Onboard clients
without the chaos.
One link, one branded portal, zero "did you get my email?". Booflow turns your messy onboarding into a workflow your clients actually finish.
Acme Agency
Onboarding flow
Intake form
Kickoff call
Brand assets
Sign-off
Kickoff call
Pick a 30-min slot that works. We'll auto-create a Google Meet.
Tuesday, May 14 · 10:00 AM
Google Meet · Auto-generated
Auto-Meet booked
Files in Drive
Client signed
For agencies, consultants and service businesses
MARKETING AGENCIES
REAL ESTATE
LAW FIRMS
PHOTOGRAPHERS
ACCOUNTING
RECRUITERS
CONSULTANTS
The whole client process,
in one place.
Forms, file uploads, meetings, signatures, approvals. Whatever your process needs — Booflow handles it.
Build flows visually
Drag-and-drop builder. Connect tasks, set dependencies, branch in parallel. No code.
Zero account for clients
Magic-link portal. They click, they fill. No sign-up, no password, no friction.
Auto reminders
Booflow nudges your clients before due dates. Stop typing 'any update?'.
Meetings auto-created
Client picks a time → Google Meet or Zoom event hits both calendars instantly.
Files where you want them
Auto-upload to your Google Drive, Dropbox or OneDrive. Folders organized for you.
20+ ready templates
Agency onboarding, real estate, legal intake, SaaS implementation — pick one and go.
Three steps. That's it.
Pick a template
Browse 20+ workflows or start blank. Customize tasks, dependencies, due dates.
Send the link
Booflow gives you a branded URL. Email it, WhatsApp it, share it however.
Watch it complete
Real-time status. Files in your Drive. Meetings in your calendar. Done.
Don't start from scratch.
Pre-built workflows for every kind of business.
"We replaced 5 tools with Booflow. Our client onboarding went from 3 weeks of back-and-forth to 4 days, on autopilot."
Jose Ramon
Agency Owner · Mexico20+
Curated templates
9
Task types
12
Native integrations
<2 min
Setup time
Stop chasing.
Start shipping.
Try Booflow free for 14 days. No credit card. Set up in 2 minutes.
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