CRM Features | Tools to Manage Clients & Sales Easily

Powerful Features, Simple to Use

ClientFlow brings together everything small businesses need to manage clients, track sales, and grow—all in one platform.

Contact Management

Keep every client interaction in one place—no more lost emails or sticky notes.

Store unlimited contacts

Track calls, emails, and meetings

Add notes and custom fields

Sales Automation

Automate repetitive tasks and focus on what matters most—building relationships.

Smart reminders for follow-ups

Automated email workflows

Task scheduling and alerts

Reports & Analytics

Turn data into insights with clear, actionable reports.

Real-time dashboards

Customizable KPIs

Sales pipeline tracking

Seamless Integrations

Connect the tools you already use and keep everything in sync.

Gmail & Outlook

QuickBooks & Xero

Slack & Zapier