Stop the CRM Chaos and Start Closing
Let’s be honest: The “Call List” is often the most dreaded part of a business owner’s day. You stare at a spreadsheet or a cluttered CRM list. You have to remember who these people are, why they called, and what you sold them three years ago. You click into a record, read a note, click back, lose your place, and eventually, you just go get another cup of coffee.
That friction kills sales. At Hello Gekko, we believe growing your business shouldn’t feel like chaos. Today, we are retiring the old “Callbacks” section and introducing a completely reimagined experience: Sales Flow.
What is Sales Flow?
Sales Flow is a high-focus, distraction-free “dialer mode” designed to keep you in the zone. Instead of a static list, Shogun (your Sales AI) builds an intelligent queue and serves up records one by one, giving you everything you need to close the deal on a single screen.
Why Flow Will Transform Your Routine
1. Intelligent Queues: Pick Your Mission
We don’t just dump contacts on you. When you enter Flow, you choose your mission:
- The Inbound Queue: This prioritizes active leads—people who are waiting to hear from you right now. It sorts them by urgency, ensuring you never leave a hot lead cold.
- The Reconnect: This is where the hidden money lies. Flow scans your database for past customers who haven’t ordered in a while, sorts them by Lifetime Value (LTV), and tees them up for you to reach out. It’s retention made easy.
2. The Unified Timeline (Context is King)
Have you ever called a lead only to realize you have no idea what their specific inquiry was about? In the old system, inquiry notes and contact notes were silos. In Flow, we have merged them into a Unified Timeline. You see exactly when they inquired, what they asked for, and every note you’ve taken historically—all in one chronological stream. You will never say, “Remind me what we talked about?” again.
3. Smart “Sticky” Navigation
We know you multitask. Sometimes you’re in the middle of a call list and need to jump to the Workshop to check a project status. Previously, if you left the page, you lost your spot. Not anymore. Flow features state caching. If you are on record #5 of 20 and you navigate away to check an invoice, when you click back to “Flow,” you will be right back exactly where you left off.
4. Zero-Friction Actions
We optimized the interface for maximum speed:
- One-Click Status: Mark a lead as “Trying to Reach” or “Connected” instantly.
- Order Peek: See a customer’s recent orders? Click one to see the items and prices without leaving the Flow screen.
- Quick Notes: Add a note while you talk and hit Enter. It saves instantly.
Ready to get in the zone?
Head over to the Sales Department and click the new Flow tab. Pick a queue, take a deep breath, and watch your productivity skyrocket. Let the Gekkos handle the chaos; you just handle the conversation.
New to Hello Gekko?
Stop fighting your CRM and start growing your business. Join the community of small business owners who are finding their flow and crushing their goals.
