CRM and Project Management
Use our powerful team task manager to create new tasks in seconds. Describe them, and assign them to your team. Set up to do lists to tell your team exactly what to do for every project. Watch your team work and see how close they are to completion.
Flowlu will analyze your sales and financial data as soon as you plug it in. You’ll receive several reports on the efficiency of each stage of your sales funnel. Know where you’re losing prospects and where your team can improve.
Use our CRM’s invoice feature to bill your customer directly from Flowlu. Use the cloud to organize invoices that still have to be paid from fulfilled ones. Never lose another invoice again. Have everything available online 24/7 for easy access.
Use Flowlu to track each project’s finances. You will know how much your different expenses are, and how much your client will pay you. See your profits per project and whether the margin is worth your time and resources.
Gain a clear real-time overview of everything you need to know about your project at glance. Instantly view project progress, key milestones and deadlines, budget status, estimated and spent time on tasks. Stay on top of your projects!
Use multiple project boards to manage different contracts at the same time. Plan everything out for each client, department, or business. Give your team a detailed list of tasks and objectives, and update each board as they work.
Time tracking lets you see how long you and your team members have worked on each project. Make sure your employees are charging you the right amount. Give your customers an accurate invoice including time spent on their project.
You’ll be able to share a help center for your customers. Your customers and users can view it anywhere on the internet, regardless of their device, the software they are using or the status of the information.
Connect your mailbox to Flowlu and send emails to your clients directly from your account. Associate your messages to tasks, contacts, projects or opportunities and track your customer interaction in one spot. Activate open and click tracking to assess the performance of your emails.
With Flowlu, you can build a secure digital hub for your client collaboration and relevant information exchange. Chat with your clients in real time, allocate tasks, demonstrate project progress, share company FAQ’s and guidelines, bill your customers and let them pay online from a portal’s interface. Configure flexible permissions and customize how your portal looks by adding a logo, brand colors and banner.
