Client Portal

CRM and case management built around your processes.

CRM overview

Directly connected to your processes.

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

CRM

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

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

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.

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.

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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