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Quick Summary
FLG 360 CRM provides easy to use and powerful sales lead management features along with features that help you to keep track of your customer & partner relationships.
Accept & Manage Leads
- Capture leads from web forms, bulk upload or even by text message! Supports iFrame, form post or XML API 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 or group.
- Create reports on lead progress, user productivity, cost, revenue and more.
- 'Plug in' framework to add extra functionality.
Accept Leads from Introducers
- Partner portal to refer leads, see reports & view statements.
- Receive leads from partners by iFrame, form post, XML API or by importing leads in bulk.
- Integration with popular lead providers.
- 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.
Refer & Sell Leads
- Partner portal 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 internet delivery based on day/time and other rules. Confirm the lead by email and text message to the partner.
- Handle returns based on your own refund policy.
- 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.
Convert Leads & Manage Customers
- Automate follow-up with a single click! Instantly schedule sequences of re-contact reminders, personalised emails, letters and text messages.
- Trigger actions on events, for example send an email and assign to another user when the lead converts.
- Send emails & text messages from templates, instantly populated with the customer's details. Attach documents to emails easily.
- Send letters from templates. The mail queue means letters can be printed off and mailed centrally.
- Receive reply 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.
Integrated Marketing
- Send bulk marketing messages through email, text message or letter.
- Drip sending of multi-channel marketing messages over time.
- Track email results including bounces, opens, clicks, replies and unsubscribes.
- Email & text message replies are automatically allocated to leads ready for follow up.
- Spam feedback tells you how many of your email recipients are reporting your email as spam.
- High delivery rates through our relationships with major email providers, email best practices and high grade text messaging routes.
Security & Customisation
- Cloud hosted (software as a service), perfect for businesses with multiple sites, homeworkers or field sales.
- Fully rebrandable for deployment to your business partners as your own service.
- Run from your domain such as 'admin.example.com'.
- High availability through our fault tolerant design and replicated infrastructure across 2 UK datacentres.
- Full backups taken regularly and securely stored offsite.