"The all-in-one client management platform for your business"
ClientFlow CRM offers a variety of customised white labelled solutions and integration options for a more productive business environment.
User-friendly and efficient solutions for document archiving and record-keeping.
losses and productivity with various reporting options.
sensitive personal consumer information.
The best Saas CRM solution for:
Debt Mediation (Affordable Distribution) Service was specifically designed to assist consumers where all their creditors are still being paid but in line with what the consumer can afford, and more specifically those that do not qualify for Debt Counselling. This helps clients to free up monthly cash flow, while still paying their debts instead of borrowing more money to pay debts.
Admin Order rescission
Certain (not all) administrators take people’s money for many years, without paying creditors. We have seen many clients paying for 5 years on admin orders and after this time they owe MORE than what they originally did! We prove to the court that the client is in a better financial position and can pay the full installments. We have corresponding attorneys across the country to attend to these matters.
Admin Order Assessment
You need to make sure that you will successfully have the Admin Order rescinded in court, all admin orders are court orders. You need to determine if the client is in a better financial position and can pay the full amounts to creditors.
Credit Interpretation Report
This product is for clients who apply for credit but their application is unsuccessful but the creditor does not provide a reason for declining the application. With this product, you draw the client’s credit report and can then see whether they have Defaults, Judgments, Administration orders, or Garnishing orders. These are then evaluated to determine a way forward to assist a client in improving their financial situation.
This product forms part of the Credit Evaluation and Credit Interpretation Report. ClientFlow is integrated with Experian and XDS.
Credit Score Booster
The removal, improvement, or management of a consumer’s credit score can improve so that consumers may qualify for loans again. This product provides methods for improving a person’s credit score by looking at their credit report.
Debt Review Assessment
This product helps you to determine whether a client can be successfully removed from debt review, whether it is an update that needs to be done, or taking the matter to court.
Debt Review Cancellation
This product will be used If a consumer’s debt review assessment warrants cancellation of debt review, after doing the Assessment.
Default listings can be a real pain since there is no court order issued and nowhere to apply to have it removed. We remove and or update all four major credit bureaus, but the Judgment needs to be paid up.
This prevents consumers from getting loans, consumers might have paid up all the debt but are still stuck with judgments. With this product, you can remove and or update all four major credit bureaus, but the Judgment needs to be paid up.
The product is a Legal Advisory Service that brings consumers the convenience of professional legal assistance whenever they might need it. From labour matters to civil disputes, your clients can rest assured that they will receive all the necessary advice to ensure that their rights are upheld and their best interests are looked after.
Would you to like to know more about how ClientFlow can elevate your business?
Get in touch now for a free demo of our platform!
Your team deserves more than a few great features.
Tools built for scale, built to work and built for your success.
Our support and development team is a dynamic and passionate team of tech enthusiasts, with elite software development expertise. We are here to support you all the way.
ClientFlow is integrated with DocuSign so you will be able to send any documents that requires a signature, directly from the ClientFlow system to your clients to sign electronically.
Customer Relationship Management
CRM is a term that refers to practices, strategies and technologies that companies use to manage and analyze customer interactions and data throughout the customer lifecycle.
Call Recording Automation
The ClientFlow CRM support team will help you to set up your office so that all calls are recorded and stored with the client file you are busy with. You can also “click to call” right from the ClientFlow CRM system – so no need to pick up a phone and dial first.
Automated Emails and SMS
Emails and SMS’s are sent directly from the system to clients and saved in Notes. Emails come from your own website URL so your client will not receive an unknown URL system email. With the ZoomConnect integration you can do bulk advertising campaigns, or simply send an SMS via the system to clients.
Document Integration & Automation
The ClientFlow CRM support team will help you to set up your office so that all calls are recorded and stored with the client file you are busy with. History of communication with a document archive is saved for every client.
Task Automation & Management
A critical function for any CRM system and made simple and easy to use on ClientFlow CRM. Users can assign tasks to other users and notes can be deleted only by the person entering a note.
User Management & Permissions
ClientFlow has standard user roles, but you can also with our access control function change user permissions to fit your company requirements.
Clientflow can help your business streamline and organize your work using our CRM.
Some of our features include:
Call Recording Automation
24 hour support
ACH Payment Collections
Document Production, Integration & Automation
Task Automation & Management
Document Signature - Docusign Integration
Your inputs and feature requests always welcomed
Bank Account Validation
Debicheck Payment Collections
User Roles and Access Management Customization
Portals for: Companies, Franchises, Remote Sales Offices, Affiliates, Customer
Hear what our customers are saying.
Why choose Clientflow?
Customization of Clientflow to fit your workflows is critical to successfully realizing the potential benefits of better client data management. You can save a lot of time, improve data quality, and ensure data traceability with a tailored system.
We believe that system customization is best done by people close to the end. These are the people most familiar with your particular workflows, and they can act quickly.
Process and Results Orientated
The system has a strong focus on the processes users go through to achieve their goals. It is a combination of the process-oriented approach and a result-oriented approach that provides the right tools in the toolbox to get the job done. Certain tasks can be automated, freeing up manpower and resources to focus on more complex tasks, and various information and data in the workplace can be easily quantified and collected.
Powerful Platform with Robust Technology
Any successful platform needs a very robust design and it should be scalable, upgradable and expandable based on the market and technology trends. In recent years’ technology, and communication is changing rapidly. This has created a very high opportunity for industries to leverage technology & increase customer experience.
Clientflow designed and developed the system considering the user and client at the centric. The entire design is done by experts who have worked with industries for a long time. They understand industry pain points, current status and what innovation would be required to drive the industry to the next level.
New Features and Enhancements
We’re always improving the platform, adding new features and listening to our customers’ requests. If something can be improved or a new feature added, we’ll get it done.