Connect your data, automate your work, and manage it from one workspace.
ChannelFlow helps teams connect external data sources, run automations, trigger alerts, communicate with clients, collaborate internally, and view reports from one secure workflow platform.
Client Follow-Up Workflow
Manage assigned actions, communication, automation, reports, and internal updates.
Follow-up queue
Data-driven records that need action from the team.
One platform for data, workflows, alerts, communication, and reporting.
ChannelFlow connects the systems your business already uses and turns your data into practical workflows, team actions, customer communication, dashboards, and reports.
Workflow Command Centre
Connect data, automate actions, manage communication, and report on the work that matters.
Connect operational data from the tools your business already uses.
Run workflows when business rules, dates, statuses, or thresholds are met.
Communicate through approved customer-facing channels.
Keep teams aligned with assigned actions, notes, updates, and ownership.
View operational dashboards, custom reports, and Power BI Embedded reports.
Build workflows around your own business rules, teams, data, and actions.
Build repeatable workflows around your business data.
Use ChannelFlow to turn everyday business processes into clear, trackable workflows — from operational alerts and customer communication to internal team actions, reporting, and management visibility.
- ✓Connect SQL Server, Excel, APIs, and operational data sources.
- ✓Create actions from dates, statuses, thresholds, exceptions, or business rules.
- ✓Send customer communication through channels like WhatsApp and Office 365.
- ✓Notify teams, assign owners, track activity, and monitor results through reports.
Everything your team needs to connect, automate, communicate, and report.
ChannelFlow brings together data sources, automations, alerts, client channels, team collaboration, and reporting in one practical business platform.
Data source connections
Connect SQL Server, Excel, APIs, and operational data sources to power workflows and reports.
Automations and alerts
Trigger actions, reminders, alerts, assignments, and messages from business rules and data changes.
Client communication channels
Use channels like WhatsApp and Office 365, with Gmail, Facebook Messenger, and Instagram Messaging planned or beta.
Internal team workflows
Assign owners, update teams, manage actions, and keep internal communication linked to the workflow.
Reports and dashboards
Build dashboards, custom reports, operational views, and Power BI Embedded report experiences.
Custom workflow apps
Create workflow apps around sales, finance, operations, service, stock, reporting, or any custom process.
Flexible workflow apps for different teams and business processes.
ChannelFlow can support many operational workflows because it starts from your data, your rules, your teams, and your communication process.
Operational alert workflows
Create alerts from stock levels, statuses, exceptions, overdue actions, service activity, or operational thresholds.
Client communication workflows
Send structured communication through WhatsApp or Office 365 and keep activity visible to the team.
Dashboards and reporting
Give managers visibility through dashboards, custom reports, Power BI Embedded reports, and operational summaries.
Internal team action tracking
Assign actions, track ownership, monitor completion, and keep team updates linked to the correct workflow.
Connect the channels your clients and teams already use.
ChannelFlow is designed to support client communication, internal workflow updates, and future channel expansion.
See how ChannelFlow can connect your data, workflows, reports, and communication.
We’ll walk through your current systems, data sources, communication channels, reporting needs, and internal workflow process to show how ChannelFlow can support your business.