Agencies & professional services
Consultancies, agencies, and law practices live on relationships and delivery. ChapFlow keeps the pipeline, the client project, and the invoice in one place so partners stop chasing status across spreadsheets and chat.
How ChapFlow helps
CRM
Included in this industry story because it is how teams like yours typically work in ChapFlow.
Projects
Included in this industry story because it is how teams like yours typically work in ChapFlow.
Commercial
Included in this industry story because it is how teams like yours typically work in ChapFlow.
Marketing
Included in this industry story because it is how teams like yours typically work in ChapFlow.
People
Included in this industry story because it is how teams like yours typically work in ChapFlow.
Outcomes
- check_circle Track leads, proposals, and retainers in CRM without a second sales tool.
- check_circle Turn a won deal into a project with a client portal, timelines, and budgets.
- check_circle Send quotes and invoices, then collect e-signatures without leaving Commercial.
- check_circle Run email campaigns to past clients when you have something worth saying.
- check_circle See utilisation from People timesheets next to project budgets.