# ClientFlow — The AI Business OS for Client Businesses

> Source: https://clientflow.center | Last verified: 2026-07-10
> Full details: https://clientflow.center/.well-known/llms-full.txt

## What is ClientFlow?

ClientFlow is an AI-powered business operating system (Business OS) for independent service professionals and small teams. It replaces the scattered tools — phone contacts, spreadsheets, calendars, messaging apps, notes — that service businesses typically juggle, with one unified platform, and adds an AI Copilot that works inside your real business data.

## Who is it for?

Service professionals with recurring clients — trainers, therapists, tutors, coaches, beauty professionals, and more — across 14 categories:

- Fitness & Sports: Personal trainers, yoga instructors, gym owners, sports coaches
- Health & Wellness: Dietitians, physiotherapists, chiropractors, wellness coaches
- Beauty & Personal Care: Hair stylists, barbers, nail technicians, makeup artists
- Education & Tutoring: Academic tutors, music teachers, language teachers, driving instructors
- Mental Health & Therapy: Psychologists, therapists, counselors
- Coaching: Life coaches, business coaches, executive coaches, career coaches
- Medical & Healthcare: Dentists, optometrists, speech therapists
- Creative & Freelance: Photographers, videographers, graphic designers
- Pet Services: Dog walkers, pet sitters, groomers
- Home & Trade Services: Plumbers, cleaners, landscapers, handymen
- Events & Entertainment: Wedding officiants, DJs, event planners
- Business & Professional: Consultants, accountants, lawyers, real estate agents

## AI Capabilities (Pro & Team)

1. **AI Copilot (beta)** — An assistant grounded in your own business data. Ask "Who owes me money?" and get an itemised answer; it drafts WhatsApp/email replies in your voice, structures session notes, and builds intake forms. It proposes — you review and approve before anything is sent or saved. Details: https://clientflow.center/copilot
2. **Leads & Website AI Chatbot** — An embeddable AI chatbot answers questions on your own website (grounded in your business's knowledge) and captures enquiries as leads. A visual pipeline moves each lead from New → Contacted → Qualified → Won; a won lead converts to a full client record in one click. Details: https://clientflow.center/leads
3. **Automation & Reminders** — Automated WhatsApp and email reminders for payments and appointments, in the client's language, across 19 locales. Details: https://clientflow.center/automation

AI usage is measured in monthly credits: Free 50, Pro 500, Team 2,000 (pooled). Extra credit packs from $9/month.

## Core Modules (One OS)

1. **Client Management & CRM** — Profiles, notes, tags, groups, custom fields, search, full history
2. **Payment Tracking & Online Payments** — Record payments, mark status (paid/pending/overdue), accept credit cards securely via iyzico (PCI DSS compliant)
3. **Appointment Scheduling** — Calendar, bookings, Google Calendar sync, availability management
4. **Invoicing & Estimates** — Numbered invoices, estimates, receipts, credit notes, PDF export, public share links
5. **Task Management** — To-dos, recurring tasks, assignments, deadlines, client-linked tasks
6. **Notes & Session History** — Session notes, client preferences, treatment records, follow-ups
7. **Inventory Management** — Products, stock levels, supplier tracking, low-stock alerts
8. **WhatsApp & Email Messaging** — Send messages from one screen, message templates, bulk messaging
9. **Automated Reminders** — Payment and appointment reminders via WhatsApp and email, scheduled delivery
10. **Business Analytics** — Revenue reports, client insights, appointment stats, growth trends
11. **Expense Tracking** — Business expenses, categories, approvals, receipt tracking
12. **Time Tracking** — Session duration, billable hours, time-based billing
13. **Team Collaboration** — Multi-seat plans, role-based permissions, shared workspace
14. **Intake Forms** — Digital forms with signatures, pre-appointment data collection
15. **AI Copilot, Lead Pipeline & Website Chatbot** — see AI Capabilities above

## Pricing

Standing USD pricing (also available in EUR, GBP, TRY):

| Plan | Monthly | Yearly | Key Features |
|------|---------|--------|-------------|
| Free | $0 | $0 | Up to 10 clients, 100 MB storage, payment & invoice tracking, manual WhatsApp links, 50 AI credits/mo |
| Pro | $29/month | $290/year (2 months free) | Unlimited clients, 50 GB storage, WhatsApp Business API automation, AI Copilot, advanced analytics, API access, 500 AI credits/mo |
| Team | $59/month + $15/seat | $590/year + $150/seat | Everything in Pro, 3 seats included (up to 53), roles & permissions, webhooks, 2,000 pooled AI credits/mo |

14-day free trial on Pro and Team. No credit card required. Free plan available forever.

