Client Streamline

Smart systems for growing local business.

Built by business owners, for business owners.

Client Streamline is the one tool that you can use to grow your business and revenue. It brings together a stack of tools that every business needs to run efficiently such as a CRM, social media and marketing, follow-up campaigns, automations, one inbox for calls, texts, and email, and much more.

How much of your business relies on your memory?

Notebooks, sticky notes and the things you told yourself you’d remember to do later inevitably fail from time to time. 

Have you ever lost a customer because you forgot to call or message them back? Has anyone ever fallen through the cracks because you got busy?

If you’re still putting appointments in your Google calendar manually, you may be missing out on a better way to fill your schedule.

Do your customers know all the services you offer? Do you ever forget to educate them so they know when to reach out for more?

Do you have a system to build up your digital reputation? When someone needs your services, what do they see when they look you up online?

What you get

Sixty Tools. One Platform

Customer Management

Full CRM capabilities. Keep customer information right at your fingertips. Track the sales cycle using powerful pipelines.

Communication Center

Manage your phone system, SMS, email and even social media communications all in one window

Scheduling

Use Client Streamline to book appointments for you so you can focus on running your business! The scheduler checks against your personal and work calendars so you are never double booked.

Automations

Let Client Streamline take care of repetitive tasks for you. Automate follow up across all communication channels. Set up reminders so that you never skip a beat!

Reviews & Reputation

Enhance your online reputation by automatically collecting reviews from your happy customers! 

Marketing & Social Media

Manage your outbound SMS and email campaigns. Connect all your social media accounts to easily manage and create posts and ad campaigns. 

Websites & Funnels

Build out websites, sales funnels, landing pages and more all from inside Client Streamline at no extra cost. Seemlessly connect them to workflows for ultimate effectiveness.

AI Agents

Utilize Client Streamline AI Agents to help you run your business. It can create content such as emails and social media posts. It can answer your phone or message customers. 

Mobile App

You can't always run your business from your desk. Our mobile app allows you to keep running without skipping a beat from anywhere.

Full Feature List

Contacts & Sales

  • Unlimited Contacts
  • Custom Fields
  • Smart Lists and segments
  • Custom tags
  • Contact notes, docs, activity records
  • Sales pipelines
  • Opportunity tracking
  • Task Management
  • Contact importing 

Sites & Content

  • Website builder
  • Funnel builder
  • Landing pages
  • Blogs
  • Membership sites
  • Online courses
  • Communities
  • Template library
  • Forms & surveys
  • Quizes
  • QR Codes

Conversations

  • Unified messages inbox
  • Phone number(s)
  • Two-way texting
  • Call recording
  • Voicemail drop
  • Missed-call text-back
  • Email inbox
  • Social media DM’s
  • Google business chat
  • Website chat widget
  • Call forwarding
  • Number pools
  • Team assignment

Getting Paid

  • Invoices
  • Estimates & proposals
  • Documents & contracts
  • E-signatures
  • Card payments
  • Recurring billing
  • Text-to-pay
  • Coupons

Calendar

  • Unlimited appointment calendars
  • Round-robin appointments
  • Group & class booking
  • Google & Outlook two-way sync
  • Appointment reminders
  • Buffer & lead time rules

Marketing

  • Email campaigns
  • Email template builder
  • SMS campaigns
  • Drip sequencing
  • Social media planner
  • Ad manager Professional +
  • Forms & Surveys
  • Trigger links

Reporting

  • Sales dashboard
  • Call reporting
  • Appointment reporting
  • Campaign performance
  • Source attribution
  • Google analytics

Operations

  • iOS & Android mobile app
  • Team users & permissions
  • Reputation monitoring
  • Review requests
  • Priority support Professional+
  • HIPAA compliance add-on

AI

  • AI receptionist usage
  • AI content creator usage
  • AI assistant usage
  • AI conversations usage
  • AI funnel builder usage

It replaces the tools you're already paying for

Phone system, scheduler, CRM, social tools and everything else you're paying for separately is costing you more money and those tools don't even talk to each other. Client Streamline has it all on one platform. One login, one bill.

