How does the free plan work?

Start with core CRM features for up to 3 users. Upgrade anytime for automations and dashboards.

Can I import my data?

Yes. Import contacts, companies, and deals from CSV in a few clicks.

ClientFlow runs on secure infrastructure with SSL by default and role-based permissions.

Do you have a client portal?

Yes—create a read-only client role to share progress and files, powered by Corteza modules.

ClientFlow CRM — Simple, Powerful CRM for Small Businesses

Built because we’ve been there

We were tired of clunky, overpriced CRMs that slow teams down. ClientFlow is simple for first-timers, powerful for growing teams, and adaptable enough to fit your process.

Fast onboarding: get set up in minutes—no IT required.

Affordable pricing: powerful CRM without enterprise costs.

Customizable: tailor pipelines, fields, and dashboards.

Secure & scalable: built on open-source Corteza.

Everything you need. Nothing you don’t.

Lead & Client Management

All client info and communication in one place, organized and searchable.

Custom Pipelines

Drag-and-drop stages for sales or projects—tailored to your workflow.

Automation & Workflows

Auto-assign leads, send reminders, and trigger actions when statuses change.

Simple pricing

Start free. Upgrade when you’re ready.

Standard

$30

Up to 3 users • Core CRM

Perfect for solo founders and small teams starting out.

Choose Standard – $30

100% Secure Payment

Pro

$75

Workflows • Dashboards

For growing teams who want automation and advanced reporting.

Choose Pro – $75

100% Secure Payment

Business

Let’s talk

Advanced roles • SLA • Priority support

Contact Sales

What customers say

“We onboarded in a day and never looked back.”

— Jamie, Agency Owner

“Finally a CRM our team actually uses.”

— Priya, Operations Lead

“Automations save us hours every week.”

— Luis, Sales Manager

Frequently Asked Questions

What is included in the Standard and Pro plans?

The Standard plan includes core CRM features for up to 3 users. The Pro plan unlocks advanced automations, dashboards, and priority support for growing teams.

Can I import my existing data?

Yes! You can easily import contacts, companies, and deals from CSV files. Our support team is happy to help with migrations.

Is my data secure and private?

Absolutely. ClientFlow uses SSL encryption, secure cloud infrastructure, and role-based permissions to keep your data safe and private.

Can I cancel or change my plan anytime?

Yes, you can upgrade, downgrade, or cancel your subscription at any time from your account dashboard. No long-term contracts.

Do you offer support?

All plans include email support. Pro users receive priority support. Our team is here to help you succeed!

Does ClientFlow work on mobile devices?

Yes, ClientFlow is fully responsive and works great on phones, tablets, and desktops.

Can I invite my team?

Yes, you can invite team members to collaborate, assign roles, and manage permissions easily.

From the blog

Guides and playbooks to streamline your client operations.

Manage Clients. Simplify Sales. Grow Faster.