Interactive tour · 2 minutes

See CompanyFlowHQ in action

Click through the real app, set up here with made-up sample data. Tap the numbered dots to learn more.

CompanyFlowHQ: Your day at a glance Every part of the business, one tap awayAdd a lead, share your booking page or send for signature in one tapPhone notifications for every new enquiry
Step 1 of 10

Your day at a glance

The Command Centre shows new enquiries, today's bookings and who needs a reply, the moment you sign in.

  1. Every part of the business, one tap away
  2. Add a lead, share your booking page or send for signature in one tap
  3. Phone notifications for every new enquiry
CompanyFlowHQ: Every enquiry in one pipeline See where every enquiry came fromYour own stage namesHot, warm or cold: scored automatically
Step 2 of 10

Every enquiry in one pipeline

Website forms, Facebook, Google and WhatsApp enquiries land here. Filter by source, stage and score, or switch to a pipeline board.

  1. See where every enquiry came from
  2. Your own stage names
  3. Hot, warm or cold: scored automatically
CompanyFlowHQ: The whole story of each customer Message them straight from their recordDetails, bookings, calls, emails and their portal in tabsHow keen they are, worked out from what they do
Step 3 of 10

The whole story of each customer

Calls, emails, WhatsApp messages, bookings, documents and notes on one timeline, so anyone can pick up where a colleague left off.

  1. Message them straight from their record
  2. Details, bookings, calls, emails and their portal in tabs
  3. How keen they are, worked out from what they do
CompanyFlowHQ: One inbox for every channel WhatsApp, email, web chat, Instagram and texts in one listReply on the channel they used, or leave an internal noteJump to their full record
Step 4 of 10

One inbox for every channel

Email, WhatsApp, texts, web chat, Messenger and Instagram messages together, shared with your team.

  1. WhatsApp, email, web chat, Instagram and texts in one list
  2. Reply on the channel they used, or leave an internal note
  3. Jump to their full record
CompanyFlowHQ: Bookings that fill themselves Your public booking page: share the link or QR codeEvery booking moves through clear stages
Step 5 of 10

Bookings that fill themselves

Share your booking page. Customers pick a time, pay a deposit if you like, and get reminders by text and email.

  1. Your public booking page: share the link or QR code
  2. Every booking moves through clear stages
CompanyFlowHQ: Deals and a forecast you can trust Open value and weighted forecast at a glanceSwitch between board, list and forecastValues and close dates on every deal
Step 6 of 10

Deals and a forecast you can trust

Track values and close dates across pipelines and see what's likely to come in this month.

  1. Open value and weighted forecast at a glance
  2. Switch between board, list and forecast
  3. Values and close dates on every deal
CompanyFlowHQ: Quotes and invoices that get paid Quotes and invoices with VAT worked outWhat's outstanding, overdue and paidEvery quote and invoice, with its status
Step 7 of 10

Quotes and invoices that get paid

VAT worked out for you, card payment links, and polite reminders when something is overdue.

  1. Quotes and invoices with VAT worked out
  2. What's outstanding, overdue and paid
  3. Every quote and invoice, with its status
CompanyFlowHQ: Boards for the work after the sale Colourful statuses you chooseTable or Kanban, your choiceAutomations: reminders that run themselves
Step 8 of 10

Boards for the work after the sale

Applications, jobs, treatment plans or projects: colourful boards with date reminders and automations.

  1. Colourful statuses you choose
  2. Table or Kanban, your choice
  3. Automations: reminders that run themselves
CompanyFlowHQ: Team, rota and holidays Rota, time, leave, documents and payroll in one placeCopy last week's rota in one tapPlan shifts; rest breaks are checked for you
Step 9 of 10

Team, rota and holidays

Rota, clock-in, UK holiday rules, documents and training records for your whole team.

  1. Rota, time, leave, documents and payroll in one place
  2. Copy last week's rota in one tap
  3. Plan shifts; rest breaks are checked for you
CompanyFlowHQ: Reports in plain English Ready-made reports for leads, team, money and moreCompared with the previous period automaticallyPrint or save as PDF
Step 10 of 10

Reports in plain English

See where customers come from, how quickly your team replies and what's been won, with a weekly summary by email.

  1. Ready-made reports for leads, team, money and more
  2. Compared with the previous period automatically
  3. Print or save as PDF
Start free trial

Ready to try it with your own business?

14-day free trial · No card needed · Cancel any time. Set up for your industry in a minute.

Start free trialBook a live demo