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.
If you often assign simple tasks that do not require approval after their completion, we’ve now got a solution for you! Deactivate the “Task approval” option in the “Tasks” module's settings. As a result, the tasks won’t need the owner’s approval and can be moved straight to the “Completed” stage. If you need to assign a task that requires approval, you can always enable this option for a specific task.
This feature might come in handy if it is only the assignee who can estimate the deadline for the task. Both options are available in the mobile app.
List of all CRM activities
We‘ve added a new section to the CRM module where you can quickly access the whole list of activities for your opportunities. Scheduled, completed or overdue events, opportunity's tasks — they are all now displayed in one single place. Using the predefined sets of filters such as “Today’s activities”, “No activities”, “Overdue activities”, you can easily find activities that require your attention most. You can also set up your own filter, and, for example, quickly find the activities for a certain assignee for the particular time.
It is now easier to track overdue events in the calendar. From now on they are highlighted in red, and the completed tasks are crossed out.
We've also significantly redesigned our main menu — now there is a sidebar design option aimed to simplify your account navigation. Also, you can now minimize or expand the menu by clicking on the button next to Flowlu (or your own) logo.
We are excited to announce that we’ve added even more features to the mobile app:
Here's another round of product updates, with a special emphasis on improving the capabilities of the Automation:
When creating a new automation rule, you can now choose certain conditions that must be met so your action will be performed. For instance, your automation rule will run only if the opportunity’s value is greater than $10.000. In Flowlu, you can combine multiple conditions to make your automation rules more selective.
Now the whole automation rule process takes four simple steps:
✔️ Select the action that will be performed automatically.
✔️Add time criteria to trigger the rule.
✔️Set up conditions.
✔️ Enjoy your effortless work.
We’re excited to announce the release of three additional automation actions so you can save yourself more time, improve efficiency and concentrate on things that make your business grow. With Flowlu’s automation, you can now send an email to the customer when its associated opportunity has moved into a specific stage in your sales funnel. You can also create a new project or update opportunity's fields when the opportunity changes the stage and all the specified conditions are met.
New automation actions support variables to automatically place data provided in an opportunity. For example, using the variables, you can send an email to the customer with the opportunity name as a subject.
New Applications for Automation Rules include:
And much more.
Automation rules help you to follow a clear, predefined workflow effortlessly. It lets your team save a significant amount of time, automate manual work, reduce errors, and have more time to focus on customer work.
Our workspaces have been significantly redesigned and streamlined. We’ve made this module faster and easier to use. What else? Tasks can now be displayed as a kanban board which helps you gain a clear overview of your task progress within the workspace. The user roles are now available in the workspace, so you no longer have to set up permissions for each user separately. For example, you can add all sales reps to the Sales Department workspace with one click, and all key information will be in a single place.
If you have any thoughts or suggestions on what Flowlu future automation rules should do, please share your feedback via the live chat. We’d love to learn more about the things you want to accomplish with our automation features.
✔️ We have updated the Work Structure section for projects in the web and mobile versions. It is now more intuitive, straightforward and less cluttered. This section displays the list of stages, milestones and tasks and helps you at a glance view the amount of work required to complete a project ensuring nothing is skipped.
Color of the checkbox next to the tasks indicates their stage. It matches to the color of the task stage on the Kanban board in the project:
By the way, check out our recent blog post to learn more on the work breakdown structure and its benefits for your business.
✔️ We've released complete and handy API documentation for developers. Now it is much easier to set up data exchange between Flowlu and your application or website.
✔️ We’ve added the ability to display favorite filters right on the opportunity board. To do this, simply create your filter with several conditions, e.g. the opportunities received from email over a certain period of time. Next, mark this filter as your favorite. It will be displayed on the opportunity board with an indicator that shows how many opportunities on this funnel fit the specified parameters.
✔️ There is a new type of custom field available — decimal number. Utilize it to capture more context about your clients, opportunities or projects.
✔️ We’ve made some slight changes to opportunity card appearance on the Kanban board. The card now displays the start and end dates of an opportunity as well as information about whether there are any activities planned or missed.
✔️ The title, or honorific, specified in the client record, for example, “Mr. John Smith”, can now be automatically placed using new variable when sending invoices or estimates.
✔️ A few users reached out to let us know that the logo in the signature does not show up when sending an email from inside Flowlu. We’re happy to report that this is fixed now!
P.S. We continue to gather your use cases of automation in the opportunities. Your feedback is highly appreciated and will impact the further development of this functionality. Looking forward to your helpful comments and suggestions 😊
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 🎁
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 ;)