Run Your Entire
Consulting Agency With QuickFlow™
From the first lead to the final payment, QuickFlow™ connects sales, consultants, CROs, processing teams and accounting into one accountable workflow.
Case Pipeline
280 active, 42 due today, 3 SLA breach warnings
Trusted by consulting agencies moving thousands of cases every month
The Flow
Your entire operation,
from lead to cash.
QuickFlow™ isn't a stack of disconnected tools. Every stage of your consulting operation lives on one accountable pipeline. Nothing gets stuck, dropped, or lost between teams.
Quick.
Automations and SLAs move work forward without manual chasing.
Visible.
One pipeline. Every case, deadline and owner in real-time.
Accountable.
Every handover has an owner, a deadline and an audit trail.
QuickFlow Handover™
From Sales to Processing, without the gaps.
The moment a deal closes, QuickFlow™ routes the case through your consulting, verification and processing teams with SLA timers, named owners and a full audit trail, so nothing sits in someone's inbox.
- Auto-assign owner at every stage
- SLA clock starts the moment a handover fires
- Escalations when a stage overruns
- Full audit trail: who did what, when, and why
Every handover has an owner, a deadline and an audit trail.
Eight Modules. One Platform.
Not a bundle of disconnected tools. A single operating system where every module shares data, permissions and accountability.
QuickFlow CRM
Capture and manage every lead with source tracking, scoring and smart routing.
QuickFlow Sales
Turn opportunities into paying clients with stage-based pipelines and quotas.
QuickFlow Handover
Move deals between departments with SLA enforcement, owners and escalation.
QuickFlow Cases
Manage processing, documents and delivery with role-based case workflows.
QuickFlow Finance
Invoices, payments, reconciliation and accounting, all tied to your cases.
QuickFlow People
HR, attendance, leave and payroll, for the humans running your operation.
QuickFlow Connect
WhatsApp Business messaging built in, with templates, threads and case linking.
QuickFlow Control
Branches, roles, permissions and audit logs. Total operational control.
"We used to lose a full day between a deal closing and processing picking it up. With QuickFlow™ Handover, that gap is measured in minutes, and every case has an owner."
Keep every case moving.
See QuickFlow™ tailored to your agency, from lead capture to final payment, in a 30-minute live walkthrough.
No credit card. Tailored to your ops in 24h.