Create a dedicated space to seamlessly share information and updates with your clients, freelancers and contractors. Invite your external users and determine what they should exactly see at the client portal using flexible permissions. Consolidate all information in one place and keep everyone connected!
We heard that many of you enjoyed our onboarding for learning how to use our platform. Now you can create your own customizable onboardings for coworkers or even clients and organize these step-by-step checklists the way you want.
With this new integration, you can now automatically export and import contacts between Flowlu and Mailchimp. For example, once a new contact is added to Flowlu, it will be automatically added to the Mailchimp campaign.
We’ve refined our built-in chat for team collaboration. It got a more modern look, you can also now create chat admins, see if your message is read and so much more.
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.
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.
✔️ 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.