Yes. Capture prospects through websites, landing pages, forms, advertising and other sources, then automatically nurture them with email, text, appointment scheduling and sales follow-up.
Can PipeFlow360 help us generate and nurture new leads?
Can prospects schedule consultations online?
Yes. Create calendars that allow prospects to book consultations based on your availability, with automatic confirmations and reminders.
Can I track prospects through different stages of the sales process?
Yes. Build customized pipelines around your process, such as New Lead, Contacted, Consultation Scheduled, Documents Requested, Proposal Sent and Closed.
Can PipeFlow360 automate client follow-up?
Yes. Workflows can automate reminders, appointment communications, lead nurturing and other routine communications based on customer actions or pipeline stages.
Can different types of prospects receive different communications?
Yes. Use tags, lists, custom fields, pipeline stages and other criteria to segment contacts and create more relevant communication for different services or audiences.
Can PipeFlow360 help us collect reviews?
Yes. Automated review campaigns can request feedback following appropriate customer interactions and help your team manage online reputation from one place.
Can our team manage calls, texts and emails from one place?
Yes. PipeFlow360’s unified conversation tools bring multiple communication channels together so your team has better visibility into ongoing customer and prospect conversations.
Can PipeFlow360 replace our industry-specific financial software?
PipeFlow360 is primarily designed to complement your existing systems by centralizing marketing, CRM, lead management, communication and automation. Whether specific systems can be replaced depends on your business requirements and regulatory obligations.