A fully customized go-to-market suite — no admin required

Agents, not admins.
We supply both.

The software

One suite that runs all six teams.

+
The admin seat

Our people and AI, customizing it the same day you ask.

Service as a Software · ⚿ Patent pending · Live in days, not months.

Your admin seat held by us

Tap a team — or the hub — to see what it runs

The whole go-to-market. Not another sales tool.

Keep your CRM as a data source, or retire it when you're ready. Either way, the sequencer, the contract review, the quoting tool, the reporting stack, and the admin who held them together become one system — six teams of agents, none on your payroll, all working from one shared record, so every team starts where the last one finished.

S

Sales

Calls logged, quotes built, follow-ups drafted, reps briefed before every conversation — so your reps sell.

M

Marketing

Outbound sequences, collateral, and real customer language fed back into campaigns — so the message matches the market.

L

Legal

Every contract read against your playbook, risk flagged by severity, signed natively — so deals close in days.

F

Finance

Quotes become orders become invoices, booked tracked against billed — so the month closes on time.

A

Analytics

Reports on request, the leadership brief on schedule, forecasts from captured activity — so leaders decide, not chase.

C

Customers

Renewals flagged early, expansion spotted, every business review prepped — so customers stay and grow.

Our people set the rules. Our agents never stop.

Our people

  • Move your data in and set your standards during onboarding
  • Shape every customization request into the right change
  • Review anything that touches billing logic or deletes data

Our AI agents

  • Log, build, read, draft, and report — end to end, around the clock
  • Validate every change against your real data before it ships
  • Stage it behind an approval gate, with instant rollback

"Add a permit stage, and flag any deal stuck in it past ten days." Asked at nine. Live before lunch.

Born in industrial B2B. Built for anyone with a pipeline.

B2B

Committees, multi-line quotes, contracts with teeth. Born in industrial and manufacturing.

B2C

The same wheel at volume — intake, follow-up, fulfillment, repeat purchase.

Non-profit

Donors are a pipeline too: outreach, stewardship, receipts, board reporting.

Results

Measured by a live customer.

"It has made managing our day to day so much easier."

VP of Sales — a mid-market industrial company, live in production

+50%selling time recovered
−95%data errors

The two figures are the customer's own measurement of one deployment.

A tenth of one hire. Staffed like six departments.

A ten-seat team typically pays nine vendors and an administrator to keep its go-to-market standing. With us, the admin seat is ours to fill — the stack, the salary, and every customization, done for you.

Nine go-to-market tools, list price$10,900 /mo
The administrator who runs them$9,600 /mo
Click and Flow, same ten seats$1,000 /mo
You keep the difference — about $234K a year, customization included$19,500 /mo back

Seat pricing shown — $100 per seat per month, ten seats illustrated, plus a one-time managed setup. Integrations quoted once at setup. Tool and salary lines are list-price estimates; the admin line is one systems administrator at $115K fully loaded.

About us

We were the people who hired the admin roles.

Click and Flow was founded by operators who spent careers running go-to-market systems at scale — and hiring the people it took to keep them standing. We know what it costs when your systems create drag instead of leverage. This suite is our answer: a go-to-market stack that works for your team, not the other way around.

⚿ PATENT PENDING
James Allis
James Allis
Co-Founder & CEO

Twenty years of go-to-market systems and RevOps leadership in 1,000+ person organizations. Owned $100M+ of revenue workflow and global go-to-market — and wrote the job descriptions this product makes unnecessary.

Digital Turbine · Clover Health · Fyber

Aaron McCullough
Aaron McCullough
Co-Founder & Advisor

CPO/CTO at a NASDAQ-listed company — a 200-person organization and a $400M P&L. Built enterprise data infrastructure at global scale. Owns architecture and agent design.

Uber · Walmart · Fanatics · toU

Get in touch

Let's talk revenue.

Whether you're interested in the suite, exploring how we can help your team, or learning about our raise — we'd love to hear from you.