. Automated messaging for PRO users.
Analytics & Insights
Understand your business with revenue trends, client activity, and payment patterns at a glance.
Notes & History
Track session notes, client preferences, and important details. Build stronger relationships with context.
Inventory Management
Track products, monitor stock levels, manage suppliers, and get ABC analysis to optimize your inventory.
Expense Tracking
Log expenses, set budgets, track spending by category, and see where every dollar goes with visual reports.
Task Management
Create tasks, set priorities and deadlines, track completion, and never let important to-dos slip through the cracks.
Time Tracking
Track billable hours per client, log time entries, and generate timesheets for accurate invoicing.
Financial Reports
Get profit & loss statements, cash flow analysis, budget variance reports, and business health scores.
Team Collaboration
Add team members, assign roles and permissions, track activity, and monitor SLAs across your team.
Try ClientFlow with Complete Confidence
No risk, no commitment, no surprises
Cancel anytime during trial
Simple, transparent pricing
Start free and upgrade when you need more. No hidden fees.
Free
For getting started
Try before you commit
- Up to 5 customers
- 25MB storage
- Manual WhatsApp (wa.me)
- Payment tracking
- Email reminders
Starter
For small businesses
Best for solo practitioners
- Unlimited customers
- 500MB storage
- Google Calendar sync
- Basic analytics
- 7-day free trial
PRO
For growing businesses
Most popular for professionals
- Unlimited customers
- 5GB storage
- Automated WhatsApp
- Advanced analytics
- Google Calendar sync
- Priority support
PRO Duo
Perfect for partnerships & couples
Perfect for partnerships
- Everything in PRO
- 2 team members
- 7GB storage
- Shared templates
- 14-day free trial
Team
For teams and organizations
For growing teams
- Everything in PRO
- 3-53 team members
- 10GB + 1GB/seat storage
- SSO & custom domain
- Team permissions
Compare plans
| Features | |||||
|---|---|---|---|---|---|
Core Features(13) | |||||
Customers | 5 | ||||
Storage | 25MB | 500MB | 5GB | 7GB | 10GB + 1GB/seat |
Message Templates | 3 | 15 | |||
Monthly Reminders | 5 | 100 | |||
WhatsApp Reminders | Manual (wa.me) | Manual (wa.me) | Automated | Automated | Automated |
Intake Forms | 3 | 10 | 10 | ||
Custom Fields | |||||
Smart Alerts | |||||
Service Packages | |||||
Recurring Payments | |||||
Stored Payment Cards | 1 | 3 | 5 | 5 | 10 |
Bulk Operations | |||||
Advanced Search | |||||
Analytics & Reporting(6) | |||||
Integrations(4) | |||||
Team & Collaboration(4) | |||||
Support(3) | |||||
Data Security
Your data is protected with AES-256 encryption
End-to-End Encryption
All data encrypted at rest and in transit
Privacy First
Your data is never shared with third parties
Daily Backups
Automatic encrypted backups to secure data centers
Frequently asked questions
Everything you need to know about ClientFlow
Ready to run your business from one platform?
Start free with up to 5 clients. 28+ tools for client management, payments, inventory, scheduling, and more — all in one place.