DataFlorent CRM
From the first enquiry to a won deal, and from an email template to a running campaign - on one platform.
What we’ll cover in the next 30 minutes
01
Sign-in & dashboard
Branded access and the sales overview.
02
Lead managemen
Pipelines, lead 360°, activities, quotes and contacts.
03
Marketing management
Email templates, events, campaigns and automation.
04
Live walkthrough & Q&A
One deal, start to finish, in the running app.
The life of a lead, in five steps
Step 1
Capture LinkedIn, referral, web form, webinar, WhatsApp, email or phone.
Step 2
Qualify Owner, value, products, type and expected close date.
Step 3
Engage Calls, meetings, emails and notes on one timeline.
Step 4
Propose Quotes with discounts and tax, exported to PDF.
Step 5
Close Won, or lost with a recorded reason.
How DataFlorent CRM meets the requirements
Lead management
Capture — web forms, email, import or manual
Pipelines — custom stages, kanban, idle-lead alerts
360° record — value, products, contact, timeline
Follow-up — activities, calendar, overdue list
Quotes — from the catalogue, tax, PDF
Reporting — revenue, funnel, top products
Access — roles; all, team or own records
THE SOLUTION
Email templates — branded, reusable, placeholders
Events — the marketing calendar that times sends
Campaigns — template + event, active or inactive
Scheduled sending — daily job on the event date
Automation — workflows send, update, tag, webhook
One shared record — sales contacts are the audience