How lead management works in Flixer Pro
Every request in one inbox, with priority and follow-up until the customer accepts — without copying between systems.
In Flixer Pro, requests from phone, email and the website land in one lead inbox. You see what needs attention, follow up until acceptance and turn qualified leads into jobs. From €65 per month, 14 days free.
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Step by step
- 01
Open the requests inbox
Go to the inbox where phone transcripts, email requests and website leads come together.
- 02
Qualify the lead
Check customer, address, urgency and requested work. Fill missing fields before you quote or schedule.
- 03
Prioritise what must move this week
Use AI-assisted or manual priority to keep open quotes and urgent requests at the top.
- 04
Create a quote or book a visit
Turn the lead into a quote, or schedule an inspection/job. Lead details stay on the same record.
- 05
Follow up until acceptance
See which quotes are still open and who needs a call or reminder, so requests do not sit idle.
- 06
Convert to a job
Once the customer accepts, turn the lead into a scheduled job with a job sheet — without retyping.
Lead management in Flixer Pro is not a separate CRM island: it is the front of the same chain as planning and invoicing.
Everything you capture in the inbox stays available when the lead becomes a job — from transcript to address.
Frequently asked questions
Which channels land in the inbox?
Phone (via the call assistant), email and website requests. The goal is one structured inbox instead of scattered chats and mailboxes.
Can I assign leads to colleagues?
Yes. On team plans you assign follow-up so office and field teams see the same open leads.
What happens after acceptance?
The lead becomes a job: planning, job sheet, photos and later the invoice hang off the same customer record.
Keep every lead moving
Start 14 days free and get your inbox under control today.