What worked for 5 clients won't work for 500
You have accounts, invoices, projects and processes scattered across different tools. Things get lost and the client experience suffers.
Your agency needs a proper system. Something to stay organised, something to grow with.
This is the reason we built OPFLOW - the one platform that keeps everything in sync and helps you scale your agency.
A streamlined Workflow for
Billing & Projects
A dashboard to keep your projects organized and make your clients happy.
Order Form
No matter what type of services you sell, order forms make it easy for clients to buy them.
Key features
- One-page or multistep checkout
- Service types, quantities, and add-ons
- If → then rules for conditional fields
Invoice & Billing
Not all your services fit into a package. With OPFLOW, you don't need a separate invoicing platform.
Key features
- Contact forms for quote requests
- Shareable invoice payment links
- Capture client details when they pay
Intake Form
Collect the info you need from your clients without the back-and-forth.
Key features
- Various field types and rules
- Automated follow-ups
- Save drafts and come back later
Client Portal
A branded client portal that makes you look professional and saves your clients time.
Key features
- Custom colors, menus, and language
- Support for custom pages
- Full control over underlying templates
Team Inbox
Your team can see everything that needs to be done, when orders are due, and who's assigned.
Key features
- Permission controls for your team
- Internal & external messaging
- Custom statuses and tags
Client Messaging,
in one place
Send and receive order updates without leaving email.
Clients are happier when they stay on top of projects and results. With OPFLOW, all communications are right there
in the dashboard so that everybody is on the same page - no excuses.
Feels just like email to your clients
Order updates show up in the Client Portal and go out via email to your customer.
Add Tickets
Introducing our advanced Ticketing System, your solution to streamlined customer support, efficient issue resolution, and enhanced service quality.
File Management
Unveiling our innovative File Management System, your key to organized, accessible, and secure document handling for improved productivity and efficiency.
Open tracking
See when clients have opened your emails or read your messages in the portal.
Business hours auto-reply
Discover our Business Hours Auto-Reply feature, a smart solution for maintaining consistent customer communication, even outside of your regular operating hours.
OPFLOW has been a key ingredient in our winning recipe for a successful productized service. It's easy for staff to use and customers love the client portal software for managing their service account.
Watch the case study
Garrett Smith, Owner
GMB Gorilla
Key Features
A page inside the customer portal showing all your public services.
Your services catalog
A page inside the customer portal showing all your public services.
Organised into folders
Group your services into folders for easier navigation.
Add featured images
Images help your services stand out in the services list.
Control which services get shown
Only your public services are included in the services list.
Detailed customer CRM
Clients can securely update their billing details and payment methods without asking your team.
Custom fields
Extend client profiles with additional custom fields.
Localization and time zones
All dates and times shown in your clients' local timezone.
GDPR data export and deletion support
Allow your EU customers to request data export or deletion.
Handle subscriptions and requests
Self-service features for subscription management and request-based services.
Subscription management
Give customers the option to upgrade or cancel subscriptions on their own.
Payment method management
Clients can log in to manage their saved payment methods with you.
Dunning emails
Give your clients a heads up to update their payment info with automated reminders.
Collect project information in intake forms
Simplify your checkout flow by asking all the details after payment.
Drag and Drop form builder
Many field types to choose from help make it easy to set up all kinds of forms.
Multi-page forms
Break up lengthy intake forms into pages and keep clients happy.
Spreadsheet inputs
Set up advanced intake forms by showing and hiding fields based on client inputs.
Incomplete order reminder
A customisable notification, sent to clients if they haven't filled out your intake form within 24 hours.
Secure forms
Your intake forms are available only to clients who have purchased the service.
Infinitely flexible and extendible
Extend your Client Portal with custom pages and reports.
Advanced template editing
With full access to underlying HTML templates, you're not locked into the default design.
Custom pages
Add custom pages to the portal for offers, information, or videos.
Integrated reporting
Connect various SEO tracking services, or embed automated Google Data Studio reports.
Make repeat business easy
Your portal makes it easy for clients to upgrade and buy more services.
One login for everything
A secure client portal for billing, reporting, and special offers.
Subscription management
Let clients manage their Stripe subscriptions from the portal.
Built-in referral system
Reward loyal clients for sending business your way.
Client's Say About Us
These are things that clients who have used our features and works says.
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Ready to give it a Try?
You're in good company. Opflow is helping agencies like yours sell millions of dollars
in services every month.