Keep track of every enquiry and follow-up.
Keep your enquiries, customer details and follow-ups together. Know what needs your attention before a promising job slips away.
A complete customer record
Contact details, specifications, notes, attachments and tasks live with the enquiry.
Find enquiries that need attention
Filter by source, status and job type to find the next enquiry that needs attention.
A history that stays with the job
See the timeline of activity, then carry the record into your workflow when the work is won.
How it works
in practice.
A homeowner calls about a made-to-measure gate. The office creates the enquiry, captures the options and adds a follow-up task. When they call again, the details are already there.
A new enquiry arrives in Website leads.
Included in every Maxim Flow plan, along with all other features.
Let’s talk about
your business.
I’m Daniel, the developer behind Maxim Flow. Book a call with me to discuss your process, ask questions and see how Maxim fits your team. Choose a time in the calendar that suits you.