What you get when you upgrade your FLG plan from Plus to XL

What do I get on the XL plan?

When you upgrade your FLG subscription from Plus to XL (our most popular plan), you benefit from:

A larger lead allowance and more monthly emails:

• 400,000 more leads across your account
• 200,000 more emails each month

Secure document uploads:

• Send an SMS or email template to your clients, containing a link that invites them to upload documents you need to collect from them
• Send templates manually, via a lead action or workflow, or in bulk
• A fully mobile-friendly feature, including camera and document upload support
• Offer your clients convenience – let them upload documents on the go, wherever they are
• Restricted to a range of safe file types
• Documents are automatically uploaded to lead records
• Avoids interception risks to keep clients’ data secure
• Less manual upload work, saving your team time
• Automate actions after receiving documents (a text to confirm safe receipt, assign a task to your users, etc.)

Learn more about secure document uploads

Journeys fact-find tool:

• Build online forms with our drag-and-drop tool – zero coding skills required
• Create guided call scripts that prompt users to collect essential data during fact-finds calls
• Collect information in as many different field types (including tables) or pages as necessary
• Use conditional logic to show or hide form sections based on previous responses
• Include in-page calculations and helper text
• Share completed journeys with customers to collect further details and e-signatures
• Create customer-facing journeys to be completed independently at their convenience

Learn more about Journeys

Appointments scheduling tool:

• Link FLG with your Microsoft or Google calendars with 2-way synchronisation
• Define your appointment types, user availability and required notice periods
• Invite customers to appointments or let them choose from available slots via our booking wizard
• Remind users about upcoming appointments on their dashboard, via email and/or SMS
• Send customer reminders & follow-ups based on the date and time of their appointment

Learn more about Appointments

Insights advanced reporting & analytics:

• Create custom reports with our point-and-click report building tool
• Extract data from all of your core and custom fields
• Capture leads from different sources and track where they come from
• Create reports for each stage of your sales process with funnel reports
• Format data the way you want it, including pivot tables, lists, and line, area, bar and pie charts
• Schedule & share reports automatically via email (e.g. at the end of the day, week, or month)

Learn more about Insights

Voice dialler & telephony functionality:

• Easily log all calls with our Aircall and CircleLoop telephony integrations
• Click-to-call from each lead record
• Automated call matching, notes & recordings

Learn more about Voice

2-way SMS functionality

• Enable SMS replies (this is an optional feature with a small additional charge)
• Automatically assign replies to the correct user
• View SMS replies in each lead’s timeline, keeping all interactions in one place
• A frictionless way to progress a lead if they prefer to text back and forth
• Engage with leads when they can’t speak on the phone (when at work or in a public place)

Learn more about FLG’s SMS functionality

And that’s not all

• Custom branding
• Unlimited brands
• Partner portals
• SMS short links

How much does XL cost?

The price of our XL plan is £137.50/month for 5 users, which equates to about £0.91p per user per day! That’s less than a daily cup of coffee each to access all of the powerful features listed above. No strings, no lengthy contract – you’re free to change or cancel your monthly rolling subscription whenever you like.

*Optional SMS replies are charged at an additional £10/month.

Let’s chat

If you have any questions about when you upgrade your FLG or you’d like to take a closer look at any of the additional features you get on our XL plan, please contact us.

Written by Lauren Shaw

Marketing Manager at FLG.