Our lead management routing tools actively route true leads to sales and brokers.

Sourceflow Sales streamlines the sales process.

Focus only on those leads that can turn into sales.


Provide Personalized Quotes to your Prospects making it easy to understand what they are buying.

Sourceflow Sales Quoting Tools

Our Proven system simplifies the sales process and creates more sales.


Our 1-Stop Personalized Portals provide all the relevant information your customers need.

Sourceflow Sales increases customer satisfaction.

Give your customers 1 place of reference for all of their purchasing decisions and save money on wasted collateral and care for our Earth.

“After reviewing the results from the past quarter, I am pleased to say Sourceflow team wildly exceeded our expectations.”

— Vice President, Telesales, National Health Insurance Company

What We Offer


With over 60 years combined experience, our team has a unique lean approach to client engagement. Working as a team we help drive sound decisions focusing on:

  • Marketing Strategy

  • Lead Generation

  • Lead Management

  • Client Engagement

  • Personalized Marketing

  • Proposal Automation

  • Renewal Automation


Our Platform of products are unique in the marketplace with a customer-first approach:

  • Call Center Lead Management

  • Personalized Marketing Sites

  • Personalized Proposal and Sales Sites

  • Personalized Welcoming Sites


We have a team of dedicated Ninja Programmers and Engineers ready to support our clients specializing in:

  • Cloud-Based Applications

  • Mobile Apps

  • Salesforce Integration

  • Marketing Integration

Our Clients

Our Executive Team

Brendan O'ConnellCEO
Brendan is a pioneer In the industry, creating innovative interactive solutions for marketing, sales and customer service since 1994. From integrating online efficiency with traditional channels to data-driven online direct marketing, he drives new ideas and our delivery of increased sales at lower costs.

Brendan specializes in Healthcare, Financial and Telecommunications industries. His experience working with the three largest Health Insurers in the United States, GenRe, AT&T, and Web E-Commerce pioneers have honed Sourceflow Sales’ consulting services and outstanding product delivery. Brendan’s work has been nationally recognized and received numerous awards, including the Direct Marketing Association Gold Echo.

Luke MiddletonChief Technology Officer
Since the early nineties, Luke has developed advanced technology solutions for corporate enterprise systems, desktop applications, and the Web for numerous Fortune 500 and high-tech companies. Luke’s broad knowledge in digital production comes from his years developing corporate websites and extranets, online stores, integrated call-center systems and detailed reporting systems. Luke oversees our technical development team and technical consultants.
Lori MiddletonCreative Director
Lori’s industry leadership includes the design and management of big branding sites including global redesigns and ad campaigns for clients including AOL, Citi, JCPenney, AT&T, GE, WeightWatchers, Philips, Kodak, and Anthem Blue Cross and Blue Shield. She is a graduate of the California Institute of the Arts in Graphic Design. She loves her job and looks forward to each new challenge.

Lori has won numerous prestigious awards for her work, including the Gold Cannes Cyberlion. Lori oversees our team of graphic designers, copywriters, and information architects.

Request a Demo

Sourceflow Sales helps agents and sales teams sell more and close faster.

Expertise Consulting, Success-Proven Products and Services for supporting our clients' specific goals.
Request a Demo