01 / Capture the conversation
Every client detail stays put
Add each client or prospect with their notes, where they came from, what they asked for, and the date of your last contact. Nothing lives only in your inbox.
Client follow up software
Never lose a client to a forgotten follow-up
Client Flows keeps every conversation in one place, shows you who is due today, and drafts the next message for your approval. You stay the sender.
10 AI drafts a month on the free plan. No credit card.
One simple workflow
Follow up on time, in your voice, without starting from scratch
02 / Set the follow-up date
Decide when to reach out next
Give every client a next follow-up date when you log the conversation. Client Flows turns that into a queue so nobody quietly slips through the cracks.
03 / Draft the message
Start from context, not a blank page
Generate a follow-up from the client's notes, your offer, and your brand voice. The draft references the actual conversation instead of a generic template.
04 / Approve and move on
Nothing sends without you
Review the draft, edit it, send it, or skip it. Then log the touch so the queue reflects reality and tomorrow's list stays accurate.
Why follow-ups go quiet — and how this fixes it
Conversations scatter
Notes live in email threads, texts, and memory. Client Flows keeps them with the client.
Dates live in your head
A next follow-up date on every client means the queue tells you who is due, not your memory.
Writing takes too long
AI drafts the message from the real conversation, so sending it takes seconds — with your approval.
Common questions
- What is client follow up software?
- Software that keeps your client conversations, notes, and next follow-up dates in one place, so you always know who to reach out to next. Client Flows adds AI drafting on top: it prepares the follow-up message for you to review before anything is sent.
- Do I have to write every follow-up myself?
- No. Client Flows drafts the follow-up from the client's context, your offer, and your brand voice. You review and edit the draft in your Approvals inbox — nothing is sent until you approve it.
- How is this different from a full CRM?
- Full CRMs are built for sales teams and come with setup work you may never use. Client Flows is a lightweight follow-up workspace for solo businesses: a client list, a conversation log, a due-today queue, and AI drafts you approve.
- Can I try it without a credit card?
- Yes. The free plan includes 10 AI drafts each month plus client tracking, the conversation log, and the daily follow-up queue.