Run Your Entire Business From One Dashboard
Beyond bookings and payments, IntentFlow gives you a full operational command center: CRM and contact management, a **dedicated Staff Portal for employees**, Kanban task boards, an internal wiki with version history, and a secure admin panel — all in one place.
CRM & Contacts
2,840 contacts
47 new this week
Staff Management
14 active staff
6 on duty today
Task Board
38 open tasks
12 due this week
Internal Wiki
156 pages
8 updated recently
Analytics
$24,890
Revenue this month
Data Resources
5 collections
Custom data schemas
Every Operational Module, Fully Integrated
No more switching between five different apps. Every tool your team needs lives inside IntentFlow, sharing the same data and working together.
CRM & Contacts
Maintain a rich contact database with activity history, notes, documents, tags, and linked services. Full relationship management without a separate CRM subscription.
Staff Management
Manage staff profiles, roles, availability schedules, and weekly capacity. Track performance through activity reports, ratings, and task completion metrics.
Kanban Task Board
A full task management system with Kanban views, priority levels, due dates, comments, and file attachments. Assign tasks to staff with automatic notifications.
Internal Wiki & Knowledge Base
A structured internal wiki with categories, rich text editing, version history, comment threads, and page diffing. Keep your team's knowledge organized and searchable.
Analytics Dashboard
20+ pre-built analytics views covering revenue trends, booking funnels, staff performance, workflow success rates, resource utilization, and contact activity.
Custom Data Resources
Build dynamic data collections with custom schemas - text, numbers, dates, file uploads, references to contacts, staff, or tasks. Your database, your structure.
Admin Panel & Controls
Secure administrative interface for managing accounts, feature flags, and billing. Strictly separated from staff areas to ensure data privacy and operational security.
Dedicated Staff Portal
A separate, restricted interface for employees. Staff can manage their own tasks, bookings, and Wiki access without seeing sensitive business intelligence or admin settings.
Replace Five Tools With One
CRM, task management, staff scheduling, wiki, and analytics - all in a single platform that shares data, reduces friction, and keeps your team aligned.