When a potential customer engages with your business, their enquiry needs to be acknowledged right away in order to give it the best chance of progressing through your process and converting to a sale. But what if there’s nobody available to follow up immediately?

FLG’s intelligent workflows are extremely powerful ‘sales assistants’ that can follow up with leads on your team’s behalf, so sales can progress in the background until somebody is available to contact them, without compromising on customer service.


FLG has built-in intelligent workflows that can:

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Automate contact around appointments and events

Timely communication at each stage of your sales process is important to maximise the chance of converting your leads. Whether your next point of contact is a phone call or a face-to-face meeting, schedule a call task or contact via email and SMS to inform and remind leads about upcoming appointments.

Additionally, our Appointments feature connects with your external calendar to keep your diary up-to-date. When a new appointment is booked (by yourself, a colleague on your behalf or a customer via our booking wizard), your calendar is instantly updated and automated contact can confirm all the details.

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Create personalised follow-up sequences

In order to progress leads through your sales process effectively, it’s imperative that you get the right information out at the right time in the customer journey.

FLG’s intelligent workflows can schedule and send personalised messages via email, SMS and letters using customisable templates, and even set call tasks to ensure communication happens consistently and automatically throughout the entire sales process.

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Use interactive call scripts to guide your users’ calls

Interactive call scripts allow users to follow multi-step forms with conditional logic to collect information based on the responses they gather during a call, guiding and prompting them to obtain the required data.

These simple step-by-step call guides allow new users to quickly feel at ease by steering them through a conversation to provide consistent and effective customer service, which could reduce training time and save you money.

Plus, gather large amounts of data in the format you want with our Journeys feature.

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Keep costs down and maximise productivity using powerful automation tools

Automatically onboard new customers

When a customer says ‘yes’, there’s often more to be done before the sale is complete. Automate and standardise activities such as document collection and compliance checks, and keep the customer informed along the way with automated confirmation messages.

For example, email the customer and prompt them to access an online form to provide more information and supporting documentation. Once complete, automatically confirm safe receipt and FLG is instantly updated. Here’s how we use FLG to onboard our customers.


Chase down unresponsive customers

Without a system in place to help you manage your leads, unresponsive customers are often abandoned, valuable opportunities are lost and money is left on the table.

FLG tracks unresponsive leads and triggers workflows that gently nurture them until they’re ready to buy. This allows users to focus their attention on warm leads, safe in the knowledge that the rest are being taken care of automatically. Learn more about effective lead nurturing.


Create workflows that trigger based on status changes

Because FLG is event driven, you can choose to trigger actions, or even start a whole new automated workflow, each time a lead’s status changes.

For example, when a lead completes an application form, FLG could trigger a verification workflow where a user is prompted to call and clarify certain details or supporting documents are requested before the application is forwarded on for review.


Additional benefits

  • Acknowledge new leads with auto-replies, outlining the next steps
  • Remind users to follow up on tasks by SMS
  • Trigger workflows when customers click on links in emails


Intelligent workflows can streamline the way you manage your leads. From faster contact to improved customer service, FLG utilises powerful automation tools to boost efficiency and improve customer engagement throughout your lead management process.


What you get with FLG

The complete CRM platform


Customer contact

Engage with leads and create personal connections that win their trust by holding conversations in their preferred channel. Learn more


Powerful CRM

At the heart of FLG is a powerful CRM built for speed and scale with a single user view of upcoming activities, customer communications, and details of allocated leads. Learn more


Intelligent workflows

Keep costs down and maximise productivity using powerful tools that automate contact around appointments and events. Learn more



Connect your software, processes and partners by receiving leads directly from lead providers, integrating with your dialler, and sharing data with other apps and services. Learn more


Marketing automation

FLG comes complete with a range of multi-channel marketing features to connect with leads and drive engagement from one single place. Learn more


Reporting & analytics

Gain a deeper understanding of your business and learn how to improve it with an integrated custom report builder that gives you a 360° view of your sales process. Learn more