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CConsultFlow
Features

Every feature has one goal: turn interest into revenue.

ConsultFlow supports the expensive buying decision from the first click to the won project — closing exactly the gaps where you're losing revenue today.

1,000
clicks on the CTA
180
structured requests
64
booked consultations
Revenue
won projects

Illustrative order of magnitude — your numbers will vary by product and flow.

The revenue lever

For expensive products, it's not traffic that decides — it's what happens after.

A generic Add to Cart button and a contact form lose exactly the leads worth the most. ConsultFlow catches them.

Without ConsultFlow

lost leads

With ConsultFlow

$ revenue

01 · Quote Flows

Qualify before you spend time.

Your team only talks to leads who are ready to buy — instead of losing time to vague inquiries.

Build a dedicated flow per product with exactly the questions that matter for a quote: dimensions, variants, project type, budget. Every request is pre-qualified from the start.

Custom fields per product & collection
Multi-step flows, reusable across products

02 · Smart CTA & Routing

Every customer lands on the right path.

No drop-off at an anonymous button — more flows started, more requests.

Assign flows per product, collection, or storefront entry point. ConsultFlow replaces or complements your existing CTA — no theme code required.

Rules per product / collection / entry point
Replaces or complements "Add to Cart"
Louvered PergolaPergola Flow
Modular SofaInterior Flow
Facade CladdingB2B Flow

03 · Structured Inbox

Every request arrives with the context your team needs.

Prioritize instantly instead of chasing details — nothing falls through the cracks.

Product, dimensions, budget, and timeline land structured in one central inbox — with status and timeline from "New" to "Booked".

Status: New · In review · Responded · Booked
Full timeline per request

04 · Auto & Manual Responses

Respond in seconds — or personally, when it counts.

Fast responses measurably lift your close rate. Automate the simple, focus on what's valuable.

Set AUTO or MANUAL per flow and work with templates full of placeholders — including brochures, guides, and PDFs as attachments.

Placeholders for name, product, dimensions …
Attachments: brochures, guides, PDFs
AUTO
RequestResponse sent
MANUAL
ReviewSend

RESPONSE TEMPLATE

Subject: Your pergola quote for [first name]

Hi [first name], thanks for your interest in [product]. Based on your dimensions ([width] × [depth]), here is your quote …
pergola-brochure.pdf

05 · Consultation Booking

Interest becomes a fixed appointment.

A booked consultation is the strongest buying signal — this is where your revenue is made.

Qualified requests book a consultation directly — with availability, duration, and buffer rules, so only the right slots are ever offered.

Availability, duration & buffer rules
Multiple consultation types

Book a consultation

Qualified
Slot
3Confirmed
Tue
10:00
Thu
2:00 PM
Fri
9:30
Mon
11:00

06 · Google Calendar Sync

Appointments in sync — no double-booking.

Bookings only happen when your team actually has time. Less friction, more kept appointments.

ConsultFlow reads free/busy from your team's Google Calendar, creates events automatically, and keeps everything in sync — including retry & reconciliation.

Free/busy · event creation · sync
Enterprise: multiple calendars & teams
Google CalendarIn sync
Mon
Tue
Wed
Thu
Fri

07 · Analytics

See where revenue is made — and where it drops off.

Spot drop-offs per step and optimize exactly the points that are costing you projects.

From CTA clicks through flow starts and requests to bookings and won projects — including conversion per flow and per product.

Drop-offs per step
Conversion per flow & per product
CTA Clicks
Flow Starts
Requests
Bookings
Won

08 · API & Webhooks

Your data flows into every system.

No manual copying, no data silos — requests and bookings land automatically where your team works.

Via API and webhooks, ConsultFlow feeds every request, every booking, and every contact directly into your CRM, ERP, or your own workflows — in real time.

Webhooks for every event (request, booking …)
Public API & data export (Enterprise)
ConsultFlow

Requests · Bookings · Contacts

CRM
ERP
Webhook
POST /webhooks/quote.created → 200 OK

Do the math

What a few extra bookings a month are worth.

For expensive products, every won lead pays off fast. Move the sliders and see the effect.

Avg. order value$3,500
Extra bookings / month8
Close rate30%

Extra revenue / month

$8,400

$100,800

per year

2.4

won projects / month

Illustrative calculation — not a substitute for a real forecast.

With vs. without ConsultFlow.

Without ConsultFlow

Vague inquiries with no dimensions or context
Scattered across calls, email, and forms
Slow response → the lead drops off
No booking, no visibility, no reporting

With ConsultFlow

Pre-qualified requests with every detail
Everything centralized in the inbox & dashboard
Response in seconds — AUTO or personal
Booked consultations, calendar sync & analytics

Fits your stack

ShopifyGmail / SMTPGoogle CalendarWebhooksPublic API

"Since ConsultFlow, every inquiry arrives with dimensions and budget — we book more consultations and are visibly winning more projects."

+38%
booked consultations
Lena Faßbender · Founder, Atelier M

See how much revenue is in your inquiries.

14-day Growth Trial — full feature set, no risk. Ready to go in under 10 minutes.