Can LeadFlow follow our existing sales process?
Yes. LeadFlow is implemented around each company’s stages, approvals, responsibilities, and handoffs rather than forcing every business into one generic pipeline.
← Public tour overview
📞 Step 1 of 5
Move every new inquiry toward the next real action
See how LeadFlow keeps prospect details, call notes, assignments, appointments, and follow-up status connected in one home-improvement sales workflow.
What does this LeadFlow feature do?
LeadFlow gives the office and sales team one shared prospect record. Calls, notes, appointments, service addresses, assignments, and pipeline status stay connected so the next person knows exactly what should happen.
Interactive sample · no login required
Prospect workflow
Morgan Lee · Roof replacement
Sample dataLeadFlow
Morgan Lee
18 Oak Ridge Drive · Referral
Phone
(518) 555-0148
Assigned rep
Alex Rivera
Product
Roofing
Next action
Schedule demo
Latest note: Customer wants architectural shingles and asked about financing options.
Move the opportunity
Try the controls above. Try the stage buttons. In a configured workspace, permissions and automation follow your company’s workflow.
What you can accomplish
Built around the same connected job record
- ✓Capture phone, web, referral, and imported prospects in one place
- ✓Keep call outcomes, notes, callbacks, and appointments together
- ✓Search by customer, company, property, unit, or service address
- ✓Adapt stages and responsibilities to the way your company actually sells
How it works
A clear path from action to outcome
- 1A new inquiry enters LeadFlow with its source and contact details.
- 2The office records the call outcome and schedules the appointment.
- 3The assigned rep opens the same record instead of rebuilding the customer file.
- 4Managers can see where the opportunity stands and what needs attention next.
Common questions
Answers about leads & appointments
Can one customer have multiple job addresses?
Yes. A customer or property-management account can keep a primary billing record while estimates, jobs, invoices, and expenses remain attached to the correct service location.
Continue the connected workflow