Every lead gets followed up, booked, signed and billed — automatically. One platform instead of five tools that don't talk to each other.
You're running your coaching business across five apps that don't talk to each other. Every gap costs a follow-up, a note, a payment — and eventually the client.
Typeform
A lead applies
The application answers stay in the form tool. Your CRM never sees them.
Calendly
The call gets booked
The booking isn't linked to the lead. No-shows slip through quietly.
Zoom + Notion
You run the call
Your notes land in a doc you'll never open again.
DocuSign
The contract goes out
You chase the signature and copy the status over by hand.
Stripe
The payment comes in
Matching payments to clients becomes your evening job.
You built this stack to automate your business — instead, you became the integration. And AI can't run a business it can't see.
See what happens when it can32%
Hopping between five tools drains up to a third of your performance. Deep work on your offer and content? Doesn't happen.
96%
Almost every business fails to get real value out of AI, because its data is scattered. Automation only works when everything lives in one place.
2.5h
Gone every single day to searching, copying and re-typing between tools. That's two coaching calls a day you're not taking.
moreflow replaces your form tool, your scheduler, your CRM, your e-signature tool and your automation glue. Everything a client does — from first click to paid invoice — lands in one timeline. Nothing to sync. Nothing to lose.
Deal Closed
Just now
Contract signed and invoice sent. Onboarding started automatically.
Proposal Sent
2h ago
Custom proposal created based on client requirements and sent.
New Lead
5h ago
Captured via website form. Enriched with LinkedIn data and assigned to sales.
Speed to lead
Application submitted
Form / Chatbot
0s
WhatsApp reply with booking link
30s
Call booked, reminders armed
Meetings
2m
Lead queued in the power dialer
Calling
2m
Deal created with full history
CRM
2m
Forget Excel spreadsheets. All tracking and marketing data in one place so you can finally scale.
While your competitor's lead is still waiting for a reply, yours has a call booked. Forms and chatbots are built in — no Typeform, no extra tool.
From signature to money in your account — without you chasing anyone.
No gap between “yes” and paid. Create, send and sign legally binding contracts in the platform — and the client lands in checkout the second they sign.
You are the seller. Payments via Stripe & PayPal go directly to your account. Instant access.
Payment Received
+€129.00Funds secured and processed via Stripe Connect.
Just now
Instant Payout Sent
Paid2m ago
Track every move. From calls to notes, see the entire history of your relationships.
Recent Activity
Now
Sent proposal for the Q3 marketing campaign.
Call
15m
Discussed new feature requirements and timeline.
Note
1h
Client mentioned budget increase for next quarter.
Meeting
2h
Demo with the product team for next Tuesday.
File
5h
Uploaded 'Contract_v2.pdf' to the deal.
Organize your world. Attach files, write notes, and tag everything for easy retrieval.
Specs.pdf
Notes
Assets
Collaborate in real-time. No one needs to refresh the page. Everything that happens is visible immediately.
Acme Corp
Schedule meetings, make calls, and send emails directly from your dashboard.
Description
Send and receive emails directly from the CRM. Support for Gmail, and IMAP.
Gmail
IMAP
Automatic generation of invoices compliant with German standards.
No platform hold. Your money goes directly to your connected account.
Sell your program in 6 or 12 rates. Every installment is tracked on the client, not in a spreadsheet.
Failed payments get chased automatically — dunning, reminders, collection. You never have to send the awkward message.
AI is useless when your data is scattered across five tools. In moreflow, your leads, calls, notes, contracts and payments live in one place — so AI can qualify leads, draft follow-ups, and tell you which deal needs you next. Your competitors hire more setters. You don't have to.
Next best action
Lisa Brandt
Applied 2 days ago · no-show on Tuesday
Suggested WhatsApp follow-up
Hi Lisa — sorry we missed each other on Tuesday. I've kept Thursday 2pm free for you, here's the link.
Also waiting on you
Marc Weber
Qualified by the chatbot — budget confirmed
Jonas Keller
Installment 3 of 6 failed
AI assistance is included in every plan as AI credits.
moreflow's core application services and primary database are hosted in Germany. A deliberately small infrastructure footprint means fewer processors, clearer responsibility, and no mystery about where your data lives.
Core customer data is stored and processed in German data centers.
Connections to moreflow and the database are encrypted in transit.
Our core infrastructure uses only two listed subprocessors.
Core data region
Germany
Application services
Hetzner Server
Germany
Primary database
PlanetScale
eu-central · Frankfurt
Customer-enabled integrations only receive the data needed for the feature you choose to use.
