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Pipeline

See every lead from first message to paid job.

A pipeline set up for your industry shows where every deal stands, where it came from, and which ones are waiting on you, so nothing sits forgotten in a notebook or a spreadsheet.

From $49/month

or $41/month billed yearly · Starter plan

14 days free. No credit card required.

What you get

  • Stages set up for your industry
  • The source on every card
  • A stage history for every deal
  • Unlimited contacts and deals

Jobs slip when you track them in your head

When leads live in texts, notes and a spreadsheet, you lose track of who needs a quote, who said yes, and who still owes you. A lead you forget to follow up is a job you never get.

How it works

  1. A customer messages you

    From your website chat or WhatsApp, at any hour. CustomerFlows notes which ad or page they came from.

  2. The AI replies in seconds

    The first reply arrives in about 5 seconds on average. It answers questions from what you've told it about your business.

  3. It asks your questions

    The job, the place, how soon: whatever you need to know before you call back.

  4. The lead is ready for you

    The conversation and the answers wait in your inbox, and the lead sits in your pipeline, tied to its source.

How CustomerFlows does it

Stages set up for your industry

Pick your industry and the pipeline starts with stages that match how you work, from inquiry to paid.

The source on every card

See which campaign, chat or visit each deal came from.

A stage history for every deal

CustomerFlows records each time a deal moves, so you can see how it got here.

Unlimited contacts and deals

No per-contact fees on any plan.

Pipeline, in detail

You shouldn't need a spreadsheet to know which jobs are in play. The pipeline gives every deal a place, so you see at a glance what is new, what is quoted and what is waiting to be paid.

Set up for your industry

Pick your industry when you sign up and CustomerFlows creates a pipeline with the right stages. A home services business gets stages such as New inquiry, Quote sent, Approved, Scheduled, Completed and Paid. A tour operator gets stages from inquiry to confirmed booking.

Every deal in its place

Each column is a stage and each card is a deal. Move a deal forward and CustomerFlows records when it moved, so every deal keeps a history of the stages it passed through.

Where each deal came from

Every card shows the lead's source: the Google or Meta campaign, website chat, WhatsApp, or an organic visit. That is how attribution can show which campaigns bring you deals.

More than one pipeline

Starter includes one pipeline. Growth includes up to 5, so you can keep different kinds of work apart, such as repairs and installs. Scale includes unlimited pipelines.

Leads become deals

On Growth and Scale, each lead the AI lead qualifier qualifies becomes a deal in your pipeline automatically. On Starter, qualified leads wait in your leads list until you add them to the pipeline.

Why speed decides who gets the work

In a study of more than 2,000 companies, businesses that tried to contact a new lead within an hour were nearly seven times as likely to qualify it as those that waited longer.

Source: Oldroyd, McElheran and Elkington, “The Short Life of Online Sales Leads”, Harvard Business Review, 2011

average time to the AI's first reply
~5 sec
replies on website chat and WhatsApp
24/7
to set up: pick your industry and connect a channel
~10 min
per contact, on every plan
$0

One flat price, with no per-contact fees

Starter

For solo operators getting started with lead capture.

$49/month

or $490/year (about $41/month)

  • 1 CRM pipeline
  • 5 custom fields
  • AI lead qualifier on website chat and WhatsApp
  • Google + Meta attribution
  • Unlimited contacts
  • 2 team seats
Start your free trial

14 days free with Growth features. No credit card required. Compare all plans

Questions

How many pipelines do I get?

Starter includes one pipeline. Growth includes up to 5, and Scale includes unlimited pipelines.

Do qualified leads become deals automatically?

On Growth and Scale, yes. On Starter, qualified leads wait in your leads list, and you add them to the pipeline when you're ready.

Do you charge per contact?

No. Every plan includes unlimited contacts, and there are no per-contact fees.

Is there a free trial?

Yes. Every new workspace gets 14 days free with the features of the Growth plan. No credit card is required, and nothing is charged unless you choose a plan.

Know where every job stands.

See every lead from first message to paid job.

Start your free trial

14 days free. No credit card required.