How the Founders Use Interflow (and Their Favorite Features)

One of the best parts about Interflow CRM? It wasn’t created by a faceless tech team. It was built by real women running real businesses—just like you.

In this special spotlight, we’re pulling back the curtain so you can see exactly how Jenn, Sarah, and Jill use Interflow in their own businesses.

📈 Jenn’s Favorite Feature: Forms & Surveys

Business Consultant

"Using forms and surveys in Interflow has truly supported my business by streamlining lead capture and giving me crystal-clear insight into what my audience really needs. It’s not just data—it’s a direct line to smarter decisions, stronger connections, and faster growth."

Jenn uses forms for:

• Pre-call questionnaires for new leads

• Client intake forms

• Feedback and testimonial collection

• Content surveys to shape her future offers

Why it works: Forms instantly feed into her CRM, segment her audience, and trigger workflows to personalize her outreach.

🛠️ Sarah’s Favorite Feature: Opportunities & Pipelines

Website Designer + SEO Strategist

"Opportunities and pipelines are a game changer for me. As a website designer, I like to have multiple pipelines—one to manage leads, one to manage open website projects, and one to manage SEO services. It allows me to take notes from my introductory calls and pull them into a new opportunity, and track project status and meeting conversations. Nothing falls through the cracks with this method!"

Sarah’s setup includes:

• Visual sales pipeline for lead tracking

• Custom project pipelines to track build stages

• SEO follow-up flows built into each stage

Why it works: She can move clients through every stage of the process without relying on memory or scattered notes.

📅 Jill’s Favorite Feature: Social Planner + Workflow Integration

Organic Marketing Strategist + Social Media Pro

"The social planner in the marketing tab is my favorite. Meta Business only allows scheduling for Instagram and Facebook, but now scheduling can be done across multiple platforms including TikTok, YouTube, Google Business Profile, LinkedIn, and Pinterest—all from one place! AND social posts can be tied into workflows triggering automations to save you time and avoid manual tasks, boosting effectiveness and potential for promotions!"

Jill uses it to:

• Plan and publish cross-platform content from one dashboard

• Tie posts into lead capture workflows

• Trigger automations based on social engagement

Why it works: It helps her manage more content in less time—and every post has a strategic backend flow.

🌟 Want to Work Like a Founder?

Every feature in Interflow was chosen because it solved a real-world challenge. Whether you're a coach, creative, or service provider, these tools can work for you too.

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