FLG Reviews

FLG is transparent. All the key features are easy to find and where they are makes sense. There are no long windy roads of 'clicks' you have to go through to find what you are looking for. The next thing you need to do/look at are either 1 or possibly 2 clicks away. Despite having the premium customer service to hand when necessary (which were super helpful always), the templates themselves were easy...

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I have to say there is no feature I particularly dislike within FLG. What would be helpful on the home screen, when emailed, is to send a reply and be taken to the associated lead, to follow up the email by booking an appointment/setting a task etc. It would also be handy to keep a history of messages somewhere rather than them disappearing completely. And I must admit to not being a fan of the FLG calendar. But, like I said, nothing that is actually a real issue.

Thanks for the feedback Amy - we're thrilled to hear you're getting so much value from the platform and our support service, in particular the Appointments feature. Thank you for your suggestions - I've passed these on to the product team. Lauren Shaw

The fact I don't have to pay a developer to implement an idea. Once you have understood how the processes work, you can roll out automatic functions very easily, within minutes, allowing one person to automate boring manual processes.

Looks awful on my iPhone, hard to read on small screens

Thanks for the great review Jonathan, fantastic to hear that FLG works so well for your lead generation business and that you received the support and advice you needed to set things up correctly. Lauren Shaw - Marketing Manager

That the support team is usually available to help with any issues. These issues usually resolved very quickly.

There are limitations when it comes to assigning leads and setting limits amongst users.

Thank you for the review Conor - it's much appreciated. We are pleased to hear you have received great support. Please continue to reach out to us anytime you need assistance.

Workflows make it super easy to automate all points of a customers journey.

Hard to say, possibly the minimum 5 licenses - but I understand why they use this pricing structure.

Thanks for the feedback Nathan - much appreciated. Fantastic to hear you're getting plenty of value from our automated workflows! Please keep your suggestions and votes coming on our product feedback voting site. Our minimum charge per account is to ensure we continue to offer a great platform to customers without compromising on things like our excellent support service. Lauren Shaw

This system has been impeccable to expanding my business without the need of adding more man hours and time behind the desk. The CRM is extremely powerful and allows for efficient automation that can be programed to "pretty much" any request. The software also allows me to migrate other methods over to which I use to pay other third parties for.

the software does take a why to get your head around and what is capable. But don't let this stop you as the customer support is 5 star.

Thank you very much for the great review Brandon! We're very proud of the excellent service we provide, and we're delighted to hear you and your business have found it so beneficial. Thank you for your business.

It's easy to use and understand and great to have for a large client bank.

The fact this product wasn't tailor specifically for our industry

Thank you for the feedback Ash-Lee Michael, it's much appreciated. We're pleased to hear you find the platform easy to use for your large client bank. Please don't hesitate to contact us with your suggestions on how we can further improve the product. Lauren Shaw

FLG is great for a small to medium sized business, and especially great for starting out. We first used FLG when we had 5 users, and have now scaled up to over 90 users with an additional 50 partners. The usability & user interface it offers is really second to none, from the minute you use it, its incredibly intuitive from an administration point of view and user point of view. Really easy to train, it takes our in house trainer around 25 mins to go through all the features of FLG in detail to even the least tech savvy people. FLG offers an extensive range of API's that allow most businesses to do pretty much anything. You can use tools like Zapier & FlowXO to manage these if you don't have any coding knowledge. That's how we started out.

Expandability once you've built your business to a larger level and would like more customisability. However this only really affects business with extremely custom requirements.

Hi Omar, Thank you very much for taking the time to leave us this wonderful review. We really appreciate it. It's fantastic to hear that FLG has helped you grow your business, and that it's so easy for your new users to get started. Thank you for your business!

