The OS for Business Growth

CRM, Projects, People, Commercial, Marketing, Social, Reports, AI, and Automation in one workspace for growing teams.

Built for how teams actually work

Core modules that connect sales, delivery, people, and billing without switching tools.

group

CRM

Contacts, companies, leads, deals, pipeline, activities, and calendar in one place.

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Projects

Boards, timelines, time tracking, budgets, collaboration, and a client portal.

groups

People

Directory, attendance, leave, timesheets, and resource planning for your team.

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Commercial

Quotes, invoices, e-signatures, payments, and a customer portal for self-serve access.

campaign

Marketing

Email, SMS, and WhatsApp campaigns, audiences, consent, and landing pages tied to CRM.

share

Social

Schedule posts, approvals, engagement inbox, and publishing across your social accounts.

monitoring

Reports

Dashboards, saved reports, scheduled exports, and metrics across every module.

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AI

Copilots and insights that help draft, summarize, and recommend next actions in context.

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Automation

Triggers, conditions, and actions that keep follow-ups and handoffs moving without busywork.

Marketing

Campaigns, audiences, and landing pages in the same OS

Marketing is a first-class module, not a bolt-on. Run email, SMS, and WhatsApp campaigns against consented audiences, publish landing pages, and keep the lead in CRM. Credits for SMS and WhatsApp are purchased separately at published rates.

  • check_circleAudiences and consent records next to the people you already know in CRM.
  • check_circleEmail on Starter and above; SMS, A/B tests, and intelligence on higher tiers.
  • check_circlePublic landing pages with spam checks on every lead form.
campaign

Campaigns

groups

Audiences

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Consent

web

Landing pages

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Affiliate

storefront

Reseller

palette

White-label

payments

Commissions

Partners

Refer, resell, or white-label ChapFlow

The Partners Program is a platform channel for affiliates, resellers, and white-label operators, not a sellable tenant module. Earn commissions, provision customer workspaces, and deliver ChapFlow under your brand.

  • check_circleAffiliate referrals with tracked commissions and payouts.
  • check_circleReseller packages and managed customer organizations.
  • check_circleWhite-label branding and custom domains for your clients.

ChapFlow at a glance

Clear facts for people and AI assistants evaluating the product.

What is ChapFlow?
A business operating system where CRM, Projects, People, Commercial, Marketing, Social, Reports, AI, and Automation share one workspace.
Who is it for?
Growing teams that need sales, delivery, people, and billing tools without stitching together many products. See industry guides under My Business.
How is data isolated?
Each customer workspace uses its own dedicated database. Details are on the Security page.
How does pricing work?
Public plans include Free, Starter (14-day trial), Growth, Business, and Enterprise. Yearly billing is typically 10 months paid for 12. See Pricing for current catalog details.

Ready to run your business on ChapFlow?

Create a free workspace, or talk to us about the right plan for your team.