A client management platform for teams
to more effectively manage their clients
The first tool that doesn't require your clients to create an account
Templates
Approvals
Analytics
Common Inbox
Custom Branding
COLLABORATE
Effortlessly share conversations with your team
Inboxes can be black holes. For better or for worse, everyone drops the ball on email conversations. Consolidated team threads prevent inbox black holes.
Open/Close Threads
When a conversation comes to a conclusion, close it out.
Assign conversations to teammates
Every conversation should have one team member held responsible.
Add Internal Notes
Teammates can leave notes on threads, projects, and clients.
“When managing multiple clients and projects, keeping your email inbox organized can be a nightmare. ClientFlow has made a huge difference for us by moving client conversations and approvals out of the inbox and into a central, organized platform.”
COMMON INBOX
Manage inbound and outbound conversations
Guarantee Client Participation
Projects run smoother when clients participate. ClientFlow makes participation easy.
Messages Delivered to Inboxes
Clients don't create an account or learn a new system.
Attach via Dropbox, Google Drive, or Box
Share files where they're currently managed. No need to store files in 3 places.
CUSTOM BRANDING
Your brand comes first
You work hard to build relationships with clients. Custom branding reduces the distractions that most tools create. Look as good as you are.
MESSAGE TEMPLATES
Build processes by templating communications
- Onboarding
- Status Updates
- Invoices
- Feature Requests
REQUEST APPROVALS
Automate Your Approval Workflow
On-the-Record Approvals10
Approval requests and confirmations are recorded automatically.
Actionable via Email
Approvals are delivered via email and can be confirmed from the inbox.
Learn More
Track Late Approvals
An approval's due date eliminate clients from slowing down the project.
ANALYTICS
Identify clients who need a nudge
Get a glimpse into your client’s engagement level by knowing when they open the messages and approvals you send. What’s more, know when they click the links included in those emails.
Message Analytics
Get insight into which client contacts open your messages and when.
Always know which client needs a response
Part of a excellent client experience is timely responses. Don't accidentally leave a client out to dry.
I used to have to set up alerts and write down notes to remember where a project thread was for various clients. It was overwhelming and unproductive. Now, everything is where it should be, and nothing gets lost. ClientFlow is simple. And that’s why I love it.”
