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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

Full Growth features. No credit card needed.

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 answers from your information

    Your services, prices, hours and area: it answers from what you've told it about your business, not from the internet.

  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 2 pipelines, so you can keep different kinds of work apart, such as repairs and installs. Growth includes up to 5, and Scale includes unlimited pipelines. Custom fields are unlimited on every plan.

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

to the AI's first reply on a new inquiry
Seconds
free with every Growth feature, no credit card
14 days
adds website chat and tracking to your site
1 script
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)

  • 2 CRM pipelines
  • Unlimited custom fields
  • AI lead qualifier on website chat and WhatsApp
  • Google + Meta attribution
  • Unlimited contacts
  • 2 team seats
Start 14-day free trial

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

Questions

How many pipelines do I get?

Starter includes 2 pipelines, for example one for repairs and one for maintenance. Growth includes up to 5, and Scale includes unlimited pipelines. Custom fields are unlimited on every plan.

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 on the Growth plan, with every feature. No credit card is needed to start. Before the trial ends, you add a card and choose your plan; nothing is charged unless you do. If you choose Starter, everything you set up is kept and your automations pause until you move to Growth or Scale.

Know where every job stands.

Start 14-day free trial

Full Growth features. No credit card needed.