Product walkthrough

From signup to first lead in under 10 minutes

No consultants. No training marathon. No multi-week implementation. Select your trade, connect WhatsApp, install tracking, and start seeing a working revenue flow.

Start free 14-day trial

0:00-2:00

Choose your trade and start with a working pipeline

You start by selecting the trade you actually run. CustomerFlows gives you a pipeline built around how that work is sold and delivered, so your team is not staring at an empty CRM trying to invent a process from scratch.

Trade-ready pipeline

New inquiry

Quoted

Approved

Scheduled

Completed

Paid

This keeps setup practical: you begin with something usable, then adjust only where your team truly needs it.

2:00-4:00

Connect WhatsApp so the assistant can handle the first response

Once WhatsApp is connected, the AI assistant can reply quickly, collect the basics, and keep the conversation structured. That means your team receives context instead of just another unqualified notification.

Example qualification flow

Customer

Hi, our AC stopped working and we need help today.

AI assistant

I can help with that. What service type is this, how urgent is it, and what address should the technician visit?

Customer

Residential AC repair. Very urgent. 2410 Elm Street.

The goal is not to replace your team. It is to make sure the first handoff starts with enough detail to act quickly.

4:00-5:30

See the qualified opportunity as a deal card your team can work

The captured details turn into a visible deal with owner, stage, message history, and source data. Instead of jumping between inboxes and spreadsheets, the team sees the opportunity in one operating view.

Opportunity snapshot

Trade

HVAC

Service

Emergency AC repair

Urgency

Same day

Source

Google Ads

Location

2410 Elm Street

Owner

Dispatch queue

This is where CustomerFlows starts to feel operational instead of theoretical: the inquiry becomes something owned and trackable.

5:30-10:00

Connect tracking so spend and booked work are tied together

Tracking closes the loop between the inquiry, the deal, and the campaign that produced it. Over time, this gives you a clearer answer to which channels are creating booked work instead of just surface-level lead volume.

Attribution snapshot

Campaign	Leads	Qualified	Booked jobs	Revenue
Emergency AC Repair	14	9	4	$8,600
Drain Cleaning	11	6	3	$3,200
Seasonal Tune-Up	19	12	5	$4,900

That makes budget decisions easier because the conversation shifts from clicks and form fills to revenue and closed jobs.

Your setup timeline

From account creation to first captured lead

Create the account