What's new on Flowlu

All-in-one business operating software for project, task, finance and customer management.

New
October 11, 2021

Integrate Flowlu with Calendly to Create Events and Opportunities From Your Scheduled Meetings 🗓️

Set up a brand new integration with Calendly and manage all your scheduled bookings right from your Flowlu account. When a prospect books a meeting with your company using Calendly, Flowlu automatically creates a new event, contact, company or opportunity. Then, all you have to do is log the meeting’s outcome to the event or opportunity record.

With the new integration, all events will be recorded in Flowlu, which will help to automate lead management, save your sales reps' time and ensure that your team always has up-to-date and accurate information on planned activities!

Find the detailed guidelines in our knowledge base.

New
September 24, 2021

New Integration: Capture Leads from Tilda Forms Directly Into Your Sales Funnel ✏️✨

Integrate Flowlu with Tilda and automatically collect website visitors from lead capture forms into your CRM. Once they fill out a form, Tilda pushes this information to Flowlu. All the details you choose to gather will automatically be imported into your Flowlu account as opportunities, contacts and organizations. Manage your lead data more seamlessly and efficiently!

Check out our Knowledge Base to learn how to set up this integration.

Improvement
September 06, 2021

Email Contacts and New Filter for Tasks

✔️ 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.

New
June 08, 2021

Collaborators and multiple task assignees

Task management becomes more transparent and productive.

Task assignment to several employees

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.

Collaborators in tasks

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).

User roles in tasks

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!

All new features can be found in task templates and project workflow

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.

Improved task creation interface

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.

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