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.
CRM
Contacts, companies, leads, deals, pipeline, activities, and calendar in one place.
Projects
Boards, timelines, time tracking, budgets, collaboration, and a client portal.
People
Directory, attendance, leave, timesheets, and resource planning for your team.
Commercial
Quotes, invoices, e-signatures, payments, and a customer portal for self-serve access.
Marketing
Email, SMS, and WhatsApp campaigns, audiences, consent, and landing pages tied to CRM.
Social
Schedule posts, approvals, engagement inbox, and publishing across your social accounts.
Reports
Dashboards, saved reports, scheduled exports, and metrics across every module.
AI
Copilots and insights that help draft, summarize, and recommend next actions in context.
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.
Campaigns
Audiences
Consent
Landing pages
Affiliate
Reseller
White-label
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.