Calls & follow-ups
Log each call with its outcome and notes, and set the next follow-up date so nothing slips.
Read moreLead management
Lead management that keeps every enquiry moving
Enquiries reach a sales team from several directions at once: a phone call, a customer visit, a web form, a forwarded message. When each one lives in a different place, some of them quietly go cold.
BizFlowSuite keeps your leads and customers in one system, with each lead's source recorded, so you can always see what is open and where it came from.
What you get
One place for every lead
Leads and customers live in one system instead of scattered notes and chat threads.
Know where leads come from
Every lead carries a source, and the lead sources and lead report pages show which channels bring in enquiries.
Inbound leads kept separate
Enquiries from outside your team land in their own list so they can be reviewed.
How it works
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Capture the enquiry
Add the lead, or review it in inbound leads, with its source recorded.
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See where leads come from
Use the lead report and lead sources pages to see which channels work.
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Quote and close
Create a quotation when the customer is ready.
In more detail
Enquiries that arrive from outside your team are collected in a separate inbound leads list, where they can be reviewed. Each lead records its source, and the lead sources and lead report pages show where your enquiries come from.
When a lead shows real interest, you can create a quotation for the customer from the same system.
Leads, customers, quotes, inbound leads, lead sources and the lead report are all part of the Free plan. Call logging and the follow-ups tracker are part of the Growth and Enterprise plans.
Questions about lead management
Is lead management included on the Free plan?
Yes. Leads, customers, quotes, inbound leads, lead sources and the lead report are part of the Free plan, which includes 2 users and 25 quotes a month.
Can I log calls and track follow-ups?
Call logging and the follow-ups tracker are part of the Growth and Enterprise plans. They are not included on the Free plan.
Where do inbound leads come from?
Enquiries that arrive from outside your team are collected in a separate inbound leads list so they can be reviewed.
More from BizFlowSuite
Try it on the free plan
Two users and 25 quotes a month, no card needed. Upgrade when your team outgrows it.