商业与专业

商业与专业服务软件 - 客户管理

面向商业专业人士的客户管理。追踪客户、管理付款、安排咨询。适用于会计师、律师、财务顾问和商业咨询师。

免费开始

无需信用卡2分钟即可设置随时取消

8+ 解决方案

商业与专业职业

商业教练

Track client goals, schedule strategy sessions, and manage coaching packages.

顾问

Track project timelines, manage client retainers, and organize deliverables.

理财顾问

Schedule client reviews, manage portfolio notes, and track financial plans.

会计师

Manage client billing cycles, track retainers, and organize tax documents efficiently.

律师

Manage case timelines, track billable hours, and schedule client consultations.

房产经纪人

Track property showings, manage client follow-ups, and organize closing documents.

销售专员

销售专业人员的线索、会议和付款管理。

医疗旅游机构

医疗旅游机构的患者、咨询和付款管理。

为什么商业与专业专业人士选择 ClientFlow

客户管理

详细的客户档案、会议历史和付款记录，全部集中在一个地方。

预约排程

日历同步、可用时间管理和自动预约确认。

付款跟踪

跟踪定期付款，查看谁欠多少，在到期日前发送提醒。

自动提醒

会议和付款的WhatsApp和电子邮件提醒。减少爽约率高达70%。

任务管理

通过优先级跟踪来组织待办事项、跟进和团队分配。

库存与产品

跟踪库存水平、产品成本和销售。在商品缺货前获得提醒。

开始免费试用

无需信用卡2分钟设置随时取消

常见问题

ClientFlow helps consultants manage client engagements, track retainer payments, schedule meetings, and send automated follow-ups — keeping your practice organized and professional.

Yes. Financial advisors use ClientFlow to manage client relationships, track recurring advisory fees, schedule review meetings, and maintain organized client records.

ClientFlow helps solo practitioners and small law firms manage clients, track billing, schedule consultations, and send reminders — without the cost of enterprise legal software.

Accountants use ClientFlow to track monthly retainer clients, schedule recurring meetings, manage payment collection, and send automated reminders during tax season.