ClientFlow CRM helps Australian coaches and consultants capture every enquiry, automate every follow-up, and see exactly what's working — powered by Voice AI, smart automation, and IntuVision's data and reporting.
It's rarely a marketing problem. The leads are there — in your inbox, your DMs, your missed calls. The issue is what happens after.
A lead enquires Friday night. You see it Monday. They've already booked someone else.
You send a quote, get a "let me think about it," and never circle back. Most never get a second touchpoint.
Contacts live in Gmail, Calendly, Stripe, your phone, and a Google Sheet from 2023. You can't see your pipeline because there isn't one.
Past clients who'd happily refer or rebook — but you haven't messaged them in 11 months.
Built on a robust white-label CRM platform, configured by IntuVision's data and analytics team — so it works the day it's switched on.
Picks up missed calls, qualifies the lead, books them into your calendar, and sends you a transcript. Sounds human, works 24/7, never has a bad day. Configured by us to disclose itself and follow Australian consent requirements.
Forms, social DMs, missed calls, and calendar bookings all feed into one pipeline. No more checking five inboxes.
SMS and email cadences that fire when a lead goes cold — proposal sent, no reply in 3 days, nudge. Reactivation 6 months later.
Discovery calls, sessions, and follow-ups self-book into your calendar with confirmations and no-show reminders.
Where your leads came from, what converted, what didn't, what to fix next. Delivered to your inbox each month — built and reviewed by IntuVision's data team, not just an auto-export.
We clean duplicates, fill gaps, and tag contacts monthly — so the data you act on is data you can trust.
Automatic review requests post-engagement, and referral nudges to your best past clients. Set once, runs forever.
We're launching with coaches and consultants — that's where we can make the biggest difference fastest. Realty and Events follow on the roadmap.
For coaches, consultants, advisors, and solo professionals who sell their expertise. Built around discovery calls, proposals, programmes, and ongoing client relationships.
For real estate agents, property managers, and mortgage brokers. Open-inspection follow-up, appraisal pipelines, vendor nurture and review automation.
For event planners, venues, and wedding suppliers. Enquiry-to-booking pipelines, quote follow-up, supplier coordination and post-event referrals.
ClientFlow Pro is launching soon. While you wait, we'll happily look at your current setup and tell you exactly where leads are leaking — at no cost.
Join the waitlist to lock in early-access pricing, exclusive onboarding support, and priority setup. You'll be the first to know when ClientFlow Pro is live.
A 45-minute session with IntuVision. We review your current CRM, follow-up process, and lead flow, then give you a written action plan. No pitch. No obligation.
Whether you want to join the waitlist, book an audit, or just understand if ClientFlow is right for you — we're a quick email away.