ScoutflowScoutflow

Follow up faster. Keep leads moving.

Give your team one place to manage leads, reply to messages, and book appointments. Scoutflow CRM automates routine text and email follow-up. We handle CRM setup, training, and support.

  1. Lead capturedContact details in one place

    Ready for your team

  2. Follow-up sentAutomated texts & emails

    Keep the conversation moving

  3. Appointment bookedConnected to your calendar

    Confirmation & reminders

Talk through your follow-upSee how it works
Jordan’s inquiry
Website form submission
9:00 AM
Contact details saved
Follow-Up Sent
Reply sent by text
9:01 AM
Booking link sent
Appointment Booked
Synced to calendar
9:05 AM
Tuesday · 10:30 AM

Software, setup & support

A CRM your team
can put to work

We set up Scoutflow around how you handle leads, from the first inquiry to the next appointment. See how Mako Loans uses CRM and automated borrower follow-up in its lending workflow.

The tools in one place

Scoutflow CRM includes a shared inbox, contact records, booking, and a pipeline for tracking leads.

The setup handled

We connect your lead sources and set up your sales stages, automated messages, and booking calendar.

Help from real people

We bring over your contacts, train your team, and help with questions as you start using the CRM.

From inquiry to next step

One inquiry. A clear path forward.

See how a website inquiry becomes a conversation, a booked call, and a proposal in this example with Jordan.

One connected inbox
WebsitePhoneSocial
A home for every conversation
JM
Jordan MillerWebsite inquiry
Just in

“Could we book a call to discuss your services?”

Contact saved · Conversation linked
AM
Alex Morgan Missed call
15m
TR
Taylor Reed Thanks — Tuesday works.
1h
Your team is in the loopJordan’s inquiry is ready for a reply.
Every channel, one place
Capture

Find the conversation in one inbox

See inquiries from your connected website, phone, and social channels alongside each contact’s details. Your team can pick up the conversation without hunting through apps.

Website Forms
Instantly synced
Calls & Texts
Logged automatically
Social DMs
FB & IG messages
Ad Leads
Google & Meta forms
Follow up

Automated text & email follow-up

Set up replies and reminders for missed calls, new inquiries, and leads that go quiet. You choose the messages and timing, and your team takes over when needed.

Instant Text-Back
For missed calls
Email Sequences
Stay in touch over time
Follow-Up Reminders
Prompt the next reply
Re-engagement
Reconnect with past inquiries
A timely first reply
JM
Jordan MillerWebsite inquiry
SMS
Jordan · Just now

Could we book a call to discuss your services?

Preparing a reply
Automatic reply

Hi Jordan, happy to help. Find a time that works for you below.

Choose a timeDelivered
A follow-up is already plannedTomorrow, if Jordan hasn’t replied.
A customer gets in touch
From reply to booked
Let’s talk about your business 30-minute discovery call
November2026
Tue, Nov 24
9:00 AM
10:30 AM
2:00 PM
Eastern time
A few clicks. No back-and-forth.
TUE24
You’re booked, Jordan.Discovery call · 10:30 AMAdded to your calendar
A reminder will arrive before the call.
A time that works for both of you
Book

Make it easy to book a time

Send a booking link so leads can choose an available time from a text or email. Confirmations and reminders go out automatically.

Online Booking
Let customers choose a time
2-Way Sync
Google & Outlook
Auto-Reminders
Before the appointment
No-Show Follow-Up
Invite customers to rebook
Track

See who needs a follow-up

Track leads from new inquiry to proposal and decision. See where each opportunity stands and what your team needs to do next.

Visual Pipeline
Drag-and-drop boards
Quote Reminders
Follow up on open quotes
Value Tracking
See potential revenue
Win/Loss Reports
Know your close rate
Every lead has a next step
Active opportunitiesAll changes saved
NewIn progressProposal
JMJordan MillerWebsite inquiryNew inquiry
Call logged
Follow up on the proposalYour team · Tomorrow
SF
A new opportunity, ready to follow

Fewer disconnected tools

The whole conversation.
One place to find it.

