LeadsFlowCRM is a Customer Relationship Management tool that integrates with the Gmail API to help you manage and organize your contacts. With LeadsFlowCRM, you can easily create pipelines subdivided in stages to keep track of your leads and their progress.
- Integration with the Gmail API to manage your contacts
- Create pipelines to organize your leads
- Each pipeline can have multiple stages to track progress
- Assign leads to specific stages within a pipeline
- Organize your stages in a horizontal Kanban-style layout
- Search and filter leads by various criteria
To use LeadsFlowCRM, you must first grant permission to access your Gmail account through the Gmail API. Once you have granted permission, you can create pipelines and start organizing your leads.
To create a new pipeline, click on the "Add Pipeline" button and give your pipeline a name. You can chose a preset for your pipeline or create one from scratch. You can then add stages to your pipeline, such as "Pending", "Contacted", "Negotiating", and so on. To add leads to your pipeline, simply click on the "Add Lead" button and fill in the relevant information. You can then assign the lead to a specific stage within the pipeline.
To view your pipelines and leads, navigate to the "Pipelines" page and select the appropiate pipeline. Here, you can see all of the stages of the pipeline in a horizontal, Kanban-style board. You can drag and drop leads between stages to update their progress.
If you encounter any issues or have any questions about LeadsFlowCRM, please contact our support team at support@leadsflowcrm.com.
LeadsFlowCRM takes your privacy seriously. We do not share your data with any third parties without your explicit consent. For more information, please see our privacy policy at https://leadsflowcrm.com/privacy-policy.
LeadsFlowCRM is pending an official licensing.