Your EstateFlow operating system for customers, revenue and support.
A polished CRM command centre for customer records, PayFast revenue, invoices, queued emails, professional reviews, support work and operational analytics.
Revenue pulse
PayFast + manual invoicesPlan mix
Customers needing attention
| Customer | Plan | Risk | Last seen |
|---|
Operations queue
Customer database
Search people, plans, estate counts, payment status and operational notes.
| Customer | Role | Plan | Estates | Subscription | Revenue | Actions |
|---|
Payments
PayFast events, manual payments and reconciliation records.
| Date | User | Provider | Type | Status | Amount |
|---|
Invoices
Create, generate PDF, mark paid and queue email notices.
| Invoice | Customer | Status | Due | Total | Actions |
|---|
Subscriptions
| Customer | Plan | Cycle | Status | Renewal | Amount |
|---|
Email queue
Email provider integration can pick up these records. Until then, use the generated template or mailto.
| Created | To | Subject | Status | Related |
|---|
Support tickets
| Ticket | User | Estate | Status | Update |
|---|
Advisor / human review requests
| Request | Estate | User | Status | Update |
|---|
Role mix
Estate operations
Latest audit activity
| When | User | Action | Entity | Description |
|---|
Drag-and-drop Plan Builder
Decide which EstateFlow features belong in Basic Estate, Legacy, Family and Professional. Family estates stay available only in the Family/Professional tiers.
Recommended tiering
Basic should sell clarity and one annual snapshot. Legacy should unlock full individual estate planning, documents and scenarios. Family should unlock multiple family member estate profiles and shared coordination. Professional should unlock CRM, client reviews, task records and operational reporting.