This guide provides a comprehensive overview of the functionalities and features of Mainflow. By the conclusion of this manual, you will have a clear understanding of how each feature operates to seamlessly manage clients from the initial project inquiry through to the final project handover.
CRM – To Nursing Every Project Inquiry
Lead Management
Leads are pre-qualified prospects you haven’t yet engaged with, showing initial interest in your offerings but not ready to purchase. They are identified through actions like email submissions, inquiries, or mentions at events.
Convert a lead to a deal when you believe it has a strong potential to culminate in a sale or achieve business success.
Deal Management
A deal represents the pivotal stage where a potential customer, previously nurtured as a lead, moves towards purchasing your service. This process involves negotiation and agreement, marking the transition from interest to commitment in the sales process. It’s the crucial moment when a lead moves closer to becoming a client.
After qualifying leads, quickly convert them into deals 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 clients a centralized access point to communicate, request services, collaborate on projects, share files, approve estimates, process payments, and more.
Project Collaboration
Within a service-oriented sales process, a project refers to a structured effort to deliver a set of services or solutions tailored to a client’s needs within a defined timeframe and budget. It marks the transition from the sales process to actual service delivery after a deal is closed and a contract is signed.
You can engage in discussions with both clients and your team to enhance collaboration.
Estimates
In Mainflow, an estimate is a concise version of a proposal, particularly in terms of scope and detail. It allows you to clearly outline a project’s scope, timeline, and deliverables while providing an estimated cost. Win more projects with professional, detailed estimates and maintain a strong relationship with your clients.
Invoicing
Mainflow enables you to create and manage invoices for projects or services efficiently. You can generate, track, integrate payment methods, send reminders, and set up recurring invoices, streamlining your billing process.
Service Package – Productize your Services
If you’re looking to productize your service, this solution is ideal. Imagine offering a package where you deliver 100 articles a month, catering to customers who require this service over an extended period. With this approach, you can design service packages that include project or request limits, available as either one-time or recurring options, perfectly aligning with your customers’ long-term needs.
Request Forms
Collect crucial project information, including the project name, foundational details, and specific requirements needed to initiate a project. Clients will now be required to complete a request form to provide essential details before a project begins.
Orders
When a client purchases a service package, it is recorded as an order. You can review the package details, including the billing structure and project request limits.
Request
Clients have the flexibility to submit single or multiple project requests based on 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
Enhance your business’s payment efficiency with our robust solution, integrating seamlessly with PayPal and Stripe to accept direct payments. Additionally, our system fully supports various payment gateways, offering a comprehensive suite of options for all transaction needs. Whether you’re a startup or an established enterprise, our payment solution scales with your business, providing flexibility and reliability to help grow your revenue streams.
Note: To facilitate recurring payments and subscription-based services, it is recommended to utilize PayPal and Stripe. Currently, Mainflow does not support recurring or subscription payments for certain checkout processes.