What's new on Flowlu

All-in-one business operating software for project, task, finance and customer management.

Improvement
Aug 05, 2022

💱 Multiple Currencies, Invoicing Improvements and More

You asked — we delivered. Meet new Flowlu handy features that were crafted by your feedback! It’s our priority to help you take your business management to the next level, so today's updates mostly cover financial operations. Here is the list of our recent updates:

  • Multiple currencies.
  • Groups for line items on invoices and estimates.
  • Line item sorting and cloning.
  • Colored tags.

Go through all improvements in our new blog post to catch every detail.

Improvement
Jul 28, 2022

🎯 Product Updates: Agile Projects Improvements 

Our team is delighted to highlight some handy improvements we have made to the Agile Projects over the last few weeks. So, here’s what these enhancements enable you to do

  • Add new Agile dashboards for projects and issues to your Homepage. Easily track progress and project performance!
  • Print your Agile tasks from the board view to put them on the physical board as paper cards and use during your face-to-face standups. Each card contains an issue name, assignee, project and sprint.  
  • Manage tasks from the backlog on the kanban board without initiating a sprint. Before this update, the kanban board showed only tasks from project sprints. 
  • Create new sprints and change issue types right from the issue card without opening the editing mode. 
  • Quickly create tasks from the Agile board with the new quick add form. 
  • Edit agile project workflow right from the board. You can rename your task stages and update its status. 
  • Use the Project Details section to quickly update your project info, like project team, workflow, categories.

If you enjoyed these improvements or have questions, please let our team know. We highly appreciate getting your valuable feedback! 

New
Jul 11, 2022

🎉 Meet the New Flowlu: Redesigned UI, Dashboards & More

We're thrilled to share that we have released our newly designed Flowlu out of Beta! Our team has redesigned the general UI and added some new functionality. Let’s go through the major improvements we have made to Flowlu:

  • Redesigned UI, forms and records.
  • Dashboards.
  • Agile projects automation.
  • Custom issue types.
  • New custom field for passwords.
  • Improved project financial management.

and more!

Check out our blog post to learn all the exciting details! 


Improvement
Mar 29, 2022

➡️ Seamlessly Import Jira Issues to Flowlu

The Jira Integration with Flowlu is back in your accounts! You can now import existing issues from any Jira project to Flowlu Agile project of your choice and easily migrate your data. Map issue types, statuses, priorities, users and bring all your processes together within a single interface. 

Currently, our team is still polishing this integration based on your feedback, so feel free to share your thoughts via our support chat ;)

Guide: How to set up integration with Jira.

New
Mar 24, 2022

New: Copying Project Workflows + Zadarma Integration

Copying project workflows allows you to clone a project template with all its stages, milestones, tasks, workflows and team. This comes in handy if you have several similar processes that are just slightly different. Now there’s no need to recreate a project workflow from the start. Create just one template and make several copies with the desired changes.

Apart from Twilio, you can now connect Zadarma Telephony to your account to make calls, automatically record all the communication, generate new opportunities, tasks and contacts on autopilot, and boost your sales performance.

How to connect Zadarma.

New
Mar 22, 2022

☎️ Telephony Integration: Twilio

From now on, you can integrate Twilio into Flowlu to automate your sales processes and eliminate routine operations.

  • Call straight from the client’s page with just a click and have the entire history of interaction under each record. Make notes and edit data in real time during the call. Find the information you need in seconds.
  • Each client card now contains not only emails but also a history of calls with recordings. Automatic call logging will save time and keep your data well-organized and available at any time, all in one place.
  • When making calls, automatically turn them into tasks, opportunities, and contacts. Define a sales funnel or workflow in advance so you don’t waste time distributing information manually.

Learn more about telephony capabilities in Flowlu.

How to configure Twilio integration

New
Mar 17, 2022

Introducing Recycle Bin and New Storage Management Capabilities

Recycle Bin

With the recycle bin, you can now restore deleted files and records with a single click throughout your Flowlu account. No more worries about permanently deleted items! For example, if somebody accidentally erased a task or a contact, Flowlu will show who and when has done that with the option to recover those objects.

File Storage Management

See a centralized view of all files that your team uploads in one place with the brand new page for storage management. Here you can find total used space and all the system objects it includes such as images, documents, attachments, etc. It lets you quickly free up space by bulk deleting files you do not need anymore.

New
Mar 09, 2022

📂 New Feature: Duplicating Projects

We’ve added the ability to duplicate your projects within a single click. All tasks, stages, expenses, events, documents, