Sales Features

Ensure leads don’t fall through the cracks. Easily filter and segment leads based on their entry point, when they were last contacted, trial attendance and more.

Track and record every step in your sales process in Glofox so that leads have a consistent experience and follow-up is seamless from one employee to the next.

You’ll no longer have to juggle multiple spreadsheets. From the Glofox dashboard you can organise your sales pipeline and convert more leads into members.

Create tasks, set due dates, connect them to specific leads or clients, and assign them to staff members.

Automatically create tasks like follow-up calls or birthday reminders as a workflow step.

Track total tasks created, completed tasks, and overdue tasks. Monitor overall as well as individual staff performance.

One of the most efficient ways to convert new leads into members is to personalise communications to their behaviour. You need a balanced approach to make them feel valued without pressuring them. The Interaction Timeline allows you to view your member’s interaction history with your brand and tailor personal follow-up messages.

A lead interaction timeline will log how your trainers and staff interact with new leads. You can quickly see who they spoke with, what was discussed and when. From here, you can decide what action to take next, whether they need a follow-up or if they’ve already signed up for a membership once their trial ends.

Having access to detailed information on your customers will allow you to create an efficient sales pipeline, enabling you to engage potential new members.

Knowing your customers’ journeys will help you create a personalised communications plan and drive more revenue.