LeadFlow brings leads, appointments, estimates, signatures, payments, materials, and production into one connected workflow. Less administrative work for owners and sales reps, with everyone working from the same job.
Public sample workflow · no login required · no real customer data.
Only five companies will receive the founding setup waiver. Your monthly subscription still applies; the waived setup covers the agreed implementation work.
A spot is secured when the agreement is signed and the first monthly subscription payment is received. A demo or trial does not hold a spot.
Book a personalized demoLeadFlow keeps the office, sales team, and production crew aligned from the first call through the completed job.
Choose the job, supplier, and materials. LeadFlow emails the order automatically and keeps it connected to the job.
Track leads, appointments, estimates, team activity, production, and marketing performance without rebuilding reports by hand.
When a sale is recorded, the production job is created automatically. Nobody has to re-enter the same customer and job details.
Track job status and completed milestones at a glance, then share the production board on a screen so the whole team stays aligned.
See who to call next, book appointments, and track no-shows. The owner, office, and reps stay aligned without duplicate updates.
Measure, materials, install. Same system — the quote they signed is the job you run.
Stories and practical guides
How operational handoff problems became a connected CRM built and tested against a real home improvement workflow.
Read more →📚A practical explanation of how one job should move from first inquiry through production without restarting at every department.
Read more →👤Why founder-led implementation, workflow customization, migration, and team training are part of the product.
Read more →We'll show how your team can manage leads, estimates, payments, materials, and production without duplicate work.
Book a workflow demo