Yes. Leads from your website, forms, calls, ads, chat and other sources can enter automated workflows immediately, allowing you to respond by text or email and alert your team while the prospect is still interested.
Can PipeFlow360 help us respond to new leads faster?
What happens when we miss a phone call?
PipeFlow360 can automatically send a text message to the caller and start a conversation, helping you capture opportunities even when your team is on a job or unable to answer the phone.
Can customers schedule appointments online?
Yes. You can create online calendars that allow customers to request or book appointments based on your availability, with automated confirmations and reminders.
Can I send estimates and invoices?
Yes. PipeFlow360 includes tools for estimates, invoices, payment links and online payments, helping you move customers from inquiry to payment more efficiently.
Can PipeFlow360 automate follow-up on estimates that haven’t closed?
Yes. Automated workflows can follow up with prospects after an estimate, remind your team to make contact and continue nurturing opportunities until they book, decline or require additional attention.
Can it help us get more Google reviews?
Yes. Review requests can automatically be sent after a completed service, helping your business consistently generate new customer feedback without relying on employees to remember every time.
Can I track leads through our sales process?
Yes. Custom pipelines let you organize opportunities by stages such as New Lead, Appointment Scheduled, Estimate Sent, Approved, Job Scheduled and Completed, or create stages that match your own process.
Does my team have to be in the office to use it?
No. PipeFlow360 can be accessed online and through its mobile app, allowing your team to manage leads, conversations, appointments and customer activity while they’re in the field.