From first lead to final payment — manage your pipeline, send proposals, collect payments, and deliver projects. All in one place. No more juggling 5 different tools.
Everything you need
Stop paying for 5 different tools. ClientFlow replaces your CRM, email marketing, invoicing, scheduling, and project management — in one clean interface.
Drag-and-drop Kanban board to track every deal from lead to close. Customize stages to match your workflow.
Connect Gmail or Outlook. Send emails, track opens, and automate follow-up sequences. SMS via Twilio.
Let clients book meetings directly. Syncs with Google Calendar, sends reminders automatically.
Send proposals, contracts, and invoices from one place. Track approvals and e-signatures.
Invoice clients and collect payments. Track payment status, send reminders, and get paid faster.
Branded portal where clients view progress, approve documents, pay invoices, and message your team.
Automate follow-ups, reminders, and task creation. The CRM works while you focus on delivering.
360-degree view of every customer — activity timeline, deal history, notes, tags, and custom fields.
Revenue forecasts, pipeline funnels, conversion rates, and team performance — all at a glance.
70%
cheaper than HoneyBook
Same features, fraction of the price
5 min
to set up
Sign up, connect email, start closing
100%
your data
No vendor lock-in, export anytime
24/7
automation
Follow-ups run while you sleep
Built for service businesses
Whether you're a solo freelancer or a growing agency, ClientFlow adapts to how you work.
Manage bookings, send contracts, collect retainers — all before the shoot.
Replace HoneyBook + Calendly + Wave
Track leads from first call to final invoice. No deals fall through the cracks.
Replace Dubsado + Google Sheets + PayPal
Pipeline visibility for every team member. Client portal keeps everyone aligned.
Replace Pipedrive + DocuSign + Slack
Pricing
Start free, upgrade when you need more. No hidden fees, no per-user surprises.
Try it out, no commitment
For solo freelancers getting started
For growing businesses with clients
For teams that need more power
For agencies at scale
The all-in-one platform for service businesses to manage their entire client lifecycle. 14-day free trial — no credit card required.