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Feature overview

The parts of CustomerFlows that actually change the outcome

CustomerFlows is built around the few capabilities that matter most for home service teams: fast lead capture, AI qualification, visible pipeline movement, and clearer marketing attribution.

Included across the platform
?Unlimited contacts on every plan
?No per-seat pricing
?Trade-ready setup instead of blank CRM scaffolding
?WhatsApp-first lead capture and qualification
?Clear upgrade path as your team grows

Core feature areas

Each feature area is designed to reduce response delay, improve handoff quality, and make revenue visibility more practical for a working team.

Core

WhatsApp AI chatbot

Responds in under 60 seconds, 24/7. Qualifies leads with trade-specific questions and creates pipeline deals automatically.

CRM

Trade-specific pipelines

Select your trade and get a pipeline that matches your workflow. HVAC, roofing, plumbing, landscaping, electrical, cleaning, and general contracting.

Analytics

Ad attribution

Trace every Google Ads click and Meta campaign to a closed deal with a dollar value so you can see real ROAS by campaign.

Pricing

Unlimited contacts

No per-contact pricing at any tier. Your success should not increase your bill or force a messy platform migration later.

Automation

Automation workflows

Trigger-based automations for review requests, follow-ups, appointment confirmations, and stale-deal alerts. Set it once and let it keep running.

Onboarding

10-minute setup

No consultants. No six-week implementation. Select your trade, connect WhatsApp, install tracking, and get your first lead flowing into the system fast.

How the system fits together

CustomerFlows works best when the feature areas reinforce each other instead of acting like separate tools your team has to stitch together.

Capture

Bring every inquiry into one system

Website leads, WhatsApp conversations, and campaign context stay connected so your team is not chasing scattered notifications or piecing context together by hand.

Qualify

Use AI to gather context before handoff

The WhatsApp assistant collects service type, urgency, address, timing, and budget signals before a human needs to step in, so the first handoff starts with usable detail.

Convert

Move the deal in a trade-ready workflow

Pipelines are shaped for how home service work actually moves, giving your team visible ownership, next steps, and less CRM clutter.

Attribute

See which spend produces signed jobs

CustomerFlows ties campaigns back to pipeline outcomes so you can understand what creates revenue, not just clicks, form fills, or conversations started.

See the full workflow in context

If you want to understand how these features show up from the first inquiry to the booked job, the workflow page walks through the full operating flow.