Organization
Flight Leads CRM was built to help you get organized. We give you the ability to track everything that matters all in one central place.
By using the FREE Podio Mobile App you can access important details anytime and always stay in control. Whether in the field or in the office, everything you need is at your fingertips.
Built to track all of your inbound flight requests. Know who needs your services, when, and where.
Keep your business contacts organized and accessible with the Contacts App. By logging all communication in one central place nothing slips through the cracks.
You can even send SMS and emails directly from the system.
Log all of your equipment in one easy to use format for asset tracking. Set reminders for when maintenance is scheduled. Get reminded what equipment you need to take along for each job.
Add important events to your calendar. We understand that on top of your actual flight appointments you have calls, meetings, industry expos, etc. to remember. You can easily track all of this with Flight Leads CRM.
Collaboration
Easily collaborate with your team of employees or contracted pilots to make sure everyone is on the same page. No more digging through emails, texts, or sticky notes to remember what was discussed for each lead.
The built in Instant Messaging features makes sure that you can always stay on the same page with your team members.
Easily set tasks for yourself, or team members, to make sure no important work gets forgotten.
Flight Leads CRM makes it easy to make notes directly on system files. The communication history and activity log on each item will make it clear what you need to know about each lead, appointment, or other contact.
Instantly make your business mobile with the Free Podio Mobile App. Know immediately when a lead comes in, or when your team chats you with a question.
You have full control of notifications so you can choose which actions require your attention or not.
Automation
Increase productivity by replying to new requests and sending flight reminders automatically.
Flight Leads CRM is built to work for you. Save dozens of manual work hours by using built in (and adding custom) automations.
You can set up reports which automatically generate on a regular basis to put you in control of your company. Do you actually know how much you earn each month after expenses? Do you actually know how many leads you have to speak with in order to hit your earning goals? Can you estimate what you’ll earn next month based on the flight estimates in your current pipeline?
All of this is easy to know when you use Flight Leads CRM.
Smart automations are built in to make your work easier. Send reminder emails by clicking a button. Text pilots when a new flight is scheduled for them.
You can add your own custom workflows to automate even further!
Easily filter your contact list and send text or email blasts to those you’ve selected.
Settings such as email signatures can be set up once, then without having to enter over and over it will be used whenever an email goes out. Many similar settings are available in the Settings App.
Set up custom reports to keep a pulse on the health of your business activities.
Customization
Built using the powerful infrastructure of Podio by Citrix, Flight Leads CRM gives you the ability to integrate, automate and customize your platform. The flexible design makes it possible to to add new pieces whenever you need.
You can work with our customizations team to add special features for your unique needs.
*additional costs apply when using our customizations team.
App templates can be easily modified by Admin users. If you want to add custom data points to track for your business this takes just a matter of minutes.
Set up the custom reports that you care about.
You are never stuck using the ‘same system as everyone else’ when using Flight Leads CRM. Our customizations team will be happy to assist with advanced integrations or customizations that are required for your business.
*additional costs do apply when using our customizations team.
Featured 'Apps'
This system uses a combination of custom built ‘apps’ which are templates within the Podio workspace to help you track the information that matters for your business.
Here is a quick breakdown of each app you will find in your system and it’s purpose.
In addition to these apps which are special created for you, you can add any additional apps that you want for FREE!
This is where you will find a record of all the leads and requests which have been sent to your Flight Leads CRM system. You can track the status, follow up with leads, and even set reminders for yourself within this app.
Once you close a deal, you can push it here to have a spot for organizing more details related to your day of flying, such as the equipment you’ll need to take, what the weather looks like, etc.
Then when you are done flying, you can even add links to all of the assets collected for your flight, helping you stay as organized as possible.
This is where you can keep a record of all your gear. Get organized and understand what you have and what your assets are worth.
You could even set this up to track depreciation…then your ‘tax guy’ will love you!
Record your service offerings here so that they can be referenced on lead files to create accurate bids
This is where ALL of your contact info is stored. Leads and clients, professional contacts, or even your kids’ soccer coach…this is where you put a contacts info if you want to use it in this system.
This is where you can track info about others you work with on the organizational level.
From this app you can compose and send out a mass text message to a filtered list of people in your contacts app.
(free up to a max of 200 messages per month)
From this app you can compose and send out mass EMAILS to a filtered list of people in your contacts app.
Great for event reminders, the occasional promotion, or even business newsletters.
(just remember that nobody likes being Spammed. If you send out too much, the computer servers might start blocking your messages, so be careful)
This app will only ever have one item. It allows you to set some universal rules that are applied on various actions throughout the system.
Come here to choose if you want new leads to get automated texts or emails and other cool
This app is for reports and a few other cool features (like tracking the # of touchpoints for each lead.)
You’ll likely come here to look up some #’s and reports, but won’t need to edit or add anything manually.
Contact support@flightleadscrm.com if you would like to add and track more KPI events specific to your company.
There are a few apps that the system needs to use for data validation. You don’t need to use these directly, but we want to explain them here so you aren’t confused when you see them in your system.
INPUT – Leads (collaborate)
This app is used for raw data entry. Don’t make edits here or you might break the automated workflows behind the scenes. You should rarely (if ever) need to access this app directly.
This is where the info first comes if you fill out your “Enter a New Lead” webform
Thank you for your flight request. We will review these details and get back to you as soon as possible.
Want to build a page with an error such as this error message “Oops! Looks like you have a broken link here. Contact support@flightleads.com for help”
INPUT – Contacts
Nobody likes duplicates. That’s what this app is here to help you avoid. Again, this app is used for raw data entry and you should rarely if ever need to come here directly.
Don’t mess around with settings unless you know what you are doing! Lots of automated workflows are dependent on the data housed in this app.