Our online CRM lets you keep detailed to-do lists for every customer. You will know how soon you need to deliver their projects, and any special requirements they asked for. Tell your team how far along in your sales process each customer is and what still needs to be done.
Kanban boards let you optimize your work and company efficiency. Add leads to them to know exactly where each prospective customer is in your sales process. Separate fresh leads from recurring customers. Know who to follow up on and what part of your funnel can be improved.
Use our lead and contact management to keep detailed information on every possible customer. Know how far along in the sales process they are and who needs to be followed up on. Keep your customers happy and never forget to try a lead.
Create tasks for you or your team. These can range from important meetings to any little job. Flowlu reminds you that they’re coming up, and gives you enough notice to be prepared. Set reminders to get smaller jobs done or follow up on leads.
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.
Web forms let you turn your site’s visitors into leads. Gather information on prospective customers, and let visitors give feedback about your website. Web forms give customers the ability to leave you requests and comments. The more data you have, the easier it is to optimize your sales process.
Flowlu’s contact management let you keep all your important client data on the cloud. Know exactly who each contact is, who he works for, and what projects or services you need to deliver to him. Have everything available for you and your team 24/7.
Our multiple sales pipelines let you separate your sales by workflow or product. Have a different process for different customers, markets, or projects. Compare each and see which one is being the most effective.
Using automation rules, it is no longer necessary to manually set the follow-ups or create tasks for your team. Instead, you can configure Flowlu to run your processes automatically, guaranteeing no vital steps are forgotten.
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.
Flowlu’s free CRM for insurance agents give you several tools all with the same purpose: make more sales. Follow up on possible customers with our Web Forms. You’ll be able to have data on each customer, and keep notes of how far you are in the interaction. Use our sales reports to track your overall efficiency and improve.