Keepflow is a project management platform for design freelancers and agencies alike. Client onboarding automation collects several pieces of data including basic client details, payment information, and specific design needs.
A dynamic, client-friendly questionnaire propagates relevant questions for your client. If the client is unsure of a question or answer, valuable ideas and examples are provided related to their previous responses. Based on several variables, questions will adapt following each response.
These features will be handled by our proprietary algorithm and will be organized in our feature-packed dashboard