Capture leads from your website — with context, not just forms.
Flow Assistant combines a simple chat widget with a clean dashboard. Save lead details, track stages, and follow up quickly — without a complicated setup.
1
Capture with context
Name, email, phone + message details.
2
Manage in pipeline
Lead → Booking → Proposal → Invoice.
3
Follow up faster
Manual email + optional AI drafting.
Currently in early access.
Industries
Built for businesses that rely on enquiries, bookings, and sales conversations.
Home Services
Dentists
Real Estate
Gyms & Fitness
E-commerce
Professional Services
Coaches
And more…
Capture leads from the channels you already use
Website chat, Meta DMs, and WhatsApp — captured with context and organised in one system.
🌐
WebWebsite Widget
Add a chat widget to your site to capture leads with context (not just form fields).
💬
Instagram + FacebookMeta DMs
Bring Instagram + Facebook messages into one inbox so enquiries can be qualified and tracked.
📱
WhatsAppWhatsApp
Turn WhatsApp conversations into structured leads and pipeline stages, with full context saved.
How it works
A practical flow: capture → organise → follow up → move forward.
Add the widget
01
Drop one script tag onto your website and choose where the chat appears.
Capture useful details
02
Collect the essentials (name, email, phone) plus what they’re actually asking for.
Reply faster
03
Draft a message with AI, edit it, and send — or keep it fully manual. Your choice.
Move leads through stages
04
Keep a clean pipeline so you always know who needs attention next.
What this gives you
A lightweight system that keeps your lead conversations organised and makes follow-up quicker.
Leads saved with context
Clear stages across the pipeline
Manual email + optional AI drafting
Follow-up control per lead
After capture, everything stays organised
Flow Assistant doesn’t just collect details — it helps you move leads forward with stages, follow-ups, and optional AI guidance.
🧩
Pipeline stages
Move leads through Lead → Booking → Proposal → Invoice.
🧠
AI recommendations
Suggested next steps based on the conversation (optional).
🔁
Automatic follow-ups
Chase leads that go quiet with follow-up rules.
✉️
Email from dashboard
Send emails manually and optionally draft with AI.
👥
Multi-user access
Invite teammates and keep work organised.
📊
Dashboard visibility
See what’s working across channels and stages.
Why Flow Assistant
Built to help you respond faster, stay organised, and keep lead handling simple.
⚡
Less friction, more action
Designed to turn chats into next steps, without adding a heavy CRM process.
🧭
Simple pipeline visibility
Organise leads by stage so follow-ups are obvious and nothing slips.
🛡️
Built with sensible security
Server-side auth, protected routes, and access checks for premium features.
📦
Grows with your product
Start lean. Add automations and integrations when you need them.
Pricing
14-day free trial on all plans. Choose monthly billing or save with annual billing.
Basic
For solo operators who want clean lead capture + stages.
14-day free trial
per month (billed annually)
£19.90
Monthly
£25.90
Billed annually. Shown price is the equivalent monthly cost.
Website widget lead capture
Unified inbox for website conversations
Pipeline stages (Lead → Invoice)
Manual email sending
No charge for 14 days. Cancel anytime.
Growth
For growing teams who need follow-ups + smarter workflows.
14-day free trial
per month (billed annually)
£49.90
Monthly
£59.90
Billed annually. Shown price is the equivalent monthly cost.
Everything in Basic
AI recommendations (optional)
Automatic follow-ups
Multi-user access
No charge for 14 days. Cancel anytime.
Advanced
For teams handling high volume across channels.
14-day free trial
per month (billed annually)
£79.90
Monthly
£89.90
Billed annually. Shown price is the equivalent monthly cost.
Everything in Growth
Web + Meta + WhatsApp capture
Higher limits & priority features
Deeper reporting visibility
No charge for 14 days. Cancel anytime.
Prices shown in GBP. Annual billing is paid upfront.
Compare plans
A clear view of what’s included in each plan.
Website widget (lead capture)
Basic
✓Included
Growth
✓Included
Advanced
✓Included
Unified inbox
Basic
✓Included
Growth
✓Included
Advanced
✓Included
Pipeline (Lead → Invoice)
Basic
✓Included
Growth
✓Included
Advanced
✓Included
Manual email sending
Basic
✓Included
Growth
✓Included
Advanced
✓Included
AI recommendations (optional)
Basic
—Not included
Growth
✓Included
Advanced
✓Included
Automatic follow-ups
Basic
—Not included
Growth
✓Included
Advanced
✓Included
Multi-user access
Basic
1 seat
Growth
Team
Advanced
Team+
Meta channel (IG + Facebook)
Basic
—Not included
Growth
Optional
Advanced
✓Included
WhatsApp channel
Basic
—Not included
Growth
Optional
Advanced
✓Included
Reporting & dashboard insights
Basic
Basic
Growth
Standard
Advanced
Advanced
Get started
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FAQs
Quick answers to the common questions.
Is Flow Assistant a full CRM?
It’s intentionally lightweight. The focus is capturing lead context and managing follow-up stages without complexity.
Can I send emails manually from the dashboard?
Yes. You can write and send a manual email to a selected lead, and optionally generate a draft using AI.
Do I need to use AI?
No. AI is optional. You can keep everything manual and use the dashboard purely for managing leads and stages.
What channels can it support?
Website chat is included. Meta (Instagram/Facebook) and WhatsApp are available depending on your plan and setup.
How long does setup take?
For most sites, adding the widget is a few minutes. Customisation depends on your business knowledge and desired flow.