Features Summary
FLG 360 CRM concentrates on providing easy to use yet powerful sales lead management features along with features that help you to keep track of your customer & partner relationships.
Take a look at our 'at a glance' feature list below, or see our full feature list for a closer look and pricing details.
Manage Leads
- Capture Leads from web forms, bulk upload or even by text message! Supports iFrame, XML API or HTTP integration. (Get customised code in 1 click!).
- Qualify & Categorise Leads based on the customer's details or postcode.
- Distribute to individual users or groups of users based on qualification of lead, or let users 'pick' leads.
- Track Progress by updating the lead's status and adding notes.
- Assign a lead to another user for further processing or fulfillment.
- Create Reports on lead progress, user productivity, cost, revenue and more.
- 'Plug In' Architecture to add extra functionality.
Accept Leads from Partners
- Direct Access for partners to refer leads, see reports & view statements.
- Receive Leads from partners by XML API, iFrame, HTTP Post or by importing leads in bulk.
- Pay Partners on acceptance of lead, on qualification, or when a sale is made.
- Generate Code for partners to add customisable forms to their websites.
Platform Flexibility
- Web-Based service, perfect for businesses with multiple sites, homeworkers or field sales.
- Fully Brandable for deployment to your business partners as your own service.
- Private Label versions available for resellers.
- Run From Your Domain such as 'manage.example.com'.
Convert Leads & Manage Customers
- Automate Follow-Up with a single click! Choose a bot to schedule re-contact reminders, personalised emails, letters and text messages.
- Send Emails & Text Messages from templates, instantly populated with the customer's details. Attach documents to emails easily. Send messages in bulk.
- Send Letters from templates. Spooling feature means letters can be printed off and mailed centrally.
- Receive Emails & Text Messages directly into the system automatically attached to the related lead.
- Set Tasks to yourself, other users or groups of users.
- View Tasks in order of priority. Red for overdue, amber for due soon and green for future tasks.
- Review Lead Activity in time order. See at a glance what was said, by whom and when.
Refer Leads to Partners
- Direct Access for partners to search referred leads, update a lead's progress, see reports & view statements.
- Online Sign Up allows new partners to select the types of leads they want to buy, target by postcode and add funds to their account.
- Bill Partners on acceptance of lead, on qualification, or when a sale is made.
- Deliver by Email, Hot-Key Transfer or XML based on day/time and other rules. Confirm the lead by email and text message to the partner.
- Multiple Delivery support. Refer a single lead to multiple partners.
- Pause By Text Message option lets your partners pause lead delivery whilst out of the office.
- Set Appointments for partners and confirm to the customer and partner(s) by email.
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