Frequently asked questions

Everything you need to know about Coreflow.
What is Coreflow?
Coreflow is a client operations and revenue engagement software. It's the first platform built around how businesses think and operate. Tell it what you need and with every interaction you get smarter, your team better and your business becomes unstoppable.
How is Coreflow different from something like HubSpot or Salesforce?
Coreflow isn't a CRM, it is a Client Operations and Revenue Engagement software. Tools like CRMs only solve a small part of a bigger operational problem and leave you to figure out how to use them too. Coreflow is built around the idea that your business should have a system that knows everything about it and that you should be able to just talk to it. There are no hubs, no add-ons, no tiers that unlock features you should have had from the start. Every function and every feature is included. What makes Coreflow different is not just what it does, it is how it works. It feels less like software and more like having someone in your corner who knows your business inside out.
Do I need to pay extra for certain features?
No, everything is included. There are no add-ons, usage fees, premium tiers and no hidden fees. When you choose Coreflow, you get the whole system.
Is implementation really free?
Yes, we believe if you are paying for our software, you should not have to pay to use it. Every customer receives our structured 5 step implementation process at no additional cost. You can choose to do it yourself using our guided framework or have us build and configure everything for you. Either way, it is included.
How long does implementation take?
The full implementation is broken into 5 milestones and takes 40 days from start to finish. Milestone 1 happens on the day you purchase. By the end of milestone 5 your system is fully built, your team is trained and your business is running on Coreflow exactly as you envisioned it.
What kind of businesses is Coreflow built for?
Coreflow is built for any business with an inbound or outbound sales function. It works best for service-based businesses but if you have clients, leads, and a team managing them, Coreflow is built for you. We do serve a specific niche. The same way anyone can use the internet, anyone running a service business can use on us.
What is "Core" and what can it actually do?
Core is the AI built into Coreflow. It knows your entire business, your pipeline, your clients, your team, your data. You can ask it to make a call, send a follow-up, pull up a contact, brief you before a meeting, tell you where you stand against your targets or even give you a status update on the business. It does only answer questions, it executes when you want it to. Think of it like the most capable person on your team who never clocks off.
Do I need to be technical to use Coreflow?
No, Coreflow is built to be intuitive for anyone, regardless of technical ability. Core guides you through setup, handles complex configuration, and translates what you need into action. You do not need to become a tech expert, that is our job. Our mission is to make technology digestible for all users.`
What support do I get after implementation?
Ongoing support is part of our product. You get direct access to a technical team dedicated just to you, who you can contact directly anytime you need something. We don't have outsourced support desks, ticket queues, or over 24 hours response times. If something needs fixing, adjusting or optimising, we handle it. We think of every client relationship as a long-term partnership.
Can I migrate my existing data into Coreflow?
Yes and migration is part of milestone 3 in your implementation. Whether you are coming from another CRM, a mix of tools or spreadsheets, we transfer everything into Coreflow so your business is fully operational in one place. Built-in checks ensure nothing is lost or misconfigured in the process.
Is my data secure?
Coreflow uses encryption in transit and at rest, role-based access controls, and regular security reviews to protect your business data. Only the right people in your organisation see what they need to see.
How do I get started?
Purchase directly on our website, select your implementation pathway and you will receive everything you need straight away. Your account is active immediately and your implementation begins from there.
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