Throughout the month of June we've been gathering user feedback on our recent product update and shipping some helpful improvements to these new features and more. Read on below for our latest changes from last month.
🔸 When connecting multiple mailboxes, you might’ve felt inundated with all these notifications from your email accounts. From now on, these notifications won't clutter your feed anymore — you can choose the email account you wish to receive notifications on new emails from.
🔸 You’re now able to create emails directly from a project or task. Each related message will be displayed in the activity feed of the appropriate record.
🔸 Email module’s administrators can now edit and delete email templates.
🔸 Now each email has comments, so you can quickly leave a note or solve any issue with your teammate within a few seconds.
🔸 You can now specify multiple email addresses for a single contact or company and keep all your emails in one record (beta).
🔸 We’ve added distribution queue for opportunities that are automatically created from new emails. All you need to do is to select your team members — the opportunities will be automatically assigned to them one by one when you receive an email from a new sender.
🔸 We’ve received some great feedback regarding our new activity feed in the opportunities, so we have added it to the contact/organization record as well. It's greatly simplified the process of viewing the current and overdue tasks and events, as well as planning new ones.
🔸 Opportunity collaborators with the "Employee" permission are now able to filter the opportunities by an assignee.
🔸 The name of the PDF file is now generated from the name of the invoice. Thus, when downloading an invoice you can always find it on your device within a few seconds.
🔸 We’ve added "Code" column to the list of products and services which provides you with better search capabilities within products.Read More
We’re pleased to announce the rollout of Email Integration. From now on, you can synchronize Flowlu with your mailboxes and manage all your messages in one place—no more jumping between mailboxes! Flowlu lets you connect to Gmail, Outlook or via IMAP.
All Emails in One Place
Link your emails to your contacts, opportunities, tasks or projects, so you'll have a full overview of everything that's happening in one place. You will be able to look at a particular opportunity or contact and see all emails associated with that opportunity or person at-a-glance.
Create email templates and send messages to companies and people faster. Utilize variables to auto-fill with specific data about the corresponding recipient, such as the opportunity stage or client name. Create a customized signature for each mailbox that will be appended to the end of each email you send from Flowlu.
If you want to see if the customer or lead have opened or clicked on an email, use our tracking feature to get insight into the performance of your emails. Get real-time notifications as soon as a customer opens your email or clicked on any links.
Automatically create opportunities and contacts when you receive an email from someone who isn't a contact yet. If an existing contact already has one active opportunity, the email will be automatically attached to it, and if there are no opportunities yet, a new one will be created. From now on, you will never miss out a prospect or opportunity in emails.
The connected mailbox will only be available to its owner. If necessary, you can always grant permissions to your personal mailbox to other teammates to collaborate on emails simultaneously.
Visit our Knowledge base to learn how to set up email integration and other brand new enhancements that make it easier to automate your customer management.Read More
We’re excited to announce that we’ve given the opportunity record a major upgrade. The new design and features make the opportunity more delightful to use and bring more context to customer management. This product update is going to simplify your opportunity management and accelerate sales productivity. Here are some of the most notable changes:
Redesigned Opportunity Record
In the past, due to the two different view types, the opportunity looked a bit cluttered. With our redesign, it got a simpler interface and now looks like a contact or organization record with separate sections. You can now easily track all client information and interaction — issued invoices and estimates, scheduled tasks and events, sent emails and stage updates.
Now all past and upcoming activities from your opportunity process are logged at one single spot. The feed shows activities relating to the opportunity chronologically, with the latest activity at the top. You can learn key information any time and evaluate your sales processes, e.g. what is planned to do, what has already been done, stage or assignee updates, etc. All overdue activities are shown at the top of the feed, therefore, the manager can efficiently prioritize next steps. You can create a new task, schedule an event or send an email from the feed within seconds.
From now on, you can finally add collaborators to your opportunity to manage one opportunity with your teammates. Choose one manager as a responsible person and assign other colleagues as collaborators to let them stay informed on changes. The collaborators can view the opportunity, discuss important details in comments, and receive notifications when the opportunity is updated.
Extra: Many users have asked us to add an option, with which they could prevent teammates from deleting their opportunities. So now you can prohibit the deletion of opportunities to all users with "Employee" access right in the CRM settings.Read More
If your company has a large group of employees or a high turnover, it usually takes a lot of time to assign permissions to each new or existing user. With the brand new user roles feature, you can easily categorize staff and bulk assign user permissions. Grant permissions for new teammates or update access rights for existing users all at once within a few seconds. Flowlu allows you to create an unlimited number of roles with their own names and set of permissions.
Learn more about the roles in our knowledge base.Read More
While working on our big updates (just around the corner) we also shipped a number of minor improvements based on your feedback and fixed a few bugs. Here’s a quick roundup of everything that’s new:
🔹When you upload files to the opportunity and then turn it into a project, now all the opportunity files will be displayed in this project.
🔹We added a custom invoice template for Germany. You can now easily issue and send invoices to your German clients.
🔹We added a filter by task priority to the kanban board in projects.
🔹When you change the project name, the name of the project chat is now also changed.
🔹In project transactions, you can now display the "CRM Account" column.
🔹We’ve added a new “Manually Added" column to the timesheets. Now when exporting the time tracking data, you can easily find out if the time record was added manually.
🔹The "Source" column is now displayed in the archived opportunities.
🔹We updated an external invoice page design.
🔹Fixed: Sometimes new tasks were not created when changing the stage in a project based on a workflow.
🔹Fixed: An unallocated amount could be categorized into the estimated project expense even though this cost was not planned.Read More
At these challenging times, it's now more crucial than ever for teams around the world to speed up their transition to remote work and continue to stay highly productive and efficient. And you can both facilitate their transition to new working environment and at the same time generate new revenue for yourself by signing up for Flowlu Affiliate Program and promoting your business management tool for remote collaboration.
For more details, please visit our website.Read More