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.
A focused walkthrough of how LeadFlow keeps your team aligned from the first call through the final payment.
LeadFlow 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.
We'll show how your team can manage leads, estimates, payments, materials, and production without duplicate work.
Book a workflow demo