When a lead replies, your team can see the messages, notes, and appointments that came before. Spend less time piecing together the history and more time helping the customer.

When everything lives separately

Your team fills the gaps

  • Contacts in one app. Conversations in another.
  • Booking details copied between calendars.
  • Follow-up reminders held in someone’s head.
  • Reports that don’t tell the whole story.
Connected with Scoutflow

One place to keep things moving

Customer recordsTexts & emailsAppointmentsAutomated follow-upNotes & next actionsPipeline & reporting

The customer’s history stays with the conversation.

Automate the reminders. Keep your team in the conversation.

Talk through your follow-up
The onboarding process

Your CRM built for you in about 3–4 weeks

Week 1Mapping
Week 2Build & Train
Week 3-4Launch
OngoingSupport

Map your process

We review where inquiries come from, how you respond, and where follow-up gets missed.

Configure Scoutflow

We configure your Scoutflow workspace, connect your lead sources, and import your contacts.

Train your team

Your team learns to reply to inquiries, manage appointments, and track leads in the CRM.

Launch + support

Start using Scoutflow with your team. We help with questions and adjustments as you settle in.

Frequently asked questions

CRM & follow-up questions

Can't find what you're looking for? Call or text us at (315) 234-2851.

No. You get Scoutflow’s CRM as part of our service. It includes contacts, conversations, pipelines, booking, and automated follow-up. We configure our platform for your business and train your team to use it. You do not need to purchase a separate CRM.

Pricing covers Scoutflow CRM and the configuration and support your business needs. We explain onboarding costs, ongoing service costs, and any messaging usage charges in your proposal before you commit.

There will be a new workflow to learn. We handle the technical setup and train your team on the parts they use: replying to inquiries, updating opportunities, and managing appointments. We build around your process to keep that transition manageable.

Scoutflow CRM brings together contact management, a shared inbox, sales pipelines, text and email follow-up, and appointment booking. We configure the platform and train your team. Your proposal details the integrations, migration, reporting, and ongoing support included.

Yes. We provide full data migration services. We will export your existing contacts, leads, and customer data from your current software or spreadsheets, clean the data, and securely import it into Scoutflow CRM.

When a call goes unanswered, a configured workflow can send a text acknowledging the inquiry and offering a next step. Your team can then continue the conversation from the shared inbox.

We agree on the triggers, messages, timing, and handoff rules with you. A connected inquiry can receive a reply, booking link, or reminder. Follow-up can stop or change when someone replies or books, so your team stays in control.

We review your specific tools first. Some connect directly; others need a connector or custom setup. We confirm what data can move, how often it syncs, and any extra costs or limitations before building.

Getting your Scoutflow CRM workspace ready typically takes 3–4 weeks. We map your process, configure the platform, connect lead sources, migrate contacts, and train your team before launch.

We’ll discuss what you use today and whether moving to Scoutflow makes sense. If it does, we plan the contact migration and review the tools that need to connect to Scoutflow before you switch.
You might also need

Connect Scoutflow CRM to the rest of your marketing

Facebook & Google Ads

Reach people looking for the services you offer.

Learn more

Call & Lead Tracking

See which campaigns bring in calls and inquiries.

Learn more

AI Receptionist

Help callers get a response when your team is busy.

Learn more

Start with your follow-up

Where does your
follow-up get stuck?

Tell us what’s getting missed. We’ll talk through how Scoutflow could help, what setup involves, and what it would cost.

Step 1 of 2 · Your follow-up

What’s slowing your follow-up?

Pick the closest fit to start the conversation.

What we’ll talk through

  • How inquiries reach your business
  • How Scoutflow CRM fits your workflow
  • What’s included and what it costs

Start with what’s slowing your team down. We’ll work through the details together.

(315) 234-2851