We use Client Streamline in our own businesses

As business owners we were paying for a phone system with one company, our scheduling and calendars were through another subscription and we had a separate CRM to manage communications. As you run a business, subscriptions and logins can quickly become overwhelming. That is why we created Client Streamline – One platform to manage all communication and grow your business through social media or other marketing channels. This software has given us more efficient communication, an easy way to post on Social Media and generally allowed us more time to focus on growing our business, all while saving money on subscriptions.

Colton Lusk

Colton Mortensen

How it works

One system, running whether you're watching it or not

Set it up once. Every lead after that moves through the same path automatically.

1

Book a demo

We talk about your business and how you want it to run.

2

We set up your account

We set up your communication tools and customize your account for your needs.

3

Watch your business grow

Enjoy a platform that works for you like an employee that never forgets and never takes time off.
Book a demo

Where do you want your business to be? Without growing or improving, at best, it looks the same as it does now. In reality, competition will close in and get ahead. A stagnant business dies.

What it looks like working

Where your business is six months from now

A calendar that fills itself.

Appointments happen automatically with reminders to improve show rates.

Every lead answered

Everyone that comes to you for business receives quick replies and a smooth experience.

Repeatable customer journey

Fine tune your processes to create raving fans who will come back and refer their friends and family. 

Pricing

Pick the plan that fits you

Starter

For soloprenuer or business just getting started
Phone system
CRM
Sales Pipelines
SMS & Email Campaigns
Automations
Reputation Management
Appointment Scheduling
Funnels, Website & Forms
Includes 2 seats
$99
/month
Get Started

Professional

For a business with a team
Everything in Starter +
Communities & Memberships
Ad Manager
Priority Support
Additional usage credits
Includes 8 seats
$299
/month
Get Started

Unlimited

For power users and teams that lean on AI
Everything in Growth +
Unlimited AI receptionist
Unlimited AI Content Creator
Unlimited AI Assistant
Includes 12 seats
$499
/month
Get Started

Get started with a 14 day free trial and a intro call to see how Client Streamline can help you grow your business!

Additional seats priced at $15/month per user up to 12 users. For pricing on additional users or larger teams, give us a call.

No Contracts. Cancel Anytime. 30-day money back guarantee.

Frequently asked questions

How do I get started?

You have two options. You can book a demo with us so we can talk about your business and how Client Streamline might fit your business. You can also start one of the subscription plans and then we can have an onboarding session where we help you set up your new account. 

Do I need to be technical?

You don't need to be an IT professional to run Client Streamline. If you are comfortable using the internet on a computer or phone, you'll be fine. We will work with you on how to use it and we have resources available for your reference as well.

How long until it's running?

This does depend on the complexity of your business and how many of the features you're wanting to implement right away, but most business can be up and running the core features within a day or two. If you need to build out complex automations or build an entire online presence, that can take longer. 

Can I cancel anytime?

Yes you can cancel anytime. We don't lock anyone into any contracts. We also offer a 30-day money back guarantee on the subscription plan cost. Anytime after that we don't offer a refund but you're free to cancel. See our refund and cancellation policy for more info. 

What does Client Streamline replace?

Client Streamline can replace many tools that business owners are typically paying separate subscriptions for. The most common ones are phone systems, calendar scheduling tools, a CRM, sales pipelines, and social media tools. Think Keap, Hubspot, Calendly, Twilio, and Mailchimp to name a few. See our full feature list for more. 

What support do you provide?

Our goal is to have Client Streamline make a real positive impact to your business. We will work with you to set up your account and teach you how to use it. If you need more ongoing technical support, we are here to help. If you want us to do more to build out your account with websites, custom automations or other campaigns, we have plans available for that. 

Let's grow your business the right way

Book a demo with us and we'll show you what the system would look like running your business.
Get a free market report for your business. See how you are currently performing against your competition and where you can improve!
Get your report