Platform features
Lead & sales
InstaFlow™ pipeline from enquiry to booked survey
Capture every enquiry, quote with confidence, and move jobs through your pipeline without spreadsheets or missed follow-ups. InstaFlow™ keeps leads, quotes and bookings connected to the instruction and report that follow.
What's included
- Lead pipeline / stages
- Automated follow-ups
- Lead source tracking
- Referral partner tracking
- Lead assignment to surveyors
Explore more features
- Customer portalBranded client hub for quotes, jobs and reports
- ComplianceTerms, signatures and audit trails built in
- Team operationsSurveyors, diaries, workload — and InstaScope™ from report to tender
- Report writingBuilt-in builder, libraries and photo annotation
- InstaScope™ & InstaTender™SOW to live tender in one connected flow