We've taken CRM to a whole new level to let you automate repetitive actions, reduce errors and simplify your processes. Meet the brand-new automation rules! With the automation rules, there is no need to manually set the follow-up tasks, or ask a teammate to create a new project when the opportunity is won. Instead, you can set up Flowlu to run your processes automatically, ensuring no crucial steps are missed so you and your colleagues can focus on what matters.
What is an automation rule? When an opportunity’s stage changes, this triggers the execution of an automation rule which includes things like creating tasks, sending notifications or scheduling events. The automation rules allow you to build scenarios for your opportunities and let your business run itself.
Setting up an automation rule is super easy and doesn’t involve coding. With automation, you can work smarter and automate the whole customer journey, from lead to order. Rely on automation to distribute tasks or schedule events for your team so that your sales reps always have complete clarity on what the next action is.
In each opportunity’s record, you can see the workflow of a particular opportunity and instantly determine what actions have already been performed and what is planned to be done.
Want to learn how to set up automation? Check out our Knowledge base.
In addition to automation, we’ve updated our Opportunity board. You can now create a sales funnel right on the kanban board — add new stages, edit or delete unnecessary ones, or change their sequence. No need to go into the system settings anymore!
Do your sales reps need to see only the opportunities with activities planned for today? Do you need to view all opportunities that have no scheduled tasks or events at all? Or, want to see the opportunities with overdue activities solely? You can do all of that with new saved filters. Easily determine what requires your attention most in just one single click.
P.S. Love the new update? We would appreciate it if you shared your experience in a quick review on Capterra 😍Read More
Due to the popular demand, we’ve finally added the CSV-import option to the “Money” section. Say goodbye to manually entering the financial data, and save yourself some time. Now you can quickly and easily upload payments, expenses and transfers to manage your money in one single place. You can find a step-by-step instruction in our Knowledge Base.
🔸 In projects, you can now indicate a contact alongside a company when choosing a client. It means that you no longer have to create a separate custom field to display the contact person for that organization.
🔸 Several users have already noticed that the main tab of the project record has also changed, in particular, the section with the stages and milestones. With the yellow triangle sign, the teammate immediately sees if the closed stage has unchecked milestones. If the current stage is colored blue, it contains uncompleted milestones. When all project milestones are accomplished, the progress bar will turn turquoise.
🔸 If you manage finances for the projects, the Main tab may look rather cluttered. We decided to let you choose whether you want to display finances on the main page or only in the “Finance” section. All you need to do is go to the System Settings > Projects and check (or uncheck) the appropriate option.
🔸 When you create a customer from an opportunity or a project, you can now immediately identify the assignee. As a result, your teammates with the “Employee” access level to the CRM module will always be able to enter the information to the records of their clients.
🔸 You can now display the “Last comment” column in the Invoices to discover the latest information in a few seconds without going into each invoice separately.
🔸 In the settings of the email account in the “Folder Preferences” section, you can now determine in which folder the deleted messages should be moved.
🔸 We've also made some improvements to the invoice custom templates. You can now choose to include the currency symbol alongside the amount instead of the currency code.
🔸 In the mobile app, the project record and the list of projects have also been improved and redesigned. Now they’re more intuitive and provide faster access to all of the information that matter the most to you.
That’s not all ... Stay tuned for more news as one of the most requested features is just around the corner 🎁Read More
Nowadays, the teams around the world are transforming the way they collaborate and work together. We decided to support companies in adapting to the new, more agile work environment and released a fresh update for our mobile app. It is now faster and more stable on your phone, and also has new capabilities, which will greatly facilitate working remotely or with limited computer access. Here’s a list of the notable improvements:
The most requested, the financial module is finally available in your mobile app! Now you can view your money, invoices and estimates on the go and always be aware of your business financial performance.
With the new invoice/estimate record, you can access all the necessary data, attach a file or leave a comment to a teammate in a few seconds. The payment/expense record now displays information about the payer/payee and the date of payment, category, as well as a list of transactions to this document.
Now you can also manage your emails directly from Flowlu mobile app. Promptly respond to your customers and solve urgent matters with your team members!
Due to the popular demand, we’ve added Agile Module to the mobile app. You can now access backlog and track tasks in real-time from anywhere in the world.
We’ve also made some small changes to your overall mobile experience. The filters are now available almost in all sections of your mobile app. Plus, when you need to edit or delete a record in the list of contacts/organizations, simply swipe it to the left.
The new functionality is currently available in beta. Our dev team will be adding even more great features to the mobile app, so stay tuned!
We continued to enhance the Email module by shipping new useful features. If the email does not require any further action such as to reply, forward, etc., you can now mark it as completed. Therefore, it will not be displayed in the 'Planned' section in the activity feed of the opportunity/contact which lets you focus on the things that matter most.
In account settings, you can now assign folders for sent and completed emails. Also, you can now move emails to any folder you need directly from its record.
🔹 You can now attach a file to the product/service record to add an image or any documentation to your product.
🔹 We've made some changes to the Notification Feed interface and it is now clearer which notifications you are viewing — All or Only Important ;)Read More
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.
🔸 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