IN
Structured intake
Capture customer details, request type, attachments, and intent from WhatsApp or web forms.
ClientFlow Product
A customer operations system, not just a chat inbox
ClientFlow is the operational layer that starts with WhatsApp and turns every customer message into a case, workflow, team responsibility, and management 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 to customize for different business flows
ClientFlow is designed around how your team actually receives, qualifies, and follows up on requests.
MED
Medical approvals
Receive approval requests, attachments, service types, and follow up from one workspace.
ORD
Restaurant orders
Capture customer details, order summaries, addresses, confirmations, and operational follow-up.
BOOK
Clinic bookings
Organize bookings, inquiries, reminders, and customer follow-up.
SRV
Service requests
Turn support and maintenance messages into trackable service tickets.
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.