How CustomerFlows Works

CustomerFlows is a revenue operating system for HVAC, roofing, plumbing, landscaping, electrical, cleaning, and general contracting businesses. Here is what happens from the moment you sign up.

Step 1: Sign up and select your trade (2 minutes)

When you create your account, CustomerFlows asks one question: "What type of work do you do?"

Select your trade and the platform generates a CRM pipeline with industry-appropriate stages. A roofer gets:

Inquiry → Inspection Scheduled → Quote Sent → Approved → Job Scheduled → Completed → Paid

A plumber gets:

New Call → Dispatched → On-Site → Invoice Sent → Paid

You can customize every stage name, add stages, remove stages, and reorder them at any time. But you start with something that matches your actual workflow, not a blank screen. For why this matters, see why most CRMs fail contractors.

Step 2: Connect your WhatsApp number (2 minutes)

Enter your business phone number. Verify with a one-time code. Your WhatsApp Business account is provisioned automatically, no Meta Business Manager setup, no API configuration, no technical knowledge required.

Once connected, your AI chatbot goes live immediately. When a customer messages your number, the chatbot responds in under 60 seconds with qualifying questions tailored to your trade.

For the full technical details on how WhatsApp Business API works for contractors, see our complete WhatsApp guide.

Step 3: Add your website tracking (1 minute)

Copy a single line of JavaScript (your tracking.js snippet) and paste it into your website's header. This enables:

• Visitor tracking: See which pages potential customers visit before contacting you
• Source identification: Know whether each visitor came from Google Ads, Meta, organic search, or a referral
• GCLID capture: Automatically capture the Google Click Identifier from every ad click, enabling full marketing attribution

If you are not ready to add tracking to your website yet, skip this step. WhatsApp lead capture works independently.

Step 4: Your first lead (it happens fast)

Here is the complete journey from a homeowner's perspective:

1. Homeowner sees your Google Ad for "AC repair near me" and clicks
2. Lands on your website, CustomerFlows captures the visit and the GCLID
3. Clicks "Message us on WhatsApp", or messages your number directly
4. AI chatbot responds instantly: "Hi! Thanks for reaching out to [Company]. What type of service do you need?"
5. Homeowner replies: "My AC stopped working, it's really hot"
6. Chatbot qualifies: Asks about urgency, property address, whether they own or rent, preferred appointment time
7. Deal appears in your pipeline with all qualification data: job type (AC repair), urgency (high), address, source (Google Ads, "AC repair" campaign), and full conversation history

Your team arrives in the morning and sees a pre-qualified, urgent AC repair lead in the pipeline, complete with the customer's details and conversation, without anyone answering a phone or entering a single piece of data.

Step 5: Track deals through your pipeline

Drag deals from stage to stage as work progresses. Each deal card shows the source (which ad or channel created this lead), the conversation history, qualification data, deal value, and any notes your team adds.

The pipeline gives you two views your business needs:

• Today's view: What needs attention right now? Which deals are stuck? Who needs follow-up?
• Revenue view: How much is in the pipeline? Which stage has the most value? What is the conversion rate from quote to close?

For contractors wanting multiple pipelines (e.g., separating service calls from new installs), the Growth tier ($149/mo) supports up to 5 customizable pipelines. See the full pricing breakdown.

Step 6: See which ads make you money

The attribution dashboard connects ad spend to closed revenue. Instead of guessing which marketing works, you see:

This table tells you to double down on emergency AC and roof inspection, rethink the seasonal tune-up campaign, and keep investing in what works. For the full attribution framework, see our attribution deep-dive and our comparison of Google Ads vs Local Service Ads.

What is included at each tier

WhatsApp message overage is billed at Meta's cost ($0.005/message) with no markup. See full pricing details.

What happens in your first 14 days

Your free trial includes full Growth tier features for 14 days. Here is what most contractors accomplish in that time:

• Day 1: Account setup, WhatsApp connected, first test conversation with AI chatbot
• Days 2 to 3: Website tracking installed, pipeline customized, team invited
• Days 4 to 7: First real leads captured and qualified automatically
• Days 8 to 14: Pipeline populated, attribution data flowing, conversion patterns visible

For the complete onboarding timeline, see What Happens in Your First 14 Days. For setup best practices, see our CRM Setup Checklist.

FAQ

Q: How long does it take to set up CustomerFlows?
A: Most contractors are fully operational in under 10 minutes, selecting their trade, connecting WhatsApp, and receiving their first test lead. Adding website tracking takes an additional 1 to 2 minutes. No implementation consultants, no setup fees, no multi-week onboarding projects.

Q: Do I need technical skills to use CustomerFlows?
A: No. If you can use WhatsApp and navigate a website, you can use CustomerFlows. The platform is designed for contractors, not marketing professionals or IT teams.

Q: What if I already have leads in a spreadsheet?
A: You can import existing contacts during onboarding. CustomerFlows accepts CSV imports so your existing lead data populates the pipeline immediately.

Q: Can I try it before paying?
A: Yes. The 14-day free trial includes full Growth tier features. Credit card is required to start the trial. Cancel anytime during the 14 days and you will not be charged.