Client Portal

Case management and CRM built around your processes.

CRM overview
Green circle with opacity
Blue circle with opacity

Directly connected to your processes.

Imagine a setup that is directly connected to your flows and processes - without lifting a finger.

Green circle
CRM with Client Portal

Client Portal is a native CRM system built around the processes you've structured in the Flow Builder.

Blue circle
Case management

Once leads are collected, you can use the case management setup to analyze and finalize due diligence on your cases.

Key benefits of HelloFlow

blue circle

Flexibility: Adjust the flow whenever you want. Flow Builder gives you the flexibility to adjust the flow within minutes without engaging additional teams into the process.

green circle

No-code digitization: You don’t need an entire IT team to build and launch the flow. The intuitive ‘drag-and-drop’ interface allows any member of the business development team to do it.

yellow circle

Cost reduction: Reduce operational costs related to the manual onboarding process by implementing digital onboarding. Reduce teams that needed to be included in the traditional setup.

HelloFlow logo with rocket in the background
Green circle with opacity
Blue circle with opacity

Our solutions

Get started now

Sign up for a trial account and start building unlimited flows.
Start a free 14-days trial.

Start a free trial
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
Yellow Circle
Green circle with opacity
Blue circle with opacity
Green circle with opacity
Yellow Circle
Blue circle with opacity