Everything you need to run your agency.
On every plan.
From client management to AI-powered briefings, email campaigns to branded client portals. Every feature is included on every plan.
An AI assistant that actually does something
ARIA isn't a chatbot you ignore. It sends you a morning briefing at 6am: overdue tasks, stale deals, pending approvals, and clients who need attention. It walks new users through the platform with a guided tour. It answers questions about how to use any feature. And it lives on every page, ready when you need it.
- Daily briefing at 06:00 SAST, surfacing what needs attention today
- 10-step onboarding tour with spotlight navigation for new users
- Help menu with topic search and free-form questions
- ARIA Command Centre: overview, approvals, reports, knowledge base, settings
- Context-aware, knows what page you're on
- Powered by Claude (Anthropic)
Your clients get their own branded workspace
This is the feature that changes everything. Instead of chasing clients over WhatsApp, they log into a portal branded with your logo and colours. They approve posts, submit ideas, fill in forms, track requests, and receive announcements — all without seeing the name "Crossflow" anywhere.
- Fully branded: your logo, name, and colours
- Clients approve or request revisions on social media posts
- Content idea submission
- Forms you've created, delivered directly to the portal
- Submission tracking with status updates
- Broadcast notifications from your team
- Audit Diary: full compliance log of all portal activity
Talk to your team and clients from one place
Group chat for your team with @mentions, reactions, and pinned messages. A unified inbox that brings Microsoft Outlook email and WhatsApp conversations together. Send emails, SMS, and WhatsApp messages directly from a client's card, with token costs shown before you hit send.
- Group team chat with @mentions, emoji reactions, and pins
- Unified inbox: Outlook email + WhatsApp in one view
- Microsoft 365 integration: email, calendar, and contacts
- Direct messaging: email, SMS, and WhatsApp compose from client cards
- Token cost shown before sending, no surprises
Send campaigns without a separate tool
A full email marketing module built into the CRM. Build beautiful emails with the drag-and-drop editor, segment your audience, A/B test subject lines, schedule sends, and track delivery analytics: opens, clicks, bounces, unsubscribes. Runs on enterprise-grade infrastructure for high deliverability.
- Drag-and-drop email editor with 10 block types
- 20+ full email templates and 40+ pre-built sections
- Audience segmentation and contact lists
- A/B testing (subject lines and content)
- Schedule sends with timezone support
- Per-campaign analytics (delivered, opens, clicks, bounces)
- Mobile and desktop preview
- Pre-send quality checks (spam score, missing links)
- Contact management with CSV import and POPIA-compliant unsubscribe
Get paid without leaving your CRM
Create professional invoices with line items, discounts, 15% VAT, and flexible payment terms. Send them to clients, log payments when they come in (EFT, cash, card, or online payment), and track outstanding balances. Everything is auto-numbered and linked to your client records.
- Auto-incrementing invoice numbers (INV-001, INV-002…)
- Line items with quantity, unit price, and optional discount
- VAT toggle (15% automatic calculation)
- Payment terms: Due on Receipt, Net 7, Net 14, Net 30, Net 60, or custom
- Log partial or full payments across multiple methods
- Invoice dashboard: paid, outstanding, overdue, and draft totals
A dashboard that actually tells you something
Every morning, you land on a dashboard built for your role. Admins see the big picture: clients needing attention, tasks overdue, deals going stale. Staff see their own work for the day. ARIA's daily briefing surfaces what matters before you even ask.
- Personalised greeting with role-aware layout
- ARIA AI daily briefing
- Needs Attention feed: clients, tasks, and deals that need action
- Business Pulse cards: key metrics at a glance
- Quick action buttons for common tasks
Every client, fully mapped
Each client gets a rich profile and a dedicated workspace. Track their social handles, brand health, assigned team members, content targets, and contract dates. The Client Central workspace gives you six tabs (overview, activity, comms, work, files, and notes) so everything about a client lives in one place.
- Client list with search, tags, and bulk actions
- Visual Kanban board with client cards
- Client mood indicator (Happy / Neutral / At Risk)
- Brand Status Radar: 6-spoke chart tracking brand health
- Full activity timeline: every call, email, note, and portal event logged automatically
- Per-client content targets and monthly checklists
Five views. One system. Zero confusion.
Whether you think in Kanban cards, list rows, timelines, or workload charts — Crossflow gives you five ways to see your work. Create tasks with priorities, due dates, subtasks, tags, and dependencies. Assign them to team members. Track time against them.
- Kanban board with custom columns and WIP limits
- List view for scanning and bulk updates
- Workload view: see who's overloaded and who has capacity
- Timeline view: Gantt-style project planning
- Timesheet view: log hours, track billable time
- Recurring tasks: daily, weekly, monthly, or yearly
Track every deal from first contact to close
A drag-and-drop pipeline board for your business development. Customise stages to match your sales process. Track deal values in Rand, link deals to clients, attach proposals, and monitor which leads are going stale.
- Customisable pipeline stages (drag deals between columns)
- Deal cards with value, owner, client link, and expected close date
- Lead source tracking with unique webhook URLs
- Lead Ads integration
- Linked proposals: create a proposal directly from a deal
- Stale deal alerts in the Needs Attention feed
Send proposals that close deals
Create professional proposals with your branding, send them directly from a deal, and track views. Built-in templates get you started fast. Clients can comment directly on proposals for a seamless approval flow.
- Built-in proposal templates
- Link proposals to pipeline deals
- Share via email or direct link
- Comment threads for client feedback
- View tracking
Build any form. Send it anywhere.
Create custom forms with 40+ field types, from simple text fields to file uploads, signatures, and rating scales. Add conditional logic, multi-step flows, and your own branding. Share via link, embed on your website, or send directly to a client through their portal.
- 40+ field types including file upload, signature, matrix, and rating
- Conditional logic: show or hide fields based on answers
- Multi-step forms with progress bar
- Public URL, embed code, and QR code sharing
- Portal integration: send forms directly to specific clients
- Email notifications and daily digest option
Everyone on the same page. Everyone in their lane.
Invite team members by email, assign roles, and control exactly what they can do. Staff see their own tasks and can submit completed work for review. Admins have full control. A 14-permission capability matrix gives you granular access control.
- Invite by email, assign Staff or Admin role
- See last login timestamp per member
- Custom role capabilities: 14 granular permissions
- Staff submission → Admin review workflow
- Revoke access at any time
Your brand, everywhere your clients look
Upload your logo, set your colours, choose your fonts. Your clients see your brand on the portal, on invoices, on forms, and on every approval request. Seven built-in admin themes let your team personalise their own experience too.
- Logo, company name, tagline, and brand colours
- Primary, secondary, and accent colour pickers
- Custom font selection
- 7 admin UI themes (personal preference per team member)
- "Powered by Crossflow" toggle
Nothing gets lost. Everything gets logged.
The Recycle Bin catches accidental deletions. Restore anything with one click. Every client interaction is logged in a chronological activity timeline. And POPIA compliance is built in, with consent management, data export, and audit trails.
- Recycle Bin: soft-delete with one-click restore
- Supported: tasks, clients, posts, tags, deals, templates, comments
- Full activity timeline per client
- POPIA compliance: consent, data export, deletion workflow, audit log
Every feature. Every plan.
Start your free 7-day trial and get access to everything.
Create, approve, publish. No chaos.
Upload visuals, write copy, and send posts for client approval, all from within the CRM. Your clients review posts in their branded portal, approve them or request changes, and every revision is tracked with a full edit history. When everything's approved, push to your social scheduler.