Step 1
New enquiry
A lead enters the workspace from the website widget, channel, or manual entry.
Manage leads in a CRM pipeline
See every lead, stage, and next action in one workspace.
A CRM pipeline helps service businesses avoid missed follow-up. Flow Assistant keeps captured and manual leads visible so the team can move each enquiry toward the right outcome.
Keyword focus
Manage leads in a CRM pipeline
Track lead source, contact details, notes, and status.
Use pipeline stages built for service business sales.
Move enquiries toward quotes, bookings, consultations, won, or lost outcomes.
The problem
Leads get lost in inboxes and personal notes.
Managers cannot see what needs attention.
Teams forget which prospects need a reply or quote.
How Flow Assistant helps
Track lead source, contact details, notes, and status.
Use pipeline stages built for service business sales.
Move enquiries toward quotes, bookings, consultations, won, or lost outcomes.
Keep follow-up visible for owners, admins, and sales users.
Workflow
Step 2
Pipeline stage
The team updates the lead as qualified, contacted, quoted, booked, won, or lost.
Step 3
Clear outcome
Managers can review the pipeline and see which leads need action.
Questions about Manage leads in a CRM pipeline
What is a CRM pipeline?
A CRM pipeline is a set of stages that shows where each lead is in the sales process and what needs to happen next.
Can Flow Assistant manage manual leads?
Yes. Manual leads can be tracked in the same pipeline as website and channel leads.
Ready to improve lead handling?
Launch the website widget, capture qualified leads, and keep follow-up visible in one Flow Assistant workspace.