From first touch to paid invoice, one connected system
No consultants, no multi-week implementation. Pick your industry, connect a channel, and CustomerFlows tracks, qualifies, and routes every lead, then ties the revenue back to the campaign that produced it.
Sign up and pick your industry
Create your account and choose your industry. CustomerFlows installs a pipeline with the right stages and a set of automation blueprints tuned to how your business actually works, instantly.
Customize every stage at any time. But you start with something that matches your actual workflow, not a blank screen. Home services and tour operators today; solar and real estate coming soon.
Connect a channel
Turn on web chat for your site, connect WhatsApp, or link your email, whatever your customers use. The inbox is provider-independent, so you're never locked to one channel, and the AI lead qualifier works across all of them.
Web chat, WhatsApp, and email are live today. Messenger and more are rolling out, and you can bring your own SMS/MMS provider. Add channels anytime, nothing about how you work changes.
Add your website tracking
Copy a single line of JavaScript into your website header. This enables visitor tracking, source identification (Google Ads, Meta, organic, referral), and ad-click capture, connecting specific ad clicks to pipeline deals.
Not ready to add tracking yet? Skip it. Lead capture through your connected channels works independently of website tracking.
A lead arrives and the AI qualifies it
Someone clicks your ad and reaches out, on web chat, WhatsApp, or email. The AI lead qualifier responds instantly, asks the right questions for your industry, and creates a deal in your pipeline with full details. Here's what that looks like:
The deal appears in your pipeline
The conversation creates a pipeline deal with every captured detail and a plain-English summary. Your team sees a pre-qualified lead with full context, before making a single phone call.
The deal includes the full conversation, source attribution, the channel it came in on, and all qualifying data. Whoever picks it up has everything before they call.
See which marketing makes you money
Your attribution dashboard connects ad spend to closed revenue and shows PROAS, profit return on ad spend, per campaign. Closed deals are fed back to Google and Meta automatically, so your targeting sharpens over time.
| Campaign | Leads | Closed | Revenue | Spend | PROAS |
|---|---|---|---|---|---|
| Emergency AC Repair | 23 | 8 | $68,000 | $3,200 | 9.6x |
| Seasonal Tune-Up | 15 | 4 | $3,200 | $1,800 | 0.4x |
| Roof Inspection | 12 | 3 | $25,500 | $2,100 | 5.1x |
| Organic Search | 18 | 5 | $22,000 | $0 | — |
This tells you to double down on emergency AC and roof inspection, rethink the seasonal tune-up, and appreciate that organic search produced $22K at zero ad cost.
Your setup timeline
From account creation to first captured lead
Flat pricing, unlimited contacts
No per-seat fees. No per-contact charges. No setup costs. We never tax your growth.
- 1 pipeline
- AI lead qualifier
- Unified inbox
- Google attribution
- 1 seat
- Up to 5 pipelines
- AI lead qualifier
- Unified inbox
- Google + Meta attribution
- 5 seats
- Automation blueprints
- Core copilots
- Unlimited pipelines
- AI lead qualifier
- Unified inbox
- Full attribution
- Unlimited seats
- Unlimited automations
- All copilots
- API access
What happens in your first 14 days
Your free trial includes full Growth tier features.
Frequently asked questions
See it for yourself
14-day free trial. Full Growth features. Your pipeline live in 10 minutes.