Clariwork LeadFlow
Organise prospects from first research to CRM
LeadFlow helps you research and organise business prospects, track where each lead came from, qualify opportunities, and pass qualified records into Clariwork CRM.
The LeadFlow workflow
From prospect capture to CRM handover
01
Capture prospects
Bring business prospects into one organised list, with company, contact, and service details recorded clearly.
02
Attribute the source
Track which channel, campaign, or research method each prospect came from, so you can see what is producing real opportunities.
03
Score the opportunity
Rate each lead on service fit, enquiry type, and budget indicators to separate promising prospects from weak matches.
04
Hand over to CRM
Transfer pre-qualified records into Clariwork CRM pipelines, ready for follow-ups, tasks, and sales ownership.
Core capabilities
Built for organised prospect research
LeadFlow keeps prospect data tidy, transparent, and ready for your sales team to act on.
Opportunity tracking
Track every opportunity
Follow each prospect through its stages with clear status, source, and score visible in one view, so nothing is lost between research and outreach.
Data hygiene
Keep records clean
Spot duplicate prospect entries as they are added, so your database stays accurate and your team works from a single record per business.
Routing
Route leads with clear rules
Set simple rules that assign qualified prospects to the right team member or territory, with the reasoning recorded for every handover.