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Everything on using Leadflip

83 articles across 12 areas, from the first entity to the invoice run. Written for someone who does not know the system yet.

Getting started8

Learn the basics of Leadflip and get up and running quickly.

Configure your data model with custom fields, statuses, and pipelines.

Building a form on your own fields, putting it on your page, and what happens after somebody submits.

Send documents for signature, place the fields, and keep the proof of who signed what and when.

Appointments on a record, a link your customer books from, your own hours, and what a connected calendar does.

Roles and permissions, retention, the activity log, mail and SMS access, and your own profile.

Manage your leads with Kanban boards, filtering, and bulk actions.

Route leads to partners automatically with rules, caps, and invoicing.

Send bulk email to leads filtered by entity and pipeline stage. Track opens, clicks and unsubscribes.

Build workflows to automate lead processing, notifications, and more.

Connect Leadflip to your existing tools via our REST API.

Manage your subscription, plans, and payment methods.