AI for service operations
You run the business. Not the busywork.
Let CoreFlow GT organize leads, proposals, projects, invoices, payments, renewals, approvals, and client updates before they become backlog.
Get startedToday
$84,290
ERA matched
98%
Deposits tied
42
Exceptions queued
6
Next review
Three approvals need review before invoices are sent.
AI for client operations
Answers your questions
Ask about a lead, proposal, project, invoice, payment, renewal, or client update. CoreFlow GT keeps the context connected.
Keeps work moving
Turn approved proposals into projects, route approvals, notify clients, and keep renewals from slipping.
Handles the paperwork
Create invoices, record payments, track expenses, manage vendors, monitor subscriptions, and keep reports ready.
98%
of routine client-workflow updates stay connected
The more your team runs through CoreFlow GT, the fewer manual handoffs it needs
How CoreFlow GT works
01
Captures and qualifies leads
CoreFlow GT keeps every record connected, then asks for review only when the work needs operator judgment.
02
Converts proposals into projects
CoreFlow GT keeps every record connected, then asks for review only when the work needs operator judgment.
03
Invoices, collects, and renews
CoreFlow GT keeps every record connected, then asks for review only when the work needs operator judgment.
Questions, answered.
What can CoreFlow GT help me with?
CoreFlow GT gives your team one workspace for leads, proposals, projects, invoices, payments, renewals, approvals, client updates, and finance tracking.
How do I get started?
CoreFlow GT gives your team one workspace for leads, proposals, projects, invoices, payments, renewals, approvals, client updates, and finance tracking.
Do I need to change my existing systems?
CoreFlow GT gives your team one workspace for leads, proposals, projects, invoices, payments, renewals, approvals, client updates, and finance tracking.
How does CoreFlow GT handle review?
CoreFlow GT gives your team one workspace for leads, proposals, projects, invoices, payments, renewals, approvals, client updates, and finance tracking.
Is my data secure?
CoreFlow GT gives your team one workspace for leads, proposals, projects, invoices, payments, renewals, approvals, client updates, and finance tracking.