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Capturing leads isn’t a one-size-fits-all process. Each business has its own way of collecting information, and often you need much more than just a name and email. Take an insurance quote, for instance - you may need to gather everything from personal details to policy preferences to make sure your team can respond quickly and efficiently.
That’s where Journeys comes in – the smart, flexible way to build custom forms that help you collect the data you need, in exactly the way you want. It’s all about saving time, keeping things simple, and building trust through a seamless experience that feels personal from the very first interaction.
Turning data into direction
The beauty of good reporting is that it tells you what’s really working. Which campaigns generate the most qualified leads? Which sales activities deliver the best ROI? Where are leads getting stuck in the process?
With the right insights, you can optimise your resources, fine-tune communication, and focus your efforts where they’ll have the biggest impact. The result? More conversions, more momentum, and more confidence in every decision.
But understanding what you want to measure is only half the battle. The real challenge often lies in how you can measure it. Many systems limit you to a set list of predefined reports – useful to a point, but rarely enough for the specifics of your business. Every organisation is different, and the metrics that matter to one team might be irrelevant to another.
That’s why flexibility matters.
Designed Around You (and Your Leads)
Journeys allows you to create custom forms – or as we like to call them, customer journeys – that guide each lead through a tailored experience from first contact. Whether you need to gather detailed discovery-style data, run through eligibility questions, or just keep things simple, Journeys lets you design the perfect form for the job.
And the best part? You don’t need to touch a single line of code.
Just drag, drop, and build. With an intuitive, user-friendly interface, anyone can create a Journey in seconds. Choose from a range of formatting options – like tables, date and time fields, drop-down menus, radio buttons, and checkboxes – and design something that fits your process perfectly.
A Journey That Feels Personal
The way you collect information matters. A clear, easy-to-use form helps your leads feel confident and engaged, while giving your team exactly what they need to take the next step. Create individual experiences for different lead groups, so your mortgage applicants, insurance customers, and charity donors all see forms tailored to their needs.
Each Journey can be accessed directly from a lead summary in FLG CRM, so your team has instant visibility and complete control over the information collected. And once it’s submitted, the data automatically saves against the lead record – no copying, no rekeying, no lost information. You can even send Journeys to customers by email or SMS, so they can complete them in their own time.
Built-In Flexibility (and Automation)
Journeys doesn’t just make data collection easier – it makes your whole process smoother. You can integrate them into your existing workflows and lead actions, so forms automatically appear when they’re needed. That means less admin and more time focusing on your customers.
Need to keep track of compliance and audit data? No problem. All submissions and activity are captured in the general FLG CRM audit log, making it easy to retrieve, review, or export records whenever you need them. You can even export your Journey submissions to PDF – ideal for saving or sharing outside the system.
And because Journeys connects seamlessly with your communication tools, you can merge the information you capture straight into templates for emails, SMS messages, or letters. It’s a small detail that can make a big difference when it comes to delivering a personalised, professional service.
Your Data, Your Way
From mortgage and loan applications to insurance quotes, expenditure assessments, or even moving-house checklists – Journeys gives you complete flexibility over how you collect and use information. Every interaction becomes part of a smooth, consistent customer experience that builds trust right from the start.
Ready to Start Your Journey?
If you’re not already using Journeys, now’s the time to get on board. It’s simple, powerful, and designed to make your lead management more personal and efficient.
Get in touch with our team today to find out how to start building customer journeys that work for you – because this is one journey you don’t want to miss.