Planning

ClientFlow

Manage your leads, clients, quotes, invoices, and projects in one place.

ClientFlow is Async Creatives' first recurring-revenue SaaS product. It is a straightforward business management platform designed for small and medium-sized businesses that currently run their operations on spreadsheets, sticky notes, and email. ClientFlow replaces disconnected tools with a single workflow — from lead to client, quote, project, invoice, and payment — all in one place with a client portal for approvals and communication.

The problem

Small and medium businesses outgrow spreadsheets but find enterprise CRM systems too complex and expensive. They end up juggling multiple disconnected tools — one for invoicing, another for project management, a third for client communication — with no single view of the business.

How it works

Add a lead, and it flows through your sales pipeline. Convert it to a client, create quotes, send for approval, and when approved it becomes a project with tasks, deadlines, and invoices. The client gets their own portal to view quotes, approve work, download invoices, and send messages. Everything is connected — one record, one workflow, one platform.

Features

Lead and client management with activity timeline
Pipeline management with sales stages
Quote creation, approval, and tracking
Invoicing with recurring invoices and payment tracking
Project management with tasks and deadlines
Client portal for quotes, invoices, and communication
Email, WhatsApp, and SMS integration
Reporting and analytics

Industry variants

IndustryOS ships pre-configured for specific industries. Each variant includes the core platform plus industry-specific workflows, compliance rules, and integrations.

Use cases

Service businesses managing client onboarding and invoicing
Agencies tracking leads, projects, and payments
Consultants managing quotes, approvals, and deliverables
Freelancers who have outgrown simple invoicing tools

Pricing

Free

R0

Limited clients, basic CRM, basic quotes and invoices

Professional

R399/mo

Unlimited clients, quotes, invoices, projects, client portal, email integration

Business

R999/mo

Multiple users, advanced automation, AI assistant, WhatsApp integration, API access

Interested in ClientFlow?

We're still shaping the roadmap. Register your interest and we'll keep you updated.