How we use FLG to onboard customers in 5 easy steps

FLG is a popular CRM choice for businesses that sell or refer leads to partners. We provide partner features to help lead generators that sell leads on to their clients, as well as businesses that send leads to or receive leads from partners by way of referrals – all of whom rely on our platform for seamless and secure lead transfers in real time.

Scheduling a call or meeting with a customer or prospect is an everyday occurrence, but sometimes it proves more difficult than it ought to be. That’s why we created Appointments to check availability in external calendars and let you pick an available time that suits without leaving FLG, plus a whole host of other handy tools to save time and make appointment setting easy!

Learn about the brand new addition to our Appointments feature - a booking wizard that allows your customers and prospects to choose their own appointment slots to schedule time with your team for fact finds, sales calls, site surveys and more!

Are your customer fact-finds taking too long? You want to pitch business right away, but what can you do to move things along? Here's how our Journeys feature can help.

Check out the brand new additions to our Journeys feature, allowing you to build external forms to be completed by your customers so you can gather fact-find type information about them on their terms.

What steps do you take to ensure regulator & GDPR compliance? This post explores why it's important & shares tips on how to protect your business.

Do you use spreadsheets to manage your sales leads? Here’s why they don’t work and how automation can help you streamline your lead management process.

Check out the functionality available with our CircleLoop integration, the latest release of the FLG Voice feature focused on diallers and telephony.