FLG

Vorteile

Very easy to use and set up and would be great for a small business that doesn't need to do anything too complex

Nachteile

It seems like new features are just never added. The last major update I can find was dated March 2023, and it was just to add custom fields. Development feels like it's been totally abandoned despite having regular feedback submissions, which doesn't imspire much confidence in the longevity of the platform

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Vorteile

The fact I don't have to pay a developer to implement an idea. Once you have understood how the processes work, you can roll out automatic functions very easily, within minutes, allowing one person to automate boring manual processes.

Nachteile

Looks awful on my iPhone, hard to read on small screens

Vorteile

Pretty user friendly, easy to track email activity, custom field creation

Nachteile

You can’t send an email to multiple email addresses such as a BCC

Vorteile

Workflows make it super easy to automate all points of a customers journey.

Nachteile

Hard to say, possibly the minimum 5 licenses - but I understand why they use this pricing structure.

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Vorteile

This system has been impeccable to expanding my business without the need of adding more man hours and time behind the desk. The CRM is extremely powerful and allows for efficient automation that can be programed to "pretty much" any request.

The software also allows me to migrate other methods over to which I use to pay other third parties for.

Nachteile

the software does take a why to get your head around and what is capable. But don't let this stop you as the customer support is 5 star.

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Vorteile

FLG is transparent. All the key features are easy to find and where they are makes sense. There are no long windy roads of 'clicks' you have to go through to find what you are looking for. The next thing you need to do/look at are either 1 or possibly 2 clicks away.
Despite having the premium customer service to hand when necessary (which were super helpful always), the templates themselves were easy to create and edit - the 'insert template variables' boxes making coding easy for anyone.
Mike and the development team have been great with the release of Appointments - really listening to our feedback and making adjustments thereon. The Appointments feature as a whole, with its integration with Google calendar, has made a huge difference in efficiency, legibility and in turn easier for everyone in the company to book appointments for others. It's a lot easier for people to open other people's diaries and see where they are in comparison with the person on the phone - a great help in the improvement of efficiency. As well as being able to then transfer the appointment data into an email to automatically send out to the customer - amazing!!

Nachteile

I have to say there is no feature I particularly dislike within FLG. What would be helpful on the home screen, when emailed, is to send a reply and be taken to the associated lead, to follow up the email by booking an appointment/setting a task etc. It would also be handy to keep a history of messages somewhere rather than them disappearing completely. And I must admit to not being a fan of the FLG calendar. But, like I said, nothing that is actually a real issue.

Vorteile

FLG is great for a small to medium sized business, and especially great for starting out. We first used FLG when we had 5 users, and have now scaled up to over 90 users with an additional 50 partners.

The usability & user interface it offers is really second to none, from the minute you use it, its incredibly intuitive from an administration point of view and user point of view. Really easy to train, it takes our in house trainer around 25 mins to go through all the features of FLG in detail to even the least tech savvy people.

FLG offers an extensive range of API's that allow most businesses to do pretty much anything. You can use tools like Zapier & FlowXO to manage these if you don't have any coding knowledge. That's how we started out.

Nachteile

Expandability once you've built your business to a larger level and would like more customisability. However this only really affects business with extremely custom requirements.

Vorteile

We cannot recommend FLG enough, having tried various CRM systems for the real estate and other companies we have FLG is by far the best and easiest system to use for new starters and existing employees, The integration, lead tracking and management allows us to keep track and in touch with all our clients in the best possible way and the automation of emails and templates speeds up communication, we could not function in the way we do without the system.

Nachteile

Nothing. The only added benefit would; be to have a mobile app

Vorteile

It's easy to use and understand and great to have for a large client bank.

Nachteile

The fact this product wasn't tailor specifically for our industry

Vorteile

The crm is so easy to use and organising the work day is very streamlined. I know where i am with clients at all times

Nachteile

A few teething problems with receiving leads from certain clients

Vorteile

Great claim tracking, easy to use and it is very easy to log calls, documents, etc.

The status make the case's easy to track each stage they are in.

Nachteile

Additional reporting, better tracking on people placing tasks

Vorteile

Firstly, they're UK based, unlike most which are USA based and thus getting hold of anybody before 2pm is nigh-on impossible! Secondly, the system is so simple, yet has so much functionality. From simple contact management, to creating templates, through to workflows - everything is so simple to set up.

Nachteile

We've come back to FLG after a circa 5 year absence. When we had FLG before, the email capabilities were limited and we often got told our emails weren't "pretty" - that's the main reason why we left tbh. However, that's all sorted now and the emails have much better capabilities. That's why we've come back.

Vorteile

The ability to build work flows with communication triggers, tasks and status changes. Very simple to use. Easy user interface and all elements well placed.
Integration with 3rd party applications has been simple most of the time. Flg have developed specific solutions which have fitted well with our needs (FlowXO)

Nachteile

Can’t change multiple templates with one click (I.e. change of address).
Looking at applications to auto move statuses, tasks and document upload without human interaction. Not sure this is possible yet

Vorteile

The FLG platform has customization options that allow it to be useful no matter the industry of your business. We attribute a lot of our success to the optimization of our sales process through the platform. These options are also supported by first-class customer service and training material if you ever need it.

Nachteile

As we have grown we have started to see some limitations although few, the one worth mentioning would be that there are only 50 custom fields in the customer data section.

