The CRM Built for Businesses That Sell Time
Trainers, agencies, event planners, tutors, therapists — if your business runs on appointments and projects, StudioFlow replaces the admin chaos.
Sound familiar?
These problems cost you clients, revenue, and sanity.
Tool Overload
CRM here, invoicing there, contracts somewhere else. Nothing connects, nothing syncs, and you're the human middleware.
Scaling = More Admin
Every new client means more spreadsheets, more emails, more manual follow-ups. Growth should feel exciting, not exhausting.
Cash Flow Guesswork
Which invoices are outstanding? What's your revenue this quarter? Without reports, you're flying blind.
Inconsistent Client Experience
Some clients get a polished onboarding, others get a rushed email. You need a system, not a checklist you sometimes follow.
Everything you need, nothing you don't
Everything you need to deliver an incredible client experience, without the chaos.
Enquiry to Booking in Minutes
Capture an enquiry, qualify the opportunity, send a quote, get it signed, and take a deposit — all in one flow.
- Automated opportunity capture from your website
- Professional quotes with online acceptance
- Contracts with electronic signatures
- Deposit invoices generated automatically
Workflow Automation
Build workflows that handle the admin. Quote accepted → contract sent → invoice created → client onboarded. All automatic.
- Visual workflow builder
- Auto-create contracts, invoices, tasks
- Follow-up sequences for opportunity nurturing
- Calendar sync with Google & Microsoft
Client Portal
Every client gets a branded portal with their documents, payments, timeline, and project updates. Professional and effortless.
- Branded portal per project
- Document sharing and e-signatures
- Online payment collection
- Custom intake forms and questionnaires
Financial Control
See your revenue, track expenses, generate tax reports, and know exactly how your business is performing.
- Stripe integration for card payments
- Payment plans for larger projects
- Expense tracking with categories
- Quarterly tax summaries and P&L reports
Everything you need to scale
One platform. Endless possibilities for your business.
One tool to replace them all
| Core Needs | StudioFlow | Multiple Tools |
|---|---|---|
| Client & Lead Management CRM | ||
| Digital Contracts & E-Signatures | ||
| Automated Invoicing & Payments | ||
| Client Portals & Deliverables | ||
| Workflow Automation Sequences | ||
| Unified Calendar Sync |
Ready to elevate your service businesses?
Join thousands of professionals running their entire business on StudioFlow.
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