Requests land in one place.
Keep customer contact information, requested services, and project details together instead of hunting through messages.
New quote requests arrive. LeadFlow sorts the details, keeps them organized, and prepares the next response — so your team can focus on the work.
Submit a sample request, then see how it appears in the owner workspace. Everything here uses fictional data and runs in your browser.
| Customer | Service | Category | Status |
|---|
Select a lead to see its details and prepared responses.
| Customer | Service | Category | Status |
|---|
Customer details are captured.
The request is assigned a service category.
Customer and owner messages are created.
The steps are simulated here. The production workflow is built separately in Make.
Watch the demonstration, then explore the interactive sample workspace above.
No new complicated process for your team. Just cleaner information and a head start on responding.
Keep customer contact information, requested services, and project details together instead of hunting through messages.
LeadFlow assigns a category to each request so it's easier to understand the work and decide what needs attention.
Customer acknowledgments and owner summaries are drafted for review, helping you move from inquiry to action.
LeadFlow is a customizable lead-management workflow concept for service businesses. Explore the demo to see the experience.