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8 min


Moving a customer through a sales funnel is a carefully orchestrated set of activities. Each step carefully choosen for optimal engagement.

It’s easy to see where your customers are in the sales pipeline.

Learn, record and track customer records, history and territories. Use big data to determine future marketing efforts and channel diversification. Utilise hundreds of Filters gather and display database intelligence for your team.

A well-oiled machine

The Lead Status property is used to indicate where your sales team is in the process of qualifying a lead into an opportunity. It allows you to see the status of a lead as it is being managed by your sales team.

Customer conversion at its best.

Stages of Conversion
Draft Status

A lead needs to start somewhere. We called it a draft. Basic customer information and no payment.

Pending Status

When a lead is Pending it is ready to be reviewed and accepted. Take time to verify data before marking it Active.

Active Status

Active customers are happy customers. Ready to Export to your CRM or Client using Secure Export.

Cancel Status

If there is a beginning, there must be an end. Cancelled customers can be reactivated.

Lead Management is great for all types of fundraising. Major Donors, Petitions and more.

Matt Taylor, Floodgate App
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