CRM Demo

Every lead has a status and a next action.

A simplified example of the client-facing pipeline Oak & Switch can build around LeadFlow and BookFlow.

LeadServiceScorePriorityStatusNext action
Amelia R.Boiler installation80🔥 HOTNEWCall immediately
Sam D.Full Groom65🔥 HOTBOOKEDAppointment reminder
Chris P.Website Design45🟠 WARMFOLLOWED UPCheck response
Nadia K.Consultation30🟠 WARMQUALIFIEDBook consultation