Vorteile

We love the lead actions and have built some really nice workflows for new leads, quotes and sales. E.g. When a new web lead is received, we notify the user assigned, send the customer a text and a welcome email with a link to an appointment booking calendar in FLG. The advisors love this as it helps improve contact rate.

Nachteile

The additional fields are limited to 50, but to be honest there hasn't been many times i have needed more than 50 but it would be nice to have to option.

Vorteile

FLG has always been easy to set-up, use and integrate with other tools. Simple logic for dsitribution and management of leads mean that we have contonuted to use it for years

Nachteile

We've requested many improvements over the years. None of which have ever been implemented

Vorteile

It's so easy to filter your leads and check progresses. Much easier than most software's, it's saved me a great deal of time. It's also so flexible and versatile.

Nachteile

It can be time consuming to add changes to multiple lead groups.

Vorteile

I can rely on FLG to store, manage and distribute my leads very easily without the need to supervise.

Nachteile

Maybe the admin interface could be a little less confusing but with time I got there.

Vorteile

The software is extremely easy to use for the most part and where there are difficulties the support team are fantastic. On every occasion I have had to speak to the support team, they have always been friendly, knowledgeable and helpful.

Nachteile

Initially, we had issues as some features we were used to in past CRM's were not available so workarounds had to be found.

Vorteile

Easy to pick up great functions and can get an overview of all your data and performance easily and quickly.

Nachteile

Not had any issues with it at all.
Does everything we need it to any support we have been looking for has been there when we needed it.

Vorteile

Lead Management system works very nicely along with the referral section.

Nachteile

The software is mainly focused on company management rather that lead generation management

Vorteile

FLG allows me to manage the customer journey from 'new lead' to 'converted'. We have workflows that nurture leads for years and we often convert leads from 2-4 years ago.

Nachteile

It can be a bit confusing, to begin with, but the more you use the software the more intuitive it becomes.

Vorteile

Very easy to use, looked at others such as Zoho and also tried to use salesforce but found them both very difficult to set up Salesforce needed much more program work to use FLG was an out of the box solution for us.

Nachteile

Nothing it has helped our business we couldn't do without it now.

Vorteile

you can customise it with relative ease

Nachteile

The additional fields do not form part on any reports

Vorteile

Great platform for front-end lead management and customer contact. A very easy to use interface . Lots of customisation and always great support.

Nachteile

Although there are other systems that can be integrated with FLG we didn't find anything to suit our very complex business needs. It's a shame as the front-end is great and we have used it for years!

Vorteile

That the support team is usually available to help with any issues. These issues usually resolved very quickly.

Nachteile

There are limitations when it comes to assigning leads and setting limits amongst users.

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Vorteile

What attracted me to want to always use FLG was the email form within the system. Perfect for contacting my clients and councils, that all get stored in date order as and when they come in, at the same place. This made the organising of my clients cases a breeze.

Nachteile

I have all the features my business requires. There are way more than i need.

Vorteile

I like the was we can tailor workflows to automatically run. They're easy to set up and change if needed.

Nachteile

Using flowxo - I think you need quite a lot of technical experience to get this set up well. If we didn't have the concierge package I would've never figured out the stuff [SENSITIVE CONTENT HIDDEN] did for us.

Vorteile

It's very easy to make changes as necessary. Reports are super easy to pull. Very intuitive

Nachteile

Adding a logo to my home page is difficult. Adding a Us phone number is also difficult

Vorteile

Effective. Accessible. Friendly and helpful staff.

Nachteile

Nothing that I can think of right now thank you

Vorteile

SaaS.
Easy to use.
Great in-system customer communication.
Easy to train users on.
Friendly, dynamic support team at FLG.

Nachteile

I would like to see more comprehensive data import/export functionality.

Vorteile

Does exactly what it states on the tin. Once you get a grips of how to use the system it is simple and effective.

Nachteile

It's the same as most things, what you put in at the beginning reflects on what you get out of the system. Be prepared to spend quite a bit of time at the start setting it up and getting it right for your business.

Vorteile

easy to use, great pricing aswell get a real value for money. The customer support is also very responsive and quick to solve any issues,

Nachteile

Small things need to be updated to make the use of this easier for a sales person for example notifications of tasks. This is currently being worked on.

Vorteile

The software is extremely easy to use. Its simplicity is its biggest plus.

Nachteile

This software hasn't given our company any problems.

Vorteile

Service and Support are brilliant. The system is easy to set up and agile if any further changes are required.

Nachteile

I feel there are some aspects of the reporting suite that could be tweaked.

Vorteile

Once you know your way around it is easy to use, great that you can bespoke requirements of your own.

Nachteile

Setting up at the start, if your a computer dinosaur it can be daunting once going through

Vorteile

This software has streamlined our business automating processes which saves a lot of time and gives us visibility in to our business to make sure that we are on track.

Nachteile

I don't really have anything negative to say.

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Vorteile

Easy to set up, great support from the team and user friendly

Nachteile

doesn't give you a signal for fresh lead when your in a existing client lead

Vorteile

Extremely dynamic, very powerful CRM. The workflows are brilliant, the diary system also

Nachteile

The set up can be slightly tricky but it should be as well, as it's customised

Vorteile

Whilst its low cost and relatively simple its extremely powerful out of the box.

Nachteile

Some of the workflow areas could be easier to set up i.e. copy settings across all lead sources