One platform

Everything to run a client business — not five apps.

Clients, scheduling, payments, invoicing, inventory, messaging, tasks, analytics and team — one connected OS, solo to team.

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Clients & CRM

Profiles, notes and history.

Scheduling

Appointments and reminders; calendar sync from Starter.

Payments

Track, invoice, estimate, recurring.

Invoicing

Invoices, estimates, receipts, PDF export.

Two-way messaging with smart replies.

PRO

Automations

Reminders and follow-ups on autopilot.

Analytics

Revenue, retention, what's working.

Starter

Team

Seats & permissions, up to 53.

Team

Inventory

Products, stock, low-stock alerts.

Starter

Expenses

Spending, categories, approvals.

Intake Forms

Custom forms clients fill before you meet.

Starter

Tasks

To-dos, subtasks, follow-ups.

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.

One source of truth

Stop switching between a scheduler, a spreadsheet, a chat tool and an invoicer. It's all connected.

Scales with you

Start solo on Free or Pro, add seats on Team — up to 53 — with no migration.

Built for businesses worldwide

20 languages, customer data stored in the EU, GDPR-ready — and every sub-processor is listed in our public register.

One connected OS

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AI Copilot Leads & Chatbot Automation

Your AI teammate is ready.

Start free — no payment details. The 14-day free trial needs no card either; you pay only if you choose to keep the plan.

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