ClientFlow AI / Overview
CF
YOUR BUSINESS, IN CONTROL

Good afternoon 👋

A clear view of your customer enquiries and what needs attention.

Total leads♙
0All customer enquiries
Need follow-up◷
0Open follow-up actions
Quotes sent▤
0Awaiting customer decision
Won value£
£0Recorded revenue, not forecast

Recent leads

Keep every enquiry moving forward.

CustomerServiceStatusFollow-up

Needs your attention

Your next follow-up actions.

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✦

AI reply assistant

Drafts only · you stay in control

Create a friendly, professional reply to a customer enquiry in seconds. Review it before sending.

Workspace activity

Latest changes in this browser.

CUSTOMER WORKSPACE

Leads & customers

Keep customer details, service requests and next steps in one place.

All enquiries

CustomerServiceStatusValueFollow-upActions
STAY IN TOUCH

Follow-ups

A simple action list for customer enquiries that still need attention.

Open follow-ups

BUSINESS SNAPSHOT

Reports

A lightweight view of your enquiry pipeline. Figures use only the data you enter.

Won / total leads↗
0%Simple conversion rate
Open pipeline value£
£0New, contacted and quoted

Leads by status

Service mix

PREFERENCES

Settings & data

Manage this local demo and understand where your data is stored.

Data management

Export your data

Download a CSV copy of your leads.

Load sample data

Add fictional enquiries to explore the dashboard.

Delete all local data

This cannot be undone. Export first if needed.

Demo & security

Stored in this browser

No cloud sync or multi-user access. Clearing browser data can erase records.

AI drafts are templates

This prototype does not call an AI provider or send messages automatically.

Not production-ready

Do not store sensitive customer information here. Production needs server-side authentication, access controls, backups and privacy review.