CareFlow - FSE

CareFlow is a specialized CRM application that helps independent professionals manage clients, appointments, notes, documents, and follow-up care activities all within a single, simple workspace.

The app is designed for consultants, coaches, personal service experts, freelancers, and independent professionals who work closely with individual clients.

With CareFlow, you can:

• Manage client contacts Organize client profiles, contact information, statuses, tags, goals, and important contextual details.

• Track appointments and follow-ups Create appointments and prep tasks, track upcoming or past schedules, and view daily or monthly overviews via a calendar interface.

• Log interactions after every session Create client notes, add quick tags, attach files, and link notes to appointments or documents for easy retrieval later.

• Manage documents and media files Store documents, images, and videos related to clients. Preview files and view related notes directly from the client profile.

• Track relationships and special dates Save information about relationships, birthdays, and important anniversaries to provide closer care and follow-ups.

• Connect Google Drive for file storage Once linked, files are stored via your Google Drive account, while CareFlow only keeps the necessary metadata to manage them.

CareFlow is designed with a sleek iOS-style interface: simple, focused, and optimized for your daily client care workflow.

The application supports both Vietnamese and English.