Like Salesforce, Flowlu offers fully packaged software for SMEs. You don’t have to overpay for the same tools and a poorly navigated UX, just switch to Flowlu and start to increase your productivity from now on. Available both on the mobile app and the web version, Flowlu is full of handy sales management tools for small businesses.
Automate your workflow and CRM with ease. In Flowlu, automation rules can be created for almost any activity. Just select the action that needs to be automated, add conditions and enjoy everything being done by itself. Specific automation rules can be added to invoices as well. Stop creating and sending invoices manually, because you can do it automatically with fully-customizable Flowlu templates.
Invoicing is an important part of the sales process. Easily create invoices and estimates on Flowlu, set up automation rules and implement premade invoice templates into the pipeline, so they'll be sent automatically. With Flowlu, you’ll no longer experience any delays in your invoicing and payments. Link your bank account to Flowlu, receive money and monitor cash flow right in the mobile app.
Set up Flowlu to meet the needs of your business. As Flowlu is fully-customizable, you can organize your tasks and projects more clearly. Add tags and priority, assign employees and attach files to tasks. Overview your workflow in the most efficient way with the list view and Kanban board. In Flowlu, you can create custom stages on the Kanban board and color them. Leave your task creation process to Flowlu with its custom templates and workflow automations.
Many Salesforce users are facing hardships with adding and storing their clients’ contact information. Flowlu has a solution. Add unlimited contacts for free and set up automations to add data from web forms to the CRM account without manual work. Our client portal will help your onboard clients and involve them in the decision-making process. To achieve the best results, you can communicate with your team right in the CRM account page, adjust additional fields and attach files. Not to forget events and appointments related to your clients, link events to the CRM account right on its page.
Help your team improve their performance with a deep overview of the workflow. Accurately track revenues and expenses, observe cash flow in multiple currencies and find your possible points of growth. In Flowlu, you can easily track the productivity of your employees and time spent per task or project. Our advanced CRM reports can show the outcomes of each stage of the pipeline and a loss reasons rating. To get a life-stream report, place all needed information on your dashboard, so it’ll be regularly updated.
You can integrate any app with your Flowlu account. Choose between hundreds of ready-to-use integrations or add them on your own with the Flowlu open API. 2-way lightning-fast email synchronization will help you stay in touch with clients. Integrate your Flowlu with Gmail or any other email box in a few steps. To track your customers more accurately, you can integrate telephony and review calls right in Flowlu.
Switch to Flowlu, free Salesforce alternative for small business. Manage tasks and projects, send invoices, share knowledge, onboard new hires and clients and build your completely automated CRM platform with Flowlu. Explore all the handy features on Android, iOS or the web version with an unlimited 14-day free trial.