Approval Requests

for teams and their clients

On-the-Record Approvals

Approval requests and confirmations are recorded automatically.

Actionable via Email

Approvals are delivered to clients via email and can be confirmed from the inbox.

Attract Client Engagement

Clients can easily participate via email with feedback and approval confirmation.

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Clients can easily participate via email with feedback and approval confirmation.

I’ve been a customer of ClientFlow with my new company Boostopia for a couple months now. Super impressed with the product and the direction it is going!”

Client flow approvals
1.) DRAFT APPROVAL

Effortlessly draft approvals and deliver to clients when ready

  • Due Dates show your client that they can cause a project to slip.
  • Add attachments via Google Drive and Dropbox
  • Preview approvals before sending
  • Send to multiple client recipients
2.) SEND TO CLIENT

Approval requests delivered to your client's inbox

  • 1-click approval confirmations from the client’s inbox
  • Client don’t need an account or password
  • Full approval delivered via email with the option to view in browser
  • Client has questions or comments? Replying to the email starts a thread
3.) CLIENT APPROVES

Clients can approve your request directly from their inbox

  • Simple single page confirms the client’s approval
  • Option to view and confirm the approval in browser
  • You are notified when your clients confirm approvals
4.) TRACK AND BE NOTIFIED

Know when approvals are confirmed or late

  • Track all approvals across projects and clients in a single view
  • View recent activity and other stats for approvals and their threads
  • Filter down to the approvals that need your attention

“One of the challenges in the marketing automation space is communicating its complexity in a format that is easy for clients to understand. ClientFlow allows me to do that and more, and is most valuable when you have multiple clients and projects running in ClientFlow (and your good ol’ inbox becomes manageable again too).”

Client flow approvals

Remove the uncertainty of client projects

Add process and confidence to your team's client work

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