This guide offers a comprehensive overview of the functionalities and features of Mainflow CRM. By the end of this manual, you will have a clear understanding of how each feature operates to seamlessly manage clients from the initial project inquiry to the final project handover.
CRM – Nurturing Every Inquiry
Lead Management
Leads are pre-qualified prospects showing initial interest in your offerings but aren’t ready to purchase. These leads can be converted into deals when you see a strong potential for business success.
Deal Management
A deal signifies the pivotal moment when a lead moves towards purchasing your service, involving negotiation and agreement. This marks the transition from interest to commitment, moving closer to an actual purchase. After qualifying leads, convert them into deals quickly and add them to your pipeline to kickstart your sales process.
By diligently nurturing every potential opportunity, organizations can maximize their conversion rates and secure more projects.
Client Portal
The client portal in Mainflow serves as a comprehensive digital gateway, offering your clients a convenient access point where they can communicate, order services, collaborate on projects, share files, approve estimates, process payments, and more.
Project Collaboration
In the service sales process, a project refers to a specific, organized effort to deliver a set of services tailored to a client’s needs within a defined timeframe and budget. It starts after a deal is closed and a contract is signed, marking the transition from sales to actual service delivery. Engage in discussions with clients and your team for enhanced collaboration.
Estimates
In Mainflow, an estimate is a focused version of a proposal, outlining a project’s scope, timeline, and deliverables. It provides a calculated approximation of the project’s costs. Win more projects with professional estimates and maintain strong relationships with your clients.
Invoicing
Mainflow enables you to bill clients for projects or services, facilitating the management of your income. You can create, track, incorporate payment methods, send reminders, and set up recurring invoices, streamlining your billing processes efficiently.
Service Package – Productize your Services
If you’re looking to productize your service, this solution is tailored for you. You can design service packages with project or request limits, available as either one-time or recurring options, perfectly suiting your customers’ long-term needs.
Request Forms
You can collect crucial information, including the project name, foundational details, and specific requirements needed to kick-start a project. This information will be obtained from clients who complete the request form.
Orders
When a client buys a service package, it is considered an order. You can see the package’s details, including the billing project request limit.
Request
Clients can submit single or multiple project requests according to the package limit and type specified in their order. The admin or team will review these requests and take appropriate actions, such as accepting or marking them as delivered.
Payments
Maximize your online business’s payment efficiency with our robust solution that integrates seamlessly with PayPal and Stripe. Additionally, our system fully supports WooCommerce payment gateway, offering a comprehensive suite of options to cater to all your payment transaction needs. Whether you’re a startup or an established enterprise, our payment solution scales with your business, offering flexibility and reliability to help you grow your revenue streams.