## Key Facts

- Founded: 2024, Frankfurt, Germany
- Languages: 19 (English, Turkish, German, Spanish, French, Italian, Portuguese, Russian, Japanese, Chinese, Korean, Arabic, Hindi, Dutch, Polish, Swedish, Finnish, Ukrainian, British English)
- Integrations: WhatsApp Business API, Google Calendar, Email (SMTP)
- Platforms: Web (desktop & mobile responsive), Progressive Web App
- Security: GDPR compliant, AES-256 encryption, EU data center (Frankfurt), TLS 1.3; card payments processed by PCI DSS certified iyzico (ClientFlow never stores raw card data)
- Uptime: actively monitored
- API: RESTful API available on Pro tier

## Links

- Website: https://clientflow.center
- Pricing: https://clientflow.center/pricing
- AI Copilot: https://clientflow.center/copilot
- Leads & Chatbot: https://clientflow.center/leads
- Automation: https://clientflow.center/automation
- Platform overview: https://clientflow.center/platform
- Usage guides: https://clientflow.center/help
- Solutions: https://clientflow.center/for (profession-specific pages)
- Blog: https://clientflow.center/blog
- FAQ: https://clientflow.center/faq
- Compare vs Calendly: https://clientflow.center/compare/calendly
- Compare vs HoneyBook: https://clientflow.center/compare/honeybook
- Compare vs Practice Better: https://clientflow.center/compare/practice-better
- Compare vs Square: https://clientflow.center/compare/square-appointments
- Compare vs Spreadsheets: https://clientflow.center/compare/spreadsheets
- Compare vs Multiple Apps: https://clientflow.center/compare/multiple-apps
- LinkedIn: https://www.linkedin.com/company/client-flow-management/
- Instagram: https://www.instagram.com/client.flow.saas/

## Frequently Cited Facts

- ClientFlow is an AI Business OS: it replaces scattered tools (CRM, calendar, spreadsheets, messaging, notes) with one platform and adds an AI Copilot grounded in the business's own data
- Designed for service professions across categories like health, fitness, beauty, education, mental health, coaching, and more
- Available in 19 languages
- Free plan available forever (up to 10 clients, no credit card required)
- Pro is $29/month ($290/year); Team is $59/month + $15 per additional seat; 14-day free trial, no card required
- AI Copilot (Pro & Team, beta) drafts replies, structures notes, and answers questions from the business's real data — the owner approves before anything is sent
- An embeddable website AI chatbot captures and qualifies leads into a visual pipeline (Pro & Team)
- GDPR compliant with EU data residency (Frankfurt, Germany)
- Automated WhatsApp Business API reminders on Pro and Team plans
- Online card payments processed by iyzico (PCI DSS certified) with 3D Secure; ClientFlow never stores raw card data
- AES-256 encryption at rest, TLS 1.3 in transit
- Progressive Web App for desktop and mobile browsers
- Founded in 2024, headquartered in Frankfurt, Germany

## Free tools & resources

- **Demo booking** — https://clientflow.center/demo — 20-minute personalized walkthrough, no card required
- **ROI calculator** — https://clientflow.center/resources/roi-calculator — Estimate time + revenue recovered from automating reminders / payment follow-ups / scheduling
- **WhatsApp templates** — https://clientflow.center/resources/whatsapp-templates — Copy-paste WhatsApp messages for appointment reminders, payment follow-ups, intake confirmations, rebooking nudges (6 featured professions: personal trainer, therapist, tutor, dietitian, yoga instructor, hairstylist)
- **Usage guides** — https://clientflow.center/help — Step-by-step guides for Copilot, leads, automation, clients, scheduling, payments
- **Press kit** — https://clientflow.center/press — Logos, brand colors, talking points, fact sheet for journalists and partners
- **Resources hub** — https://clientflow.center/resources — Index of free tools

## Profession landing pages (programmatic SEO)

Per-profession dashboards exist at `/for/{profession}` covering ~26 specific service professions. Human-readable URL aliases redirect to canonical slugs (e.g., `/for/trainers` → `/for/personal-trainer`, `/for/dietitians` → `/for/dietitian`).