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Are you an FLG user who needs to manage more leads each month, send more emails? Do you want to access more powerful FLG features, including secure document uploads, fact-find and appointment-scheduling tools, advanced reporting, SMS replies, and dialler & telephony functionality?
Discover the incredible value for money you get when you upgrade your FLG subscription from Plus to XL.
Written by Lauren Shaw
Marketing Manager at FLG
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.)
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
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
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)
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
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)
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.
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.