Welcome to CustomerFlows
CustomerFlows is the revenue operating system built for US home service businesses. It captures leads from your website and WhatsApp, qualifies them with an AI chatbot, tracks them through a customizable CRM pipeline, and shows you exactly which marketing channels produce revenue.
This documentation covers everything you need to set up, use, and get the most out of the platform.
Get Started in 5 Minutes
If you're new, start here:
| Step | Guide | Time |
|---|---|---|
| 1 | Quickstart Guide — select your trade, connect WhatsApp, install tracking, test | 5 minutes |
| 2 | Your First Lead — verify the system works end-to-end | 5 minutes |
| 3 | Customize Your Chatbot — tailor qualifying questions to your trade | 5 minutes |
| 4 | Invite Your Team — add your office manager, estimators, or dispatchers | 2 minutes |
Most contractors are fully operational in under 20 minutes.
Setup Guides
- Quickstart Guide — the 5-minute path from signup to first lead
- Connecting Your WhatsApp Number — activate your AI chatbot
- Installing Website Tracking — enable visitor tracking and ad attribution
- Inviting Your Team — add team members and assign roles
- Your First Lead — verify everything works
Core Features
Pipeline Management
- Pipeline Overview — how your CRM pipeline works
- Customizing Stages — match stages to your workflow
- Managing Deals — create, edit, and track deals
- Multiple Pipelines — separate workflows (Growth+)
- Lost Reasons — track why deals don't close
AI Chatbot
- How the Chatbot Works — architecture and capabilities
- Customizing Questions — tailor qualification to your trade
- Reviewing Conversations — check accuracy and improve
Attribution
- Attribution Overview — connect ad spend to closed revenue
- Google Ads (GCLID) — Google Ads tracking
- Meta Ads (FBCLID) — Meta Ads tracking (Growth+)
- Reading the Dashboard — interpret your data
- Message Categories and Costs — pricing and free inbound
- Sending Template Messages — outbound messages and broadcasts
Automation
- Automation Overview — trigger-based workflows
- Creating Your First Workflow — step-by-step tutorial
Administration
- Account Settings — company name, trade, timezone
- Plans and Pricing — tier comparison and features
- Billing and Invoices — payment methods, receipts, overage
- Team Management — roles, permissions, access
- Upgrading and Downgrading — switching plans
- WhatsApp Spending Caps — cost controls
- Account Cancellation — how to cancel and export data
Troubleshooting
- WhatsApp Not Connecting — verification, number conflicts, chatbot issues
- Tracking Not Working — snippet installation, ad blockers, attribution gaps
Resources
- Blog and Guides — in-depth strategies for contractor lead management
- Community (r/CustomerFlows) — ask questions, share strategies, get product updates
- Pricing — plan comparison
- Privacy Policy — how we handle your data
Get Help
- Email: support@customerflows.com — we typically respond within 4 hours on business days
- Community: r/CustomerFlows — ask the community and the founding team
- Founder direct: seiffedeen@customerflows.com — for feedback, feature requests, or partnership inquiries
CustomerFlows is built by Keilani Media Group LLC, Sheridan, WY.