Product tour
The captions from the video, as text, so people and search engines can read the same story.
How Customer Flow works. Open your company workspace — one place for every process.
From the left menu, invite the people who create a job, attach papers, approve, or close money.
Open Setup hub. Finish company, warehouse, bank, and approvals until New import unlocks.
Save buyers and suppliers under Partners. The next purchase picks them instead of retyping.
Open Approvals. Set who must sign. Work moves when the system saves the yes.
Click New import or New export. Stages run in order. Papers stay on the same file.
On the import, freight and duty become landed cost. On the export, stock is held so you do not sell twice.
Open Audit. Every important change shows who, what, and when.
Finance, factory, campus, and grants use the same workspace. Try it at thecustomerflow.com.
See every feature video · Written how-to in the docs
Questions? Email info@thecustomerflow.com.