AI Buyer Insights:

Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

Michelin, an e2open customer evaluated Oracle Transportation Management

Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

Michelin, an e2open customer evaluated Oracle Transportation Management

Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

List of Clientflow CRM Customers

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Logo Customer Industry Empl. Revenue Country Vendor Application Category When SI Insight Insight Source
Credit Legal Pro South Africa Banking and Financial Services 50 $2M South Africa Clientflow Clientflow CRM Customer Support 2020 n/a In 2020, Credit Legal Pro South Africa implemented Clientflow CRM, a Customer Support application, to support its credit-repair and debt-resolution business across South Africa. The deployment focused on consolidating client records and centralizing case handling for collections and legal client services within the organization. Clientflow CRM was configured to provide call-recording automation, payment and collections functionality, automated SMS and email workflows, and document workflow management, aligning with the vendor feature set for credit-repair operations. The implementation unified client profiles, intake forms, case status tracking and communication logs to speed case handling and onboarding. Operational scope covered collections, client services and case management functions, enabling staff to access consolidated records and recorded interactions during resolution workflows. The vendor reported faster onboarding and the ability to assist more clients within a month after deployment.
Santermedia United Kingdom Media 10 $1M United Kingdom Clientflow Clientflow CRM Customer Support 2023 n/a In 2023 Santermedia United Kingdom implemented Clientflow CRM, deploying the application as a Customer Support solution to improve lead engagement and enable chatbot-driven conversations. The rollout concentrated on the companys UK operations and small team environment, aligning CRM workflows with conversational automation to reduce manual lead handling. Clientflow delivered AI and automation integrations, embedding AI chatbots into Clientflow CRM and configuring workflow automations to capture leads, log interactions, and trigger follow-up tasks. The implementation combined conversational AI modules with CRM workflow orchestration and routing capabilities, delivered as a hosted service to minimize local infrastructure requirements. Operational coverage emphasized lead management, customer conversations, and responsiveness in the UK region, and governance changed to shift manual handoffs into automated chatbot flows and workflow triggers. The vendor testimonial states the deployment replaced a high-cost role and increased lead volume and quality while reducing manual work and improving responsiveness.
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