See how LeadFlowUp turns an enquiry into a clear next step.
A practical walkthrough for service businesses handling qualification, site visits, proposals and customer follow-up.
Example data is used throughout the demonstration.
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One journey, with every next step visible.
LeadFlowUp connects the gaps between an incoming enquiry and a final outcome, without forcing the team to automate decisions that still need human judgement.
New enquiry
A website form or email starts the process.
Qualification
The team decides whether the opportunity is a fit.
Site visit
Booking, confirmation and reminders keep the next step moving.
Proposal
Marking the proposal as sent schedules the follow-up.
Clear outcome
A reply or status change stops the remaining sequence.
Routine follow-up runs. Important decisions stay human.
The system handles predictable administration around the process while the team remains responsible for qualification, customer conversations and commercial outcomes.
The repeatable steps
- Record the company, contact and opportunity
- Send an immediate customer acknowledgement
- Notify the right person internally
- Send booking confirmations and reminders
- Schedule proposal follow-ups
- Detect a human reply and stop the sequence
The decisions that matter
- Whether an enquiry is qualified
- When a site visit has been completed
- When a proposal is ready and has been sent
- How to respond to real customer questions
- Whether an opportunity is won, lost or still active
- Any exception that needs personal judgement
Designed to support the process you already use.
LeadFlowUp is configured around the agreed customer journey instead of forcing every business into the same rigid pipeline.
Existing enquiry sources
Website forms and email can feed a single, visible follow-up process.
Your stages and language
Qualification, booking and proposal stages can reflect how the team actually works.
Managed after launch
The agreed workflows can be monitored and maintained instead of being left as an unsupported setup.
Which path best fits your current setup?
Choose the closest match. The selection only helps tailor the initial review, and you can change it before submitting the form.
LeadFlowUp Standard
Use one managed system for your core enquiry, booking and follow-up journey.
Check if Standard fits Existing systemCRM Workflow Integration
Keep your current CRM and improve the workflows connected to it.
Review my existing setup Complex operationsCustom Operations Workflow
Map a more complex process involving teams, schedules, hand-offs or recurring work.
Discuss a complex workflowNo sales call is required for the initial review.