ClientFlow Review

Our score: 8.0 User satisfaction: N/A

What is ClientFlow?

ClientFlow is a project management software with a shared inbox functionality, created specifically for client service teams. The solution helps users stay on top of their email conversations, manage tasks, and control their timesheets within a single, unified environment. With ClientFlow, teams become more efficient in collaborating and communicating with each other while managers simplify the way they create and manage tasks, organize projects, and monitor progress among others.

Communication within teams and with clients are all a breeze as every email is shared and accessible, thanks to ClientFlow’s Shared Inbox feature. Communication, approvals, and responses are standardized, customized, and if need be automated, speeding up the communication process which then results in increased productivity and overall efficiency.

Overview of ClientFlow Benefits

Shared Inbox

ClientFlow gives you a robust solution that unifies and streamlines both external and internal communication and collaboration processes with a shared inbox functionality. This feature allows you to put all your client-related emails in a single inbox, making it easy for you to create custom and standard responses, manage and approve requests, and automate repeat conversations.

All emails placed in the Shared Inbox are visible to all team members. You and other people are able to see incoming emails and conversations in their inbox and they don’t have to switch to the group mail account to know who is saying what.

Because communication within the team is centralized, collaboration is much improved. The Shared Inbox functionality eases the facilitation of group conversation, assigning of tasks, and coordination of team members to mention a few.

Comprehensive Project Management

ClientFlow comes with a plethora of tools that help you create projects and organize the details long before you and your team start to work. From assigning tasks to setting due dates and deadlines to providing description per project and task, ClientFlow lets you do all that without any hiccup.

Each person works at a pace of their own. With ClientFlow, you and other team members can personalize your respective dashboards, modifying it to show project details, status, tasks, and schedules that are relevant to your work, allowing you to plan and execute accordingly.

Overview of ClientFlow Features

  • Client Communication
  • Approvals
  • Message Templates
  • Custom Branding
  • Actionable via Email
  • Mail Tracking
  • Smart Actions
  • Team Inbox
  • Common Inbox for Clients
  • Advanced Filters
  • Assign Conversations
  • Internal Comments
  • Open and Close Threads
  • Follow Conversations
  • Reminders
  • Task Comments
  • Task Status
  • Time Tracking
  • Kanban Board
  • Due Dates
  • Sub Tasks
  • Notifications
  • Attachments
  • Descriptions
  • Bulk Time Clocking
  • Time Logs
  • Budgeted Time

What Problems Will ClientFlow Solve?

Problem 1: When multiple people are managing group mail accounts such as info@ or contact@, there is no clarity as to who should respond to incoming mail.

In ClientFlow, conversations can be assigned to specific team members. Also, to collaborate internally, users end up forwarding emails to their individual accounts or start conversations with teammates in the same thread. This leads to clustering of inboxes and disorganization of internal and external communication. In ClientFLow, users can simply add comments which are visible only to teammates.

Problem 2: There is a disconnect between conversations of a particular project and the tasks associated with it.

At ClientFlow, Tasks can be created from conversations and all conversation associated with the task can be viewed in the task itself. This enables users to clearly understand the context and work better.

Problem 3: When companies work with multiple clients projects, their inbox becomes cluttered with emails from all projects, There is no organization.

In ClientFlow, users can segregate conversations based on projects and clients.

Awards & Quality Certificates

This certificate is granted to products that offer especially good user experience. We evaluate how easy it is to start using the product and how well-designed its interface and features are to facilitate the work process.
An award given to products that have recently entered the market but are already becoming very popular

ClientFlow Position In Our Categories

Because businesses have distinct business-related demands, it is only reasonable that they abstain from selecting a one-size-fits-all, ”best” solution. Just the same, it would be difficult to try to come across such a software system even among popular software products. The right thing to do is to take note of the different major functions which need research including key features, plans, technical skill competence of staff members, business size, etc. Then, you must conduct the product research to a full extent. Read some ClientFlow review articles and check out the other software solutions in your list in detail. Such comprehensive product research ascertain you steer clear of poorly fit software solutions and select the system which includes all the benefits you require business requires.

Position of ClientFlow in our main categories:

TOP 500

ClientFlow is one of the top 500 Project Management Software products

ClientFlow is also listed in the following subcategories:

Every business is different, and might call for a special Professional Services Automation Software - PSA solution that will be adjusted to their business size, type of clients and staff and even particular niche they cater to. We advise you don't count on locating an ideal app that will work for each business regardless of their history is. It may be a good idea to read a few ClientFlow Professional Services Automation Software - PSA reviews first and even then you should pay attention to what the service is intended to do for your business and your employees. Do you require a simple and intuitive app with only essential features? Will you actually use the advanced functionalities needed by experts and large enterprises? Are there any specific tools that are especially practical for the industry you work in? If you ask yourself these questions it is going to be much easier to get a reliable software that will match your budget.

How Much Does ClientFlow Cost?

ClientFlow Pricing Plans:

Free Trial

ClientFlow Pro


ClientFlow Enterprise

Contact vendor

ClientFlow offers the following basic/enterprise pricing schemes:

ClientFlow Pro – $19/user/month

  • Minimum 2 Users
  • 24/7 Customer Support
  • Unlimited Threads
  • Unlimited Approvals
  • Unlimited Tasks
  • Unlimited Time Entries
  • Unlimited Clients
  • Unlimited Projects
  • Unlimited Client Contacts

ClientFlow Enterprise – Custom Enterprise Pricing

User Satisfaction

Positive Social Media Mentions 0
Negative Social Media Mentions 0

We realize that when you make a decision to buy Professional Services Automation Software - PSA it’s important not only to see how experts evaluate it in their reviews, but also to find out if the real people and companies that buy it are actually satisfied with the product. That’s why we’ve created our behavior-based Customer Satisfaction Algorithm™ that gathers customer reviews, comments and ClientFlow reviews across a wide range of social media sites. The data is then presented in an easy to digest form showing how many people had positive and negative experience with ClientFlow. With that information at hand you should be equipped to make an informed buying decision that you won’t regret.

Technical details

Devices Supported

  • Windows
  • Linux
  • Android
  • iPhone/iPad
  • Mac
  • Web-based


  • Cloud Hosted

Language Support

  • English

Pricing Model

  • Monthly payment
  • Quote-based

Customer Types

  • Small Business

What Support Does This Vendor Offer?

  • email
  • phone
  • live support
  • training
  • tickets

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What are ClientFlow pricing details?

ClientFlow Pricing Plans:

Free Trial

ClientFlow Pro


ClientFlow Enterprise

Contact vendor

ClientFlow offers the following basic/enterprise pricing schemes:

ClientFlow Pro – $19/user/month

  • Minimum 2 Users
  • 24/7 Customer Support
  • Unlimited Threads
  • Unlimited Approvals
  • Unlimited Tasks
  • Unlimited Time Entries
  • Unlimited Clients
  • Unlimited Projects
  • Unlimited Client Contacts

ClientFlow Enterprise – Custom Enterprise Pricing

What integrations are available for ClientFlow?

ClientFlow integrates with the following applications and more:

  • Gmail
  • Zapier
  • Dropbox
  • Google Drive
  • Facebook
  • Twitter

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Reviewed By Nestor Gilbert
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