Convert Leads & Manage Customers

Task Stream

The central focus for every user is a single, complete view of outstanding tasks, emails and text messages.

Tasks are shown in red, amber or green depending on when they are due.

Send emails & text messages from templates, instantly populated with the customer's details, in just a couple of clicks.

Even better, when a customer replies to an email or texts back, the reply appears instantly on your screen.

Create templates for emails, text messages and letters.

Include HTML, images and attachments. Use placeholder values to insert a wide range of information from the lead.

FLG 360 takes care of the things you do often, such as thanking a customer for their enquiry and telling them who'll be handling it.

Need to assign a lead to a different team when it hits a certain stage? Automate it - even update the customer with a text message!

FLG 360's marketing & workflow automation rules are know as 'Bots'.

Bots can automate tasks and actions over the course of time. Send emails, text messages and letters, change status, re-assign leads and more.

Achieve high level automation of workflows and processes through an easy to use, none technical interface.

Create conditional actions, and even chain workflows together to 'fork' into another workflow based on conditions.

Create tasks and events for other users and be alerted if the task clashes with other tasks or events.

See user availability on a calendar view so events can be booked efficiently by co-workers.

See recent activity of the whole team or individual users in a timeline.

Monitor workloads in real time and redistribute tasks to other users or teams where necessary.

Reduce time spent by users printing, collating, folding and franking letters and information packs.

Letters can be spooled to a central mail queue which is printed and handled centrally by an administrator.

Even though email replies are automatically handled, sometimes email is sent directly to a user's email address.

FLG 360's dropbox support means these emails can be bcc'd straight into the related lead.