How we use FLG to onboard customers in 5 easy steps

Dan joined our onboarding and support team in 2017. His role is split between helping new customers discover the benefits of FLG by going through their needs and outlining areas of the platform that can help their business, and making sure existing customers get the support they need to maximise the benefits of their subscription.

Following her maternity leave, our business analyst Karen Baker returned to work in April and is now doing an excellent job juggling home working with caring for her now 9-month old lively daughter and 8 year-old twin boys.

For a potential customer, there's nothing worse than having multiple paper forms to fill out and return in the post, or potentially confusing electronic documents they may struggle to complete and return via email. Make it quick easy for them to provide the information you need with our foolproof online forms.

Break free from using documents and spreadsheets for income and expenditure assessments. With FLG's super easy form building tool, Journeys, you can build forms in minutes that can be used as internal guided scripts or external online forms. Plus, you can automate their use!

Say goodbye to using documents and spreadsheets to carry out fact finds. FLG's super easy form building tool, Journeys, helps you speed things up, improve accuracy and automatically share a PDF copy of completed forms.

Every business is unique, and when it comes to support, training and implementation requirements for new business systems - it’s no different. Whether you're a technophobe who needs a bit of hand holding or you're tech-savvy and prefer to handle things independently with minimal assistance, we offer a range of different options to suit you.

So you’ve started your CRM software selection process, you’ve found some that tick the boxes in terms of the features you need, and now it’s time to choose one based on your budget, and the best fit and value for money for you and your team. But how much does CRM software cost?

FLG’s powerful marketing automation feature uses workflows that instantly allocate campaign replies to the best user of team, ensuring that they’re always followed up as quickly as possible by the person best placed to assist them.