AI Studio
Bring your own keys (Grok, OpenAI, Anthropic, Groq). AI quote builder, dispatch optimizer, insight jobs, lead scoring, churn prediction, and voice-note workflows.
AI-native · Multitenant · Open platform
CircuitFlow.cloud unifies CRM, projects, finance, field service, and visual automation — with bring-your-own AI keys, tenant-isolated data, and a modern stack built for contractors.
From first lead to final invoice — with AI assist at every step.
Bring your own keys (Grok, OpenAI, Anthropic, Groq). AI quote builder, dispatch optimizer, insight jobs, lead scoring, churn prediction, and voice-note workflows.
Customers, contacts, leads, opportunities, activities, and pipeline tracking — built for integrator sales cycles.
Tasks, members, time entries, RFIs, change orders, progress billing, retainage, and job-cost dashboards.
Quotes, contracts, invoices, recurring billing, payments, vendor bills, tax profiles, multi-currency, and optional double-entry GL.
Properties, equipment, work orders, dispatch board with fleet snapshots (Samsara / Geotab), technician PWA, GPS check-in, and photo capture.
Drag-and-drop workflow builder — approvals, conditions, AI nodes, webhooks, delays. Change orders trigger automated approval paths.
Branded portal for quote accept/decline, invoice pay (Stripe Connect), work-order visibility, and magic-link login.
Suppliers, materials, purchase orders, stock adjustments, low-stock alerts, and pricebook with margin tracking.
QuickBooks & Xero OAuth, Stripe billing, Twilio SMS, SAML SSO, REST API v1 with API keys, outbound webhooks, and OpenAPI docs.
Multi-location dispatch, custom report builder, email campaigns, landing-page lead capture, franchise dashboard, and BI JSONL export.
Database-per-tenant isolation, RBAC, audit logging, white-label branding, integration marketplace, and Capacitor-ready mobile field app.
Recurring agreements with scheduled invoice and work-order generation — keep maintenance revenue on autopilot.
Provision a tenant in minutes. Trial includes demo data and AI Studio setup.