The ability to build work flows with communication triggers, tasks and status changes. Very simple to use. Easy user interface and all elements well placed. Integration with 3rd party applications has been simple most of the time. Flg have developed specific solutions which have fitted well with our needs (FlowXO)

Can’t change multiple templates with one click (I.e. change of address). Looking at applications to auto move statuses, tasks and document upload without human interaction. Not sure this is possible yet

Thank you for your feedback, Chris - it's much appreciated. Happy to hear that the platform works so well for your business requirements and that you find it simple to use. I've passed your comments to our product team - please don't hesitate to contact us anytime with more suggestions for improvement. Lauren Shaw

The FLG platform has customization options that allow it to be useful no matter the industry of your business. We attribute a lot of our success to the optimization of our sales process through the platform. These options are also supported by first-class customer service and training material if you ever need it.

As we have grown we have started to see some limitations although few, the one worth mentioning would be that there are only 50 custom fields in the customer data section.

Thanks very much for the great review Aaron. On your plan you have access to Journeys which allows you to add as many fields as you like, and you can organise them into sections with tables, add calculations etc. Please get in touch with Support and they'll help you set it up and show you how it works.

We love the lead actions and have built some really nice workflows for new leads, quotes and sales. E.g. When a new web lead is received, we notify the user assigned, send the customer a text and a welcome email with a link to an appointment booking calendar in FLG. The advisors love this as it helps improve contact rate.

The additional fields are limited to 50, but to be honest there hasn't been many times i have needed more than 50 but it would be nice to have to option.

Thanks for the fabulous review Peter - we really appreciate it! On your plan you have access to Journeys which allows you to add as many fields as you like, and you can organise them into sections with tables, add calculations etc. Please get in touch with Support and they'll help you set it up and show you how it works.

Easy to pick up great functions and can get an overview of all your data and performance easily and quickly.

Not had any issues with it at all. Does everything we need it to any support we have been looking for has been there when we needed it.

Thanks for taking the time to write this excellent review, Steven. Delighted to hear you find FLG so easy to use and the functionality meets all your requirements.

We cannot recommend FLG enough, having tried various CRM systems for the real estate and other companies we have FLG is by far the best and easiest system to use for new starters and existing employees, The integration, lead tracking and management allows us to keep track and in touch with all our clients in the best possible way and the automation of emails and templates speeds up communication, we could not function in the way we do without the system.

Nothing. The only added benefit would; be to have a mobile app

Hi Daniel, Thank you very much for this great review! We're over the moon with your comments, and so pleased to hear how FLG helps you do business. Please keep any suggestions for improvement coming in our product feedback area. Thanks for your business!

I can rely on FLG to store, manage and distribute my leads very easily without the need to supervise.

Maybe the admin interface could be a little less confusing but with time I got there.

Hi Andrew, thanks for the great comments! So pleased to hear FLG's automation features are so useful to you and your business. If you ever need any help, please just pick up the phone and we'd be happy to help. Thank you for your business.

Great claim tracking, easy to use and it is very easy to log calls, documents, etc. The status make the case's easy to track each stage they are in.

Additional reporting, better tracking on people placing tasks

Hi Mark, Thank you very much for the review. Pleased to hear you're getting great value from the platform, and please feel free to provide suggestions for improvement in our product feedback area. We work hard to implement priority improvements. Thank you for your business!

The software is extremely easy to use for the most part and where there are difficulties the support team are fantastic. On every occasion I have had to speak to the support team, they have always been friendly, knowledgeable and helpful.

Initially, we had issues as some features we were used to in past CRM's were not available so workarounds had to be found.

Thanks for the great feedback Jamie - so pleased to hear you find the platform easy to use and whenever you need support, you're receiving excellent service from our team. Please feel free to contact us with any suggestions for improvement, Lauren Shaw

It's so easy to filter your leads and check progresses. Much easier than most software's, it's saved me a great deal of time. It's also so flexible and versatile.

It can be time consuming to add changes to multiple lead groups.

Hi Callum, Thanks very much for the great review. We're delighted to hear you find FLG very easy to use and that it's saving you so much time overall. Thank you for your valued custom.

Great platform for front-end lead management and customer contact. A very easy to use interface . Lots of customisation and always great support.

Although there are other systems that can be integrated with FLG we didn't find anything to suit our very complex business needs. It's a shame as the front-end is great and we have used it for years!

Thank you Kwok for your review! We're so pleased to hear that you find the platform easy to use and value our customisation options. Thanks for letting us know you're receiving great support - I'll be sure to share your positive feedback with the team. Lauren Shaw

Very easy to use, looked at others such as Zoho and also tried to use salesforce but found them both very difficult to set up Salesforce needed much more program work to use FLG was an out of the box solution for us.

Nothing it has helped our business we couldn't do without it now.

Thanks for the great review Anthony! Wonderful to hear you find FLG so easy to use and that it's really helped your business. Lauren Shaw - Marketing Manager

FLG allows me to manage the customer journey from 'new lead' to 'converted'. We have workflows that nurture leads for years and we often convert leads from 2-4 years ago.

It can be a bit confusing, to begin with, but the more you use the software the more intuitive it becomes.

Hi Seth, Thank you so much for the great review. We recognise that it takes time to get to know all the different platform features, but we're glad to hear the automated workflows are helping you do business! Kind regards, Lauren Shaw - Marketing Manager

FLG has always been easy to set-up, use and integrate with other tools. Simple logic for dsitribution and management of leads mean that we have contonuted to use it for years

We've requested many improvements over the years. None of which have ever been implemented

Hi James, thank you for taking the time to review us - its' much appreciated. Glad to hear you find the platform so easy to use, and please keep your suggestions coming in our product feedback area. We welcome all suggestions and work hard to implement priority improvements. Thank you for your business!

Firstly, they're UK based, unlike most which are USA based and thus getting hold of anybody before 2pm is nigh-on impossible! Secondly, the system is so simple, yet has so much functionality. From simple contact management, to creating templates, through to workflows - everything is so simple to set up.

We've come back to FLG after a circa 5 year absence. When we had FLG before, the email capabilities were limited and we often got told our emails weren't "pretty" - that's the main reason why we left tbh. However, that's all sorted now and the emails have much better capabilities. That's why we've come back.

Hi Joanne, Thank you for your kind review and welcome back to FLG - we're delighted to hear you're pleased with the improvements we've made. Thank you for your business.

you can customise it with relative ease

The additional fields do not form part on any reports

Thanks for leaving us a review Mark - it's much appreciated. Did you know that additional fields can form part of your reports with Insights, our latest reporting suite? As an XL edition user, you have access to this. It also offers additional functionality such as being able to schedule and share reports. Have you tried it yet? Let us know if you need any assistance - we're here to support you. Lauren Shaw, Marketing Manager.

The crm is so easy to use and organising the work day is very streamlined. I know where i am with clients at all times

A few teething problems with receiving leads from certain clients

Thanks for the great review it's much appreciated - pleased to hear it helps you keep your working day so organised.

What attracted me to want to always use FLG was the email form within the system. Perfect for contacting my clients and councils, that all get stored in date order as and when they come in, at the same place. This made the organising of my clients cases a breeze.

I have all the features my business requires. There are way more than i need.

Thank you so much for taking the time to write this glowing review Steve. We're delighted to hear FLG is making such a positive contribution to your business.

I like the was we can tailor workflows to automatically run. They're easy to set up and change if needed.

Using flowxo - I think you need quite a lot of technical experience to get this set up well. If we didn't have the concierge package I would've never figured out the stuff [SENSITIVE CONTENT HIDDEN] did for us.

Thanks for the fantastic review Luke! We're pleased to hear you're finding our Concierge edition so useful, plus we have our Zapier integration coming soon which will make connecting with other apps a lot easier. Have a great day! Lauren Shaw - Marketing Manager