Client Portal

Case management and CRM built around your processes.

CRM overview
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Directly connected to your processes

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

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CRM with Client Portal

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

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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

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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.

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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.

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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.

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Our solutions
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