One delivery workspace
Clients, projects, tasks, records, files, and approvals stay connected instead of scattered across tools.
ClientFlow OS brings projects, workforce, flexible records, progress metrics, approvals, and client reporting into one secure operating system — without Microsoft guest licenses.
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Delivery Overview
Website Redesign
Innovate Corp
Lead Gen Campaign
Momentum Ltd
Data isolation
Client seats free
Portal load time
Uptime monitoring
A flexible data model for service teams, without forcing every business into the same rigid workflow.
Clients, projects, tasks, records, files, and approvals stay connected instead of scattered across tools.
Track leads, candidates, documents, products, or any quantity your service actually delivers.
Workers see assigned work and submit daily progress without accessing private client data.
Give every client a branded view of progress, reports, and files. No guest licensing fees.
Turn plain-language requests into validated previews. High-impact changes wait for confirmation.
PostgreSQL Row-Level Security enforces tenant and client boundaries even when requests are tampered with.
Three steps. One system. From client onboarding to final report — without switching apps or chasing down data.
Create a client, define the project, and choose the metrics and custom fields that matter for your service.
Assign work, process records, submit progress, and review outcomes — all in one connected flow.
Publish selected progress, reports, files, and decisions to a dedicated, branded client portal.
Microsoft is great for internal teams. ClientFlow OS is built for the client relationship on the outside.
For client collaboration
Built for agencies & service teams
Every tenant-owned row is organization-scoped. RLS, server-side validation, scoped storage paths, and auditable mutations protect the boundary even when a request is tampered with.
Read security overviewPostgreSQL RLS ensures your data never leaks between tenants, even under attack.
Server-side auth validation, scoped storage paths, and auditable mutations by default.
White-label the portal with your own domain, colors, and logo. Clients see your brand.
Clients receive a secure, passwordless link to view their dedicated portal. They can see active projects, download deliverables, submit requests, and review reports without ever seeing internal metrics or other clients' data.
Yes. You have granular control over visibility. You can explicitly mark projects, files, comments, and reports as client-visible. Everything else remains internal by default.
Adding external clients to your Microsoft tenant requires expensive licenses ($6–$22/user/month), creates security risks, and forces clients to switch Teams tenants. ClientFlow OS provides a white-labeled client portal with unlimited free client seats, zero IT admin overhead, and specialized agency dashboards.
Yes. We support standard SSO so your team can log in using Microsoft/Google accounts. Integrations to sync client deliverables to OneDrive or Google Drive are in development.
Yes. ClientFlow OS can be compiled into a standalone Windows desktop executable (.exe) using Electron. GitHub Actions handles packaging automatically, bundling all dependencies with zero local configuration.
We use PostgreSQL Row-Level Security (RLS) to ensure every query is strictly scoped to your tenant ID. Data cannot leak across organizations, even if an application vulnerability occurs.
No. Our AI command center only interprets intent. It is never granted database credentials, never executes raw SQL, and your tenant data is not used to train the underlying models.
Create a workspace, add your first client, and shape ClientFlow OS around the service you provide. No credit card required.