Getting Started with the Mobile App

The Flowlu mobile app is designed to help you manage your business operations when you are away from your computer. It provides access to the main modules, allowing you to stay connected with your team and manage key processes on the go.

This article provides a general overview of the mobile app's capabilities.

Key Modules

The mobile application gives you access to the core modules of your Flowlu portal:

• CRM: Manage your contacts, organizations, and sales opportunities. You can view customer information, track the progress of deals, and add new records directly from your phone.
• Tasks: Create, view, and manage your personal and team tasks. You can track deadlines, change statuses, and leave comments to keep your work organized.
• Projects: Monitor the progress of your projects. The app allows you to view project summaries, track finances, manage related tasks, and collaborate with your team.
• Finance: Handle financial documents and track transactions. You can create and send invoices, manage estimates, and record revenue or expenses.

Main Features

Using the mobile app offers several practical advantages for managing your work remotely:

• Instant Access to Information: All your critical business data is available directly from your mobile device.
• Real-time Notifications: Receive push notifications for important events, such as new task assignments, comments, or status updates on deals and projects.
• Prompt Communication: Quickly respond to customer inquiries or team messages, ensuring that workflows do not stall while you are out of the office.

To learn more about specific functions, please refer to the other articles in this section of the Help Center.