Contacts & leads.
Keep the person, their enquiry and the next step connected. Capture customer details, bring in website enquiries and follow your qualification process.
Contact records
Keep contact details, notes and conversation history together. Use tags and custom fields to record the details your team needs for its work.
- Keep phone numbers and email addresses with the customer.
- Organise records with tags and custom fields.
- Refer to saved notes and earlier conversations.
Know the customer before you reply
Marcus’s contact details, installation notes and linked enquiry stay together. Amira can return to the record when it is time to discuss the installation.
Website enquiry capture
Connect your existing website form to FirstToFly. Bring the submitted contact details and message into a contact and lead, ready for your team to review.
- Match an existing contact or create a new one.
- Save the submitted message as a note on the lead.
- Keep the form you already use on your website.
Capture a request for welcome gifts
Marcus asks about welcome gifts through your website form. His details and request become a contact and lead, ready for someone to follow up.
Your website · Enquiry form
- Name
- Marcus Tan
- [email protected]
Message
We’re planning welcome gifts for 40 people. Could you share the available kits and branding options?
Marcus Tan
Welcome gifts · 40 people
Website enquiry
We’re planning welcome gifts for 40 people. Could you share the available kits and branding options?
Lead stages
Make the state of each enquiry clear. Move leads through your configured stages as the team confirms the request and decides what needs to happen next.
- Use stages that match your qualification process.
- Keep an owner and the relevant details with each lead.
- Review which enquiries still need attention.
Move an enquiry from new to qualified
The team has confirmed Marcus’s workstation count, budget and preferred timing. Move the lead to Qualified so the next person knows what has already been checked.
Give every enquiry a clear next step.
Keep customer context and qualification together in FirstToFly.