Streamline your sales processes and turn each opportunity into successful projects
Every sales lead is a potential revenue-generating opportunity that should be properly tracked and nurtured. Flowlu CRM tools ensure that your sales leads are properly guided towards a probable outcome of sales planning. Easily manage the business prospects in your sales funnel, track new sales opportunities and have effective lead generation.
Easily access your entire mailbox inside Flowlu and track your email communication in one single place. Send emails to your contacts directly from Flowlu and get notified if your clients open your email or click on any links. Link your emails to projects, tasks, contacts or opportunities and gain a full overview of everything that's happening with your customer at a glance.
Automate repetitive actions, reduce errors and simplify your sales processes. With the automation rules, there is no need to manually set the follow-up tasks, create projects or send emails. Instead, you can set up Flowlu to run your processes automatically, ensuring no crucial steps are missed so you and your teammates can focus on what matters.
Set up tasks to monitor things like ‘to-dos’ or follow-ups, delegate them to your team members, schedule meetings in a single click, keep a record of meeting notes or phone calls by lead or CRM account to stay on track. Tasks and events are linked to the opportunity’s page so that their information is always just a click away.
Instant view of the sales funnel gives you a clear picture of your company’s sales performance. Evaluate the efficiency of sales on each of the stages, assess sales conversion rate, identify loss reasons and address them. Create and manage multiple pipelines if you have several kinds of products with different sales processes and scenarios.
Capture leads and gather feedback from website visitors directly into Flowlu once they complete a webform. These forms are easily accessible in Flowlu to help you collect relevant information within or outside your company. Automatically generate opportunities in CRM and effortlessly convert your website visitors into leads!
Gain a clear overview of your entire sales process on a visual Kanban board. Quickly see how many opportunities are in each stage, filter by their date or budget, see opportunity progress and instantly identify how much they’re worth. Easily manage your opportunities by dragging and dropping them into any stage. Determine the opportunities you need to focus on right away!
Get complete information about your customers with contact and organization records, e.g. projects or opportunities they’re involved in, tasks and appointments scheduled with them, issued invoices and estimates, personal information, attached files and notes. Quickly learn how they’ve interacted with your product, plan new activities in a couple of clicks and build lasting relationships with your customers!
In Flowlu, you can add different types of custom fields to your opportunities or CRM accounts and include any additional information you need. Specify terms or discounts for the customer, add information about the delivery, enter a birthdate of your contact, etc. Filter your opportunities and contacts by information specific to your business. Capture and store unique data about your contacts and add more context about your customers!
Keep up to date by getting notified when customers interact with your business. Avoid cluttering your feed with unnecessary notifications—use intuitive settings to choose the updates to follow. Get the notifications that matter most and view only those notifications that require your action.
Use comments to easily collaborate on your opportunities, leave notes, attach files and provide updates. If you want to draw your colleagues’ attention to a particular opportunity or a contact, @tag them in a comment to discuss important details and share ideas. Request a response from your colleagues if you need their expert assistance or urgent response.
Flowlu CRM allows you to instantly create and manage professional invoices. Customer data from the Flowlu CRM are automatically inserted into an invoice once you select the appropriate contact or opportunity. Automate and enhance invoicing processes while creating strong relationships with clients! Learn more...