The OS for Business Growth

CRM, Projects, People, Commercial, Marketing, Social, Reports, AI, and Automation in one workspace for growing teams, so sales, delivery, and billing finally share the same source of truth.

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Free plan available · Starter includes a 14-day trial · See pricing

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Fewer tools

Replace a CRM + PM + quoting + email stack with one workspace.

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Cleaner handoffs

Won deals become projects and invoices without retyping.

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People included

Directory, attendance, capacity, and optional Recruitment ATS.

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Isolated by design

Each organization gets its own dedicated database.

Built for how teams actually work

Core modules that connect sales, delivery, people, and billing without switching tools.

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CRM

Contacts, companies, leads, deals, pipeline, activities, and calendar in one place.

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Projects

Boards, timelines, time tracking, budgets, collaboration, and a client portal.

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People

Directory, attendance, leave, timesheets, resource planning, and optional Recruitment.

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Commercial

Quotes, invoices, e-signatures, payments, and a customer portal for self-serve access.

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Marketing

Email, SMS, and WhatsApp campaigns, audiences, consent, and landing pages tied to CRM.

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Social

Schedule posts, approvals, engagement inbox, and publishing across your social accounts.

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Reports

Dashboards, saved reports, scheduled exports, and metrics across every module.

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AI

Copilots and insights that help draft, summarize, and recommend next actions in context.

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Automation

Triggers, conditions, and actions that keep follow-ups and handoffs moving without busywork.

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From lead to cash in one flow

ChapFlow connects the steps most tools leave disconnected.

  1. 1

    Win the deal

    Capture leads, run the pipeline, and keep follow-ups on the CRM calendar.

  2. 2

    Deliver the work

    Spin up a Project with boards, time, budgets, and a client portal.

  3. 3

    Get paid

    Quote, e-sign, invoice, and collect from Commercial without leaving the workspace.

  4. 4

    Grow the team

    Plan capacity in People, or hire with Recruitment when you need an ATS.

Marketing

Campaigns, audiences, and landing pages in the same OS

Marketing is a first-class module, not a bolt-on. Run email, SMS, and WhatsApp campaigns against consented audiences, publish landing pages, and keep the lead in CRM. Credits for SMS and WhatsApp are purchased separately at published rates.

  • check_circleAudiences and consent records next to the people you already know in CRM.
  • check_circleEmail on Starter and above; SMS, A/B tests, and intelligence on higher tiers.
  • check_circlePublic landing pages with spam checks on every lead form.
See Marketing features Book a demo
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Campaigns

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Audiences

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Consent

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Landing pages

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Jobs

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Pipeline

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Interviews

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Offers

People · Recruitment

Hire into the same system that runs your team

Recruitment is an optional People add-on: publish jobs, run a careers page, interview, send offers, and convert accepted candidates into employees, without a separate ATS.

  • check_circlePublic careers applications land in your hiring pipeline.
  • check_circleInterviews, scorecards, talent pools, and offer tracking.
  • check_circleHire creates the People employee record your planners already use.
See Recruitment View add-ons
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Affiliate

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Reseller

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White-label

payments

Commissions

Partners

Refer, resell, or white-label ChapFlow

The Partners Program is a platform channel for affiliates, resellers, and white-label operators, not a sellable tenant module. Earn commissions, provision customer workspaces, and deliver ChapFlow under your brand.

  • check_circleAffiliate referrals with tracked commissions and payouts.
  • check_circleReseller packages and managed customer organizations.
  • check_circleWhite-label branding and custom domains for your clients.
Partners Program Contact us

ChapFlow at a glance

Clear facts for people and AI assistants evaluating the product.

What is ChapFlow?
ChapFlow Business OS is a web-based business operating system for growing teams. CRM, Projects, People, Commercial, Reports, AI, Marketing, Social, Automation share one workspace. Explore features.
Who is it for?
Growing teams that need sales, delivery, people, and billing tools without stitching together many products. See industry guides.
How is data isolated?
Each customer workspace uses its own dedicated database, with role-based access controls. Read about security.
How does pricing work?
A lasting Free plan is available. Starter includes a 14-day trial; current plan limits and prices are published on Pricing. See current pricing.

Ready to run your business on ChapFlow?

Create a free workspace, or book a demo to see the right modules for your team.

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