What the film shows: A website enquiry becomes a lead, already assigned, with a reminder to reply, when auto-assignment and a reminder rule are switched on. Illustrative, with example data.
From enquiry to follow-up.
Enquiries arrive by form, email and phone and end up spread across inboxes and spreadsheets. Nobody is sure who replied, and warm leads go cold.
Capture it.
Add leads by hand, or on higher plans import a CSV, embed a LeadFlow web form, or receive Reflect form submissions with their source.
Qualify it.
Move each lead through a pipeline from New to Won. On higher plans, AI scoring shows the factors behind each score.
Follow up.
Set a reminder and get an email when it is due. Higher plans add multi-step email sequences and meeting booking.
See every lead and its result.
Keep every lead in one place, with its source, stage, history and next follow-up.
One record per leadContact details, source, stage and every interaction stay together.
See what convertsWon leads carry their deal value, so the dashboard shows what the pipeline turned into.
Reports you can rerunBuild a report once and run it again whenever the question comes back.
See all 15 LeadFlow capabilities
Capabilities without a plan label are in every plan. Capacity depends on the plan, so compare the limits before choosing.
Visual pipeline
A board with seven stages from New to Won.
Follow-up reminders
Set reminders on any lead and receive an email when one is due.
Conversion tracking
Mark leads as won with deal values and see recent conversions on the dashboard.
Custom reports
Choose a metric, grouping and filters, then save the report to run again.
CSV import
Upload lists with saved column templates and duplicate skipping.
Available on Growth and Pro
Web forms
Embed a LeadFlow form on your site to capture leads directly.
Available on Growth and Pro
Leads from Reflect
Reflect form submissions arrive as leads with their source.
Available on Growth and Pro
AI lead scoring
Scores come with a breakdown of the factors that raised or lowered them.
Available on Growth and Pro
Email sequences
Multi-step email follow-up with delays, conditions and branching.
Available on Growth and Pro
Meeting booking
Booking links with availability rules. Booked meetings are added to the lead’s timeline.
Available on Growth and Pro
AI sales coach
A daily briefing on who to call first, plus questions you can ask about the pipeline.
Available on Growth and Pro
Automations
Rules that act on leads when something changes.
Available on Pro
Known-visitor alerts
Get notified when an identified lead browses your website.
Available on Pro
SMS and WhatsApp
Send messages alongside email from each lead’s inbox.
Available on Agency plans
Territories and quotas
Route leads by territory and track targets per team member.
Available on Agency plans
Bring the leads in. Decide what’s next.
Create your workspaceStart with one workspace for your leads and pipeline.
Bring the leads inAdd them by hand, or import a list or connect a form where your plan includes it.
Set the next stepGive each lead a stage and a reminder or sequence.
Before you start
What connects
Reflect forms can send submissions to the LeadFlow workspace you choose for each site, on plans with the Reflect connection.
What you set up
Your pipeline, reminders, and on higher plans the email sequences, booking availability and scoring rules.
Good to know
Business plans are for one person and one workspace. Agency plans add team seats and lead assignment.
When enquiries outpace your time.
Plans differ in lead capacity and AI credits. Higher plans add scoring, imports, web forms, sequences and booking.
Up to 250, 1,000 or 5,000 leads, depending on the plan.
LeadFlow plans
From $35CAD / month
Includes ADI access: our desktop assistant, unlocked for your account while the plan is active. You download it and choose what it connects to.
Yes, from a LeadFlow web form or from Reflect forms, on plans that include them. You choose which workspace each Reflect site sends to. On every plan you can add leads by hand.
Can my team use it?
Business plans are for one person. Agency plans include team seats, with assignment by rotation, by hand or in bulk.
How are leads scored?
On plans with AI scoring, each lead gets a score with the factors that raised or lowered it. You can also add your own scoring rules.
Can I bring in my existing list?
Yes, by CSV import on plans that include it, with duplicate skipping and your plan’s lead limit applied.
What can ADI do in LeadFlow?
ADI can look up and search your leads on its own. With your approval each time, it can add, update, score or delete a lead, set a reminder, and draft and send a follow-up email. Nothing reaches the lead until you approve the send.
