IN
Structured intake
Capture customer details, request type, attachments, and intent from WhatsApp or web forms.
ClientFlow · Healthcare
Patient requests and medical approvals over WhatsApp
ClientFlow receives patient and member messages on WhatsApp and turns them into requests with a number, a status and an owner: bookings, medical approvals, claims and inquiries. Management sees everything in one dashboard.
What it does
From message to operational decision
Instead of keeping requests inside scattered conversations, ClientFlow turns them into structured, trackable work.
CAT
Classification
Identify the request type and route it to the right workflow or team.
CASE
Case creation
Every request gets a clear case, status, priority, and timeline.
TEAM
Team routing
Assign cases to the right operational team based on request type and priority.
SLA visibility
See open cases, delayed work, and response indicators.
Reports
Management dashboards for workload, recurring requests, and integration readiness.
Use cases
Ready-made flows for healthcare
Each flow is designed around how your clinic, medical center or insurer actually works.
MED
Medical approvals
Receive approval requests, attachments and service type, and follow the case until the insurer replies.
BOOK
Clinic bookings
Organize bookings, inquiries, appointment reminders and patient follow-up.
CLM
Claims & reimbursements
Receive reimbursement requests and documents, and track every claim's status.
INQ
Patient & member inquiries
Answer repeated questions and route cases that need a person to the right team.
Dashboard Showcase
Management sees what happens after every customer message
ClientFlow gives your team a clear view of cases, indicators, attachments, and integration readiness.
Overview Dashboard
Executive visibility for open cases, workload, service indicators, and operational readiness.
Overview Dashboard
A quick executive view of the system’s operational status.
Operations Workspace
Track cases, attachments, and operational progress from one place.
Service Indicators
Measure response speed, delay risks, and daily performance.
Integration Health
Understand current integrations and future system readiness.
Dashboard
Operational visibility beyond replies
The value is not only answering customers. The value is knowing what happened after every message, who owns the case, and what needs action.
CasesSLAAttachmentsReports
Integrations
Built to start fast and scale when needed
Begin with Google Sheets, then expand into CRM, APIs, or ERP integrations based on scope.
GS
Google Sheets
Fast lead and request capture.
CRM
CRM
Connect cases and customers to your CRM system.
APIs
Read/write data with internal systems.
ERP
ERP readiness
Future expansion for larger operational environments.
ClientFlow plans
Start with the operating model that fits your business
Packages are directional. Final scope depends on channels, volume, workflows, and integrations.
Clean starting point
Starter
$99 / month
For businesses that need a clean and fast starting point without technical complexity.
- Basic WhatsApp flow
- Google Sheet or simple dashboard
- Basic setup and team handover
Best when the goal is to organize messages and requests for the first time.
Request package review
Best for growing teams
Growth
$199 / month
For teams that need dashboard visibility and better follow-up across cases.
- WhatsApp + Dashboard
- Case classification and priorities
- Follow-up for open requests
Recommended for teams receiving daily messages and needing operational visibility.
Book Growth demo
Advanced operation
Pro
$399 / month
For more advanced operations and deeper integrations with business systems.
- Multiple workflows
- Advanced reporting
- Integrations based on scope
Best when your team has multiple service paths or multiple follow-up teams.
Discuss Pro needs
Custom solution
Enterprise
Custom
For larger teams, multi-team operations, and sensitive integrations.
- Custom workflows
- API / CRM / ERP readiness
- SLA & multi-team visibility
Scope is defined after reviewing operations, teams, and required integrations.
Contact us
Every package can be tailored based on channels, message volume, teams, and integration depth.
Book your demo
Start with a quick review of how your team receives requests
Leave your details and we will review your business model, then suggest the most suitable ClientFlow setup.
No immediate commitment
Suitable for Egypt and GCC
WhatsApp-first
We usually reply within one business day. Your details are used only to follow up on your request.