Comparison
ClientFlow vs Spreadsheets
Spreadsheets helped you get started. ClientFlow helps you grow.
Core Features
| Feature | ClientFlow | Spreadsheets |
|---|---|---|
| Client profiles with contact info | Manual setup | |
| Payment tracking with status | Manual formulas | |
| Appointment scheduling | ||
| Automated reminders | Email on every plan (sent from your own connected email account); automated WhatsApp on Pro | |
| Mobile access | iOS app + installable web app | Limited |
| Real-time dashboards | Manual charts |
Automation & Workflows
| Feature | ClientFlow | Spreadsheets |
|---|---|---|
| Auto payment reminders | ||
| Recurring payment tracking | Manual entries | |
| Overdue payment alerts | ||
| Client intake forms | Starter and above | |
| Session package management | Session-count programs (no prepaid balance) | Manual tracking |
| Invoice generation |
Growth & Security
| Feature | ClientFlow | Spreadsheets |
|---|---|---|
| Revenue analytics | Basic from Starter; advanced on Pro | Manual calculation |
| Client retention metrics | Pro plan | |
| Multi-language support (20) | ||
| Team collaboration | Team plan | File sharing issues |
| Data backup & security | Automatic | Manual |
| GDPR-ready | Built-in | Your responsibility |
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