Workflow before feature count
A feature matters only when it supports the people, approvals, and next actions that move a real job forward.
About LeadFlow
Built from the work between the sale and the installation.
LeadFlow was founded by Jon Bratton and developed by JMB Business Solutions after hands-on work exposed a recurring problem: home improvement companies were asking people to move the same job through disconnected systems, spreadsheets, inboxes, and paper.
JB
Jon Bratton
Founder, LeadFlow · Owner, JMB Business Solutions
Jon’s role is not limited to selling software. He works directly with businesses to understand their stages, responsibilities, documents, payment milestones, and operational handoffs—then configures LeadFlow around the workflow people actually use.
Why it exists
A connected system instead of another isolated tool
LeadFlow followed months of planning, building, testing, and correcting real operational edge cases. The goal was not to add one more login. The goal was to keep the same customer and job connected from first inquiry through final payment and profitability.
Configuration before compromise
LeadFlow is implemented around each company’s process rather than forcing every company into one rigid sequence.
Ownership without abandonment
Customers own their business data. JMB handles migration, setup, and training so the team does not receive an empty system and a manual.
What LeadFlow connects
The job is the center of the system
Prospects, appointments, estimates, signatures, invoices, payments, service locations, material orders, production stages, receipts, and reporting stay connected to the work they describe.
→First call → scheduled opportunity
→Estimate → accepted contract
→Sale → production handoff
→Receipt → site-specific expense
→Completed work → final balance and reporting
See the workflow before scheduling a call.
The public tour uses safe sample data and requires no account.
Explore the interactive tour