A pipeline that tells the truth
Every lead carries the service they asked for, the budget, the source and the next date you promised to follow up.
Your freelance business,
finally in flow.
ClientFlow keeps every lead, client, project, task and invoice in one calm workspace — so your week goes into the work you get paid for, not into chasing your own admin.
- Free to start
- Sample workspace included
- Your data stays yours
clientflow / overview
OverviewLeadsClientsProjectsTasksPayments
Active projects
4
Open leads
7
Due today
3
Paid this month
$9,500
Weekly activity
last 7 daysMon
Tue
Wed
Thu
Fri
Sat
Sun
Lead pipeline
New3 · $12.6k
Contacted5 · $21.4k
Proposal2 · $9.8k
Won3 · $27.5k
Illustrative preview of the ClientFlow workspace.
What it does
One workspace for the whole client lifecycle
Six jobs a freelancer actually does every week — each one handled in the same place, on the same records.
Win it, convert it in one click
Move a lead to Won and ClientFlow creates the client and a linked project from that same record — no copy-paste, no duplicates.
Projects with real progress
Progress comes from the tasks that are actually done, so the bar you see is the state of the work, not a number you typed once.
Tasks that stay honest
Today, Upcoming, Overdue and Completed views, with overdue tasks flagged the moment their date passes.
Payments at a glance
Track each invoice against its client and project, and see paid, pending and overdue totals without opening a spreadsheet.
Nothing slips quietly
Overdue tasks, unpaid invoices and follow-ups due today surface as alerts — once each, not again on every refresh.
The workflow
From a first enquiry to a paid invoice
Four steps, each one building on the record before it — so the same information is never typed twice.
- 01
Capture the lead
Log who they are, what they need, their budget, where they came from and the date you'll follow up.
- 02
Move it through the pipeline
New → Contacted → Proposal → Won. Each stage change is recorded on your activity timeline automatically.
- 03
Convert in one click
Once a lead is Won, convert it: ClientFlow creates the client and a project linked back to that lead.
- 04
Deliver and get paid
Tasks drive project progress; payments track what's paid, pending and overdue until the invoice clears.
The one-click conversion
A Won lead becomes a client with a project attached — and ClientFlow refuses to convert the same lead twice.
Lead · Won→Client created→Project linked
Why ClientFlow
Less admin, more billable work
Most freelancers run their business across a notebook, a spreadsheet and three different apps. The cost isn't the software — it's the fifteen minutes spent reconstructing what you promised, who owes what, and what you were supposed to do today.
ClientFlow links each record to the next. A won lead becomes a client, the client owns projects, projects own tasks and payments, and the overview reads straight from what's stored. You maintain one dataset and get the whole picture for free.
Stored data, not decoration
Every number on the dashboard is computed from records you saved — change a task and the project progress, metrics and timeline follow.
One place to look
Overdue tasks, unpaid invoices and follow-ups due today surface themselves instead of hiding in a notebook.
Yours alone
Your leads, clients and financials are stored privately to your account — nothing about them is shared with anyone else.
Run your studio week from one screen
Start with the sample workspace already loaded, walk the lead-to-client flow, then make it yours.