Contacts & Companies
Full relationship records with context.
Deal Pipeline
Track stages from lead to closed-won.
Activities & Calendar
Keep follow-ups on one shared schedule.
CRM
Manage the sales lifecycle in one place: leads through closed deals, with a shared calendar and activity stream that connects to Projects and Commercial when you win.
- check_circle Contacts & Companies: Complete records with timeline, notes, tasks, and files.
- check_circle Leads & Deals: Capture leads, convert to deals, and track every opportunity.
- check_circle Pipeline: Kanban board to visualize stages and spot bottlenecks instantly.
- check_circle Activities & Calendar: Calls, meetings, and follow-ups in one schedule.
- check_circle Hand-off to delivery: Turn closed deals into Projects and Commercial documents without re-entering data.
Projects
Plan client and internal work with boards, timelines, budgets, and a client portal. Turn closed deals into delivery projects in one click.
- check_circle Boards, List, Calendar & Gantt: Work the way your team prefers.
- check_circle Time, Budget & Milestones: Track hours, spend, risks, and goals.
- check_circle Collaboration: Conversations, documents, tickets, and deliverables in-project.
- check_circle Client Portal & Templates: Share progress with clients; start faster from templates.
Boards & Gantt
Plan work visually across views.
Time & Budget
Track hours, spend, and milestones.
Client Portal
Collaborate with clients securely.
Directory & Org
Employees, departments, teams, and skills.
Attendance & Leave
Clock in, biometric devices, and time off.
Planner & Workload
See capacity before you over-assign.
People
Run the workforce from the same workspace as sales and delivery: directory, attendance, leave, timesheets, and resource planning, plus optional Recruitment when you hire.
- check_circle Directory: Employees, departments, teams, skills, and org structure.
- check_circle Attendance & Leave: Clock in/out, biometric devices, holidays, and approvals.
- check_circle Timesheets & Planner: Weekly time, capacity, and resource assignments.
- check_circle Assets, Performance & Documents: Equipment, reviews, and employee files on Growth and above.
- check_circle Hire seamlessly: Accepted offers convert candidates into employees in the same People directory. See Recruitment.
People add-on
Recruitment
An applicant tracking system inside People, not a separate HR product. Publish jobs, run a careers page, move candidates through a pipeline, interview, offer, and hire into your employee directory.
- check_circle Job openings & careers page: Publish roles and collect applications publicly.
- check_circle Candidates & pipeline: Stage applicants, talent pools, and hiring progress in one view.
- check_circle Interviews & scorecards: Schedule interviews and capture structured feedback.
- check_circle Offers & hire: Send offers, track acceptance, and create employees without retyping.
- check_circle AI assist: Summarize applications, match candidates to jobs, and draft interview questions.
Sold as the People Recruitment add-on. See Pricing for current catalog availability.
Explore Recruitment in detailJobs & apply
Public careers flow into your pipeline.
Hiring pipeline
Stages from applied to hired.
Offer → employee
Accepted offers become People records.
See how the modules fit your team
Start free in minutes, or book a walkthrough focused on the modules you need first.
Campaigns
Email, SMS, and WhatsApp with audience targeting.
Forms & Landing Pages
Capture leads into your CRM.
Analytics & A/B Testing
Measure and improve what converts.
Marketing
Attract, convert, and nurture customers with campaigns, landing pages, forms, and analytics, all connected to your CRM.
- check_circle Campaigns & Audiences: Email, SMS, and WhatsApp campaigns with precise targeting and consent controls.
- check_circle Forms & Landing Pages: Capture leads with public pages and embeddable forms.
- check_circle Templates & Content Hub: Reusable email templates and a shared content library.
- check_circle Analytics, Attribution & A/B Testing: See what converts and improve it.
- check_circle Intelligence, Consent & AI Assistant: Customer insights, compliance, and AI copy help.
Commercial
Quote, invoice, collect, and report in one commercial stack, with electronic signatures and a customer portal.
- check_circle Documents: Proposals, quotations, invoices, credit notes, contracts, POs, delivery notes, and receipts.
- check_circle Catalog & Price Lists: Products, services, taxes, coupons, and recurring invoices.
- check_circle Payments, Statements & Collections: Track money in and follow up on overdue balances.
- check_circle Approvals, Analytics & AI Assist: Workflow approvals, forecasts, and commercial copilot.
- check_circle Electronic Signatures: Send contracts and documents for legally binding e-sign.
- check_circle Customer Portal: Let clients view documents, pay, and download statements.
Proposal → Invoice
Convert and send without retyping.
Payments & Collections
Record payments and chase receivables.
E-signatures
Send contracts and collect signatures.
AI, automation, and workspace tools
Modules stay connected. AI, automation, reporting, and workspace tools support the rest of the product.
AI Command Center
Generate content, summaries, and predictions using monthly AI credits.
- check Content, captions, and email drafts
- check CRM insights & deal success predictions
- check Project summaries, task generation, health analysis
- check Answers grounded in your uploaded workspace files
- check Natural-language search across your workspace
Automation
Visual multi-step workflows that eliminate repetitive work across modules.
- check Triggers: records, schedules, webhooks, forms
- check Actions: email, tasks, updates, tags, webhooks
- check Conditions, delays, and branching paths
Reports
Dashboards, saved reports, and scheduled exports across CRM, Projects, People, and Commercial.
- check Metrics, datasets, and drill-down views
- check Saved reports, snapshots, and email schedules
- check Executive reporting on Business and above
Files, Maps & Graph
Shared files, location views, and linked records that stay attached to the work.
- check Files and folders on contacts, deals, and projects
- check Maps for visits, territories, and geographic spread
- check Browse how records connect across modules
Settings & Admin
Run your workspace with roles, integrations, and usage controls.
- check Users, roles, and organization branding
- check Custom domains, branded email/SMTP, and API keys
- check White-label add-on for your own domain experience
- check Integrations, audit log, and subscription billing
- check On-demand workspace export for data portability
Secure Workspaces
Multi-tenant isolation by design, with billing that works in more than one currency.
- check Isolated organization workspaces
- check Role-based permissions and notifications
- check Prices shown in the currencies your catalog supports
One workspace instead of a tool stack
Growing teams often stitch together a CRM, a project board, spreadsheets for people, a quoting tool, and email marketing. ChapFlow keeps that work in one product.
| Capability | Typical tool stack | ChapFlow |
|---|---|---|
| Sales CRM | Separate CRM product | Built-in CRM with pipeline |
| Delivery | Project board / PM app | Projects + client portal |
| People & hiring | HRIS + ATS + spreadsheets | People + optional Recruitment |
| Quotes & invoices | Accounting / doc tool | Commercial + e-sign + portal |
| Outbound marketing | Email / SMS / WhatsApp tools | Marketing tied to CRM consent |
| Social publishing | Separate scheduler / inbox | Calendar, approvals, engagement |
| Data & handoffs | CSV exports and Zapier glue | Shared records + Automation + AI |
Read the full ChapFlow comparison guide, or see industry guides.
Partners channel
ChapFlow’s Partners Program is a platform channel capability, not a tenant plan module. Affiliates, resellers, and white-label partners grow with ChapFlow outside the subscription matrix.
- check_circle Affiliate: Tracked referrals, commissions, and payouts.
- check_circle Reseller: Packages, provisioned organizations, and partner API.
- check_circle White-label: Branding and custom domains for your clients.
Affiliate referrals
Earn when attributed customers convert.
Reseller packages
Sell and manage customer workspaces.
White-label delivery
Present ChapFlow under your brand.
Features FAQ
Quick answers buyers ask before they compare plans or book a demo.
What modules are included?
ChapFlow includes CRM, Projects, People (with optional Recruitment), Commercial, Marketing, Social, Reports, AI, and Automation in one workspace. Plan tiers control which modules unlock by default; recurring add-ons can unlock modules your current plan does not include.
Can we replace several tools with ChapFlow?
Yes. Most teams use ChapFlow to replace a mix of CRM, project boards, HR spreadsheets, quoting tools, and email marketing. You keep one login, one customer record, and one audit trail from lead to invoice to delivery.
Does People include hiring / ATS?
People covers directory, attendance, leave, timesheets, and resource planning. Recruitment (jobs, careers pages, pipeline, interviews, offers, and hire-to-employee) is available as a People add-on so you only pay when you need an ATS.
Is Marketing connected to CRM?
Yes. Campaigns, audiences, consent, forms, and landing pages feed the same contacts and companies your sales team already uses. SMS and WhatsApp credits are purchased separately at published rates.
Can we brand ChapFlow as our own product?
Yes. Approved partners can white-label for their clients, and organizations can add white-label for their own custom domain and branded email when the add-on is enabled. Details are on Pricing and the Partners Program pages.
How do we see ChapFlow before buying?
Create a free workspace anytime, or book a product demo with our team. Pricing shows live catalog plans, trials, and add-ons.
Where can we learn about security?
Each customer workspace uses its own dedicated database, with roles and permissions. Details are on the Security page.
See every module in action
Start free with CRM, Projects, People, Commercial, Reports, and AI. Marketing is on Starter and above. Social and Automation are on Growth and above. Recruitment is available as a People add-on.
Content Calendar
See the whole week of posts at a glance.
Scheduler & Engagement
Queue posts and manage replies in one inbox.
Analytics & Media
Measure reach and reuse assets from one library.
Social
Plan, publish, and measure your brand presence across channels from one hub.