✔️ The Email module has now got a new section that displays email contacts and associated CRM contacts. Use this tab to rename the email contact or block it.
✔️ Now there is a new filter for the tasks on the kanban board. You can display only those tasks, where a certain user is an assignee OR a collaborator. This comes in handy if you want to see all tasks your coworker is working on at the moment (not only as an assignee).
✔️ Earlier, when you replied to an email, the sender email was always placed to the 'To' field even if there is another 'Reply To' email. From now on, if a separate 'Reply To' email is specified, it will be automatically placed instead of the Sender's email.
✔️ We've fixed the search of CRM accounts when sending an email. Now a user sees only those contacts and organizations to which he/she has access.
It's time we highlight some brief updates on new features and product improvements for July and August:
Say goodbye to constantly searching for the duplicates manually — meet new duplicate management feature to help you keep a clean customer database! Flowlu will find identical contacts or companies and merge several CRM records into one for all duplicates within seconds.
You can now invite your coworkers by email in bulk or by sharing a link. All email invitations now have their own tab in the User Management section. The email invites can be cancelled or resent to your teammates.
From now on, you can link estimates not only to opportunities but also to projects. All project-related estimates will be stored on the project page under the "Finance" tab.
Now the subtasks are displayed under the parent task on its card on the kanban board. To see all of the related subtasks, just click the corresponding button on the main task card, and expand the list.
KonnectzIT has now joined the list of no-code platforms available for Flowlu users. It lets you build automated integration workflow between web apps. With KonnectzIT, you can set up integration with apps like Marquiz, MailChimp, Slack and 350+ other popular online applications.
Task management becomes more transparent and productive.
Need to assign the same task to several employees? Create a task, assign several responsible people — several tasks will be automatically created for each of these assignees.
Even if only one person can be responsible for a task, there are many employees who can help in completing a difficult task. Add collaborators to the task, they will get a notification and see the task in the “I am a collaborator” folder.
Collaborators have the same access rights to the task as assignees. They can move tasks to the next stage, create/add subtasks, a checklist, leave comments, set time tracker, change the deadline (if such an option is checked in the Task settings).
Use the user roles when assigning several responsible people, collaborators and followers in order to quickly set tasks. For example, setting the task "Prepare a report" for each sales manager can now be easily done in a couple of clicks!
Subtasks, multiple assignees and collaborators are now available in Task Templates and Project Workflows. Add participants and subtask in advance to the template/workflow and create new ones quickly.
We customized and left only the most important features on the Task page in order to make it easier for you to create new ones. All other options can be found in the “More Settings” tab.
Try new features now and simplify your team’s work with Flowlu.
Up to now, all invoices, estimates, invitations, etc. were sent from Flowlu internal address by default. Not anymore! From now on, you can customize this email address and send such emails using your own email domain.
What messages can now be sent from your own email domain?
If you want to send an email using your own email domain, you need to verify your domain. This will show the email clients that we send messages with your permission. Read more on how to validate your domain.
Please note that this functionality is available only to Business, Professional and Enterprise account users.
This is finally happening...You can now hide individual CRM contacts and organizations from other teammates/sales reps/etc. and ensure the privacy of your client database. We’ve just added an option to allow users with the Employee access level to see only those contacts and organizations they’re assigned to (owners).
CRM module administrators are still able to see and edit all the CRM records. The account admins can configure this option to make contacts and organizations private by going to the System Settings → CRM → Main Settings.
One more thing: you can now disable your users from seeing emails connected to projects, tasks, opportunities and CRM accounts. From now on, no need to worry that your colleagues will read something they are not supposed to. On the contrary, if this option is selected, the users will be able to view the emails linked to specific objects even if they cannot access the email account connected.
Now there's one more way to seamlessly integrate Flowlu with hundreds of apps including products like WooCommerce, Shopify and Mailchimp. With SyncSpider, you can create numerous custom workflows for your specific business and automate your daily operations.
What’s interesting is that SyncSpider is focused on eCommerce and marketing tool integrations which is a must-have if you want to guarantee a smooth buying experience for your customers.