Leads

Streamline your
lead management
process.

Simplify your lead management workflow with tools designed to organize, track, and nurture leads effortlessly. Focus on building strong customer relationships while optimizing your sales pipeline.

Insights that empower your merchants

Visualize and manage opportunities with kanban.

The kanban view organizes opportunities by stage, allowing you to easily drag and drop them across your pipeline. Each card displays key details, and stages summarize expected revenue, giving you a clear and actionable overview of your sales process.

Order issues

Leads overview.

Effortlessly capture and assign leads to your sales team in real-time. Manage leads, sales pipelines, follow-ups, and reminders seamlessly to keep your team organized and boost conversion rates.

Orders

Orders

Access the full picture for each lead.

Without personalized follow-ups, even top leads can lose interest. CRMFlo’s lead management software integrates all touch-points across marketing, sales, and service, enabling efficient, customized follow-ups that keep your leads engaged and conversions high.

Organized
opportunity
tracking.

View opportunities in a structured list with all key details at your fingertips. Each stage offers a clear summary of your projected revenues, ensuring you stay informed and focused on your sales goals.

Orders

We'd love to
hear from you!

Request a free consultation and talk more about
how SwagFlo can help your company.

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