Everything You Need to Turn Leads Into Revenue
CustomerFlows is built for one job: help home service businesses capture more leads, respond faster, and close more deals. No bloated features you'll never use. No enterprise complexity you don't need. Just the tools that move leads through your pipeline and put money in your account.
Here's everything the platform does.
Capture Leads Automatically
Most contractors lose leads because they can't answer the phone during a job. CustomerFlows fixes that with an AI-powered chatbot that responds to every inquiry on WhatsApp — instantly, 24 hours a day, 7 days a week.
When someone messages your business number, the chatbot asks the right qualifying questions: What service do you need? Is this an emergency? What's the address? By the time you check your phone, the lead is already in your pipeline with all the details filled in.
No missed calls. No lost leads. No after-hours voicemail black holes.
Manage Your Pipeline Visually
Every lead flows into a drag-and-drop pipeline that mirrors how your business actually works. You see every deal at a glance — from the first inquiry all the way through to payment.
The pipeline comes pre-built with stages designed for your trade. HVAC contractors get stages like "New Inquiry," "Dispatched," "Quote Sent," and "Paid." Roofers get stages for inspections, estimates, and insurance claims. You can customize everything to match your workflow.
Click any deal to see the full picture: contact info, the original AI conversation summary, job notes, and which ad brought them in. Move deals between stages by dragging them or using the dropdown — whatever feels faster in the moment.
Available on all plans. Growth and Scale plans support multiple pipelines for different service lines.
Talk to Customers in One Inbox
Every WhatsApp conversation lives in one place. You can see who's waiting for a response, who the AI chatbot already qualified, and which conversations need a human touch.
The inbox clearly shows which messages came from the chatbot and which came from your team. When a lead needs personal attention, you jump in right where the bot left off — the customer sees one seamless conversation.
On desktop, you get a split-screen view: conversation list on the left, active thread on the right. Collapse the list when you need more room. On your phone, it works like any messaging app — tap a conversation, read, reply, done.
All conversations. One screen. Zero switching between apps.
Know Which Ads Actually Make Money
Most contractors know they're spending money on Google Ads or Facebook. Few know which campaigns actually produce signed contracts.
CustomerFlows tracks every ad click from the moment someone sees your ad to the moment you mark the deal as paid. Not just "how many leads did this campaign generate" — but "how much profit did this campaign put in my pocket after job costs."
That's what PROAS (Profit Return on Ad Spend) tells you. It factors in your actual job costs — materials, labor, overhead — so you know the real profit each ad dollar produces. Not just revenue. Profit.
The attribution dashboard shows you a simple chart of spend versus revenue over time, plus a table breaking down every campaign with its lead count, close rate, revenue, and profit return. You'll spot your best-performing campaigns in seconds and know exactly where to put your next dollar.
Starter plan tracks Google Ads. Growth plan adds Meta (Facebook and Instagram) tracking.
Keep Every Customer in One Place
Every person who's ever contacted your business — through ads, WhatsApp, your website, or a referral — lives in your contacts list. Search by name, phone number, email, or tag. Sort by total value, last activity, or assigned team member.
Click any contact to see their full history: how they found you, every conversation you've had, every deal they've been part of, and their total lifetime value to your business. Tag your best customers, flag emergencies, and mark VIPs so your team treats them right.
Switch between a table view (for scanning lots of contacts quickly) and a card view (for a more visual layout). Both views work great on your phone.
Unlimited contacts on every plan. You'll never pay more because your customer list grows.
Connect the Tools You Already Use
CustomerFlows connects to the advertising platforms you're already spending money on — and feeds your results back to them.
Google Ads: Every ad click is tracked from keyword to closed deal. When a deal closes, CustomerFlows sends that conversion data back to Google so their bidding algorithm learns which clicks actually produce paying customers — not just phone calls or form fills.
Meta Ads (Facebook & Instagram): Same idea. Track which social campaigns generate real revenue, and feed closed deals back to Meta so their targeting gets smarter over time.
Offline conversion upload is the feature most contractors don't know they need. Your ad platforms are optimizing for clicks and form fills. But the leads that actually become $8,000 AC replacements? Those signals never make it back to Google or Meta. CustomerFlows closes that loop automatically.
Coming soon: Google Calendar (auto-schedule from qualified leads), QuickBooks (push deals to invoices), Stripe (collect payments from deal cards), and Zapier (connect to 5,000+ apps).
Simple Pricing, No Surprises
Three plans. Flat monthly pricing. Unlimited contacts on every tier. No per-user fees that punish you for growing your team.
| Starter | Growth | Scale | |
|---|---|---|---|
| Price | $49/mo | $149/mo | $349/mo |
| Pipelines | 1 | Up to 5 | Unlimited |
| Team seats | 1 | 5 | Unlimited |
| WhatsApp messages | 1,000/mo | 5,000/mo | 15,000/mo |
| Google Ads tracking | Yes | Yes | Yes |
| Meta Ads tracking | — | Yes | Yes |
| Automations | — | Yes | Yes |
| API access | — | — | Yes |
Every plan includes the AI chatbot, WhatsApp inbox, pipeline, contacts, and attribution dashboard. Start with a 14-day free trial — no credit card required.
Built for Your Trade
CustomerFlows isn't a generic CRM with contractor-flavored templates. The pipeline stages, chatbot questions, and workflow are pre-configured for how your specific trade actually operates.
HVAC · Roofing · Plumbing · Landscaping · Electrical · Cleaning · General Contracting
Select your trade during signup. Your pipeline, chatbot, and dashboard are ready in minutes — not weeks.
The Bottom Line: What CustomerFlows Does for Your Business
More leads captured. The AI chatbot responds to every WhatsApp inquiry in seconds — 24/7, including weekends and holidays. Industry data shows the first contractor to respond wins the job 78% of the time. You'll be first, every time.
Faster qualification. Instead of spending 10–15 minutes on the phone qualifying each lead, the chatbot does it automatically. By the time you check your pipeline, the lead's name, address, job type, urgency, and budget are already filled in.
Better ad decisions. PROAS tells you which campaigns produce actual profit — not just revenue. Offline conversion upload trains Google and Meta to find more people like your best customers. Most contractors find they can cut 20–30% of wasted ad spend within the first month.
Less admin, more field time. No more updating spreadsheets, texting your team for deal status, or manually entering leads. The pipeline, inbox, and contacts all update automatically. Contractors report saving 5–10 hours per week on administrative work.
Grow without growing costs. Unlimited contacts on every plan. No per-user fees that punish you for hiring. No contact taxes that penalize your growing database. The price you see is the price you pay, whether you have 100 leads or 10,000.
Complete visibility. Every lead, every conversation, every deal, every ad dollar — connected in one place. You can answer "how's business doing?" by opening one app instead of checking five.
Ready to See It in Action?
CustomerFlows is set up and working within 10 minutes. Your pipeline is pre-built for your trade. Your AI chatbot starts qualifying leads the moment you connect WhatsApp. Your attribution dashboard lights up when you connect Google Ads.
Start your 14-day free trial at customerflows.com — no credit card required. No setup fees. No contracts.
FAQ
Do I need to know anything technical to set up CustomerFlows? No. You sign up, pick your trade, connect your WhatsApp number, and add one line of code to your website. Most customers are up and running in under 30 minutes.
Can I try it before I pay? Yes. Every plan comes with a 14-day free trial. No credit card required to start.
What if I outgrow my plan? Upgrade anytime from your settings. Your data, conversations, and pipeline carry over. There's no downtime during upgrades.
Do I own my data? Yes. Your contacts, conversations, deals, and attribution data belong to you. You can export everything at any time.
What happens if I cancel? Your account stays active until the end of your billing period. After that, it enters read-only mode for 30 days so you can export your data. You can reactivate anytime during that window.