Why do you still have so many different subscriptions? Get everything you need in one platform – for a fraction of the cost.
And that's just the subscriptions. The 2.5 hours a day you spend copying data between tools are the expensive part.
Every plan includes the complete core platform. Move up when you want Flow AI and growth features to do more of the work.
All prices are net, plus VAT.
For solo founders getting organized.
14-day free trial
Complete core platform included
For sales teams running outreach and automation.
14-day free trial
Everything in Base, plus
For businesses letting AI run the operation.
14-day free trial
Everything in Pro, plus
For agencies and multi-brand organizations with custom needs.
Tailored to your team and volume
Everything in Max, plus
You are not paying for a bigger bucket of the same product. Each plan changes what moreflow can do for your business.
| Complete core platform included | Base | Pro | Max | Enterprise |
|---|---|---|---|---|
| Monthly capacity | ||||
| Seats | 3 | 5 | 10 | Custom |
| Emails | 1,000 | 7,500 | 25,000 | Custom |
| SMS | 50 | 250 | 750 | Custom |
| 100 | 500 | 1,500 | Custom | |
| Automation runs | 500 | 2,500 | 10,000 | Fair use |
| AI credits | 250 | 1,500 | 5,000 | Custom |
| Chatbots | 1 | 3 | 10 | Unlimited |
| Sending domains | 1 | 2 | 5 | Custom |
| File storage | 5 GB | 50 GB | 250 GB | Custom |
| Payment fee | 1% | 0.5% | 0% | 0% |
| Capabilities | ||||
| Core platform | Full | Full | Full | Full |
| Flow AI | Suggests only | Drafts + 1-click approval | Autonomous, reversible | Full auto |
| Content Lab | 1 publication / mo | 10 publications / mo | Unlimited, fair use | Multi-brand supply |
| Email campaigns | 1 send · 100 recipients | Unlimited in quota | Advanced audiences | Custom |
| Power dialer | 1 session · 10 calls | Unlimited | Unlimited | Unlimited |
| RAG chatbot | 1 source | Full knowledge base | Human handoff | Multi-brand |
| Meta & Google Ads | Recommendations only | 5 applies / mo | Full write control | Multi-brand |
| Client portal | Owner preview | Live | Live | Multi-brand |
| Paywise collection | Overdue-value preview | 3 claims / mo | Unlimited | Unlimited |
| API & agent tokens | 1 read-only token | 1 rate-limited token | Unlimited | Unlimited |
| Support | Priority email | Priority + onboarding | Dedicated contact + SLA | |
Usage-based calling, recording, transcription and phone numbers are billed separately by consumption.
moreflow is an all-in-one platform that combines CRM, scheduling, e-signatures, and payments into a single, automated workflow. It replaces multiple disconnected tools to save you time and money.
Yes! moreflow is designed to handle the entire customer lifecycle—from lead capture and scheduling to contracts and payments—so you can cancel subscriptions for standalone tools like Calendly, DocuSign, or Typeform.
Absolutely. Ease of use is our top priority. You don't need to be a tech expert to set up automations or manage your sales pipeline. Everything is designed to be intuitive.
Core customer data is hosted in Germany: application services run on Hetzner infrastructure and the primary PlanetScale database is located in Frankfurt. Connections are encrypted in transit, and our subprocessors are listed transparently.
Yes, we offer a free 14-day trial with full access to your chosen plan. You can explore the platform, set up your first workflow, and experience the value yourself, with no obligation.
Yes. You can split a program into installments at checkout, and moreflow tracks every instalment against the client. If one fails, automated dunning starts on its own — and if that doesn't work, you hand the case to debt collection with one click from the same dashboard. No spreadsheet, no awkward reminder emails you write yourself.
Yes. Every plan is multi-user (3 on Base, 5 on Pro, 10 on Max), so setters and closers work in the same pipeline. Live sync means a setter's note is on the closer's screen without a refresh, leads can be assigned to a specific rep, and Pro and Max include the power dialer for high-volume calling.
Yes. WhatsApp is built in — you send and receive messages from the contact record, and the whole thread stays on the lead alongside calls, emails and notes. You can also trigger WhatsApp messages from automations, so a new application gets a reply in seconds instead of hours.
Not hard. We have direct importers for Monday, Pipedrive, Close and HubSpot, plus CSV for everything else, so your contacts and deals come over with their history. Most coaches are running in an afternoon — and the 14-day free trial is long enough to import, rebuild your pipeline and decide before you pay anything.