Home Manchester FLG now includes online digital “Fact Find” for capturing customer data

FLG now includes online digital “Fact Find” for capturing customer data

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John Jackson

FLG, the complete customer engagement platform, with offices in Burnley and Manchester, has further expanded a range of new features available to new and existing customers, the most recent of which is a revolutionary new way to capture “Fact Find” type information on customers – perfect for the finance and insurance industries.

The new feature, called Journeys, provides an intuitive drag & drop interface that allows any user to design fully interactive online forms that are tightly integrated with every other piece of customer data. This allows core information captured within the form to then be merged into standard emails, SMS or even physical letters.

Digital journeys can be completed in a single session, or users can come back to forms and revisit them over time as needed, and a full PDF can be exported or sent back to the customers if required.

Existing customers have already extensively embraced this new feature, with forms being created and used for: mortgage applications, loans, expenditure assessments, insurance quotes and even recording details of pending house moves!

John Jackson, Owner and Managing Director of FLG, said: “The FLG product has always grown organically, but last year we invested heavily in our product & development teams to give us the ability to really drive new features. The recent releases show our ability to innovate and our dedication to respond to what our customers are asking for. We’re now releasing fantastic new features every few weeks – listening to our customers, which drives our product roadmap.”

Journeys is available to all customers in early release now, together with new calendar integration to Google and Microsoft for setting agent appointments, and a fully integrated reporting and analytics product.

The FLG platform provides customers with a powerful CRM at its core, presenting organisations with the ability to communicate with customers across multiple channels, create compelling marketing campaigns, build intelligent workflows that drive sales processes. It has already found significant success within the legal, finance and insurance sectors, with customers including Gladstone Brookes, Fred Olsen Cruise Lines, TFS Loans, Etico Group and Stonebridge Rock amongst many others.