Beta V3: LeadFlow, complete
The third beta version reworks every screen, from search to statistics. Nothing you pay for gets lost any more, and what you do every day is faster.
A search is never lost
Close the tab during a search: it carries on on our servers and waits for you when you come back, on any device. You can also cancel it: nothing is added and no credit is used. An owner's email found after you leave is still saved, and the same number never enters your pipeline twice.
Your message templates
Create your own email and text templates, share them with your team and fill them with variables: owner's first name, company, city, your signature… Four starter templates are included, and every message you prepare is logged in the lead's history.
Accurate statistics
Pick your period and compare it with the previous one: calls per day, call outcomes, reminders kept or overdue, leads added by source, a funnel from contacted to signed, per team member. Dashboard and statistics figures come from the same calculation, on Paris time.
A pipeline that keeps up, even at 20,000 leads
Search, filters and sorting done by the server, Kanban in batches of 50 with multi-select, saved views, Excel or CSV export of the current view with every column. In the call queue, a note is never lost if saving fails.
Move a reminder
Drag a reminder to another day or time, or use Move on your phone: your Google or Outlook calendar follows. Pick a reminder's lead by typing its name, city or number.
Repeating searches, alerts at your pace
Pro and EnterpriseSchedule a search once, every weekday, every week or every month. Set each alert: daily or weekly, from 5 to 50 leads. The new-company watch now reads every new company, and a Monday email sums them up.
A map for your whole pipeline
Pro and EnterprisePins group together and the map stays smooth with thousands of leads. Imported leads are placed from their address, filters choose what is shown, and your routes are saved with the stops already done.
Your reminders on your phone
Turn on notifications in Settings → Notifications: each reminder rings on your phone on time. On iPhone, first add LeadFlow to your home screen. With no network, the app tells you so instead of showing an error page.
Your account, better protected
Backup codes for two-factor authentication if you lose your phone, a password that only changes with the old one, and a button to sign out other devices. In teams, a manager role, and handing the team over to another member.