The #1 CRM for Service Businesses

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CRM, invoicing, contracts, automations, client portals — everything a service business needs to win more clients and get paid faster.

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StudioFlow Dashboard

Built for consultants, coaches, agencies, trainers, designers, and every service business

Drowning in Tools

Your CRM doesn't talk to your invoicing. Your calendar doesn't sync with your bookings. You're the middleware.

Losing Opportunities

Enquiries slip through the cracks. Follow-ups get forgotten. You're leaving money on the table every single week.

Admin Eating Your Day

You started this business to do what you love. Instead, you're copying data between apps and chasing late payments.

The Perfect Client Journey

StudioFlow doesn't just store your contacts — it moves them forward. From the first hello to the final invoice, completely automated.

1

Capture

Enquiry auto-created from your website, follow-up sequence starts automatically

2

Propose

Send a professional quote with packages, get the contract signed electronically

3

Book

Payment collected, calendar synced, project tasks created automatically

4

Deliver

Client portal live, deliverables shared, feedback collected, review requested

Everything You Need to Run Your Business

Dashboard & Analytics

Dashboard & Analytics

Revenue, pipeline, upcoming bookings, and action items at a glance

CRM & Contacts

CRM & Contacts

Complete client profiles with projects, invoices, and interaction history

Projects & Jobs

Projects & Jobs

Track every project from booking to delivery with status filters

Calendar & Scheduling

Calendar & Scheduling

Google & Microsoft calendar sync with booking management

Contracts & Documents

Contracts & Documents

Digital contracts, e-signatures, questionnaires, and file management

Packages & Services

Packages & Services

Create reusable service packages with pricing and descriptions

Payment Plans

Payment Plans

Flexible payment schedules — deposits, instalments, and milestones

Finances Overview

Finances Overview

Income, expenses, profit margins, and category breakdowns

Financial Reports

Financial Reports

Profit & Loss reports with revenue vs expenses charts

Accounting

Accounting

Built-in bookkeeping with income, expenses, and tax liability

Year-End Pack

Year-End Pack

Generate complete financial year-end reports and ZIP bundles

Templates Hub

Templates Hub

Email, invoice, quote, and contract templates in one place

Time Tracking

Time Tracking

Track billable hours with a built-in timer and manual entries

Workflow Automation

Workflow Automation

Build trigger-based automations that handle the admin for you

Email Templates

Email Templates

Automated emails with smart variables and active/inactive toggles

Built For Every Industry

Tailored features to match the exact way you work.

Marketing & Agencies

  • Manage retainer contracts
  • Client portals for deliverables
  • Automated invoice scheduling

Coaching & Consulting

  • Self-service session booking
  • Secure document sharing
  • Automated follow-up sequences

Design & Creative

  • Visual proposals & quotes
  • Feedback & approval loops
  • Seamless project handoffs

Legal & Professional

  • Time tracking to billing
  • E-signatures & compliance
  • Secure client communication

Training & Education

  • Group scheduling
  • Course material delivery
  • Automated payment collection

Trades & Field Services

  • On-site quoting
  • Instant deposit collection
  • Centralised job history
30+
Built-in Features
10 min
Enquiry to Booking
5+
Tools Replaced
100%
Client Portal Included

Switching is easier than you think

Import your opportunities, contacts, and projects from HubSpot, Monday, Dubsado, HoneyBook, or any CSV export. Your data comes with you. No lock-in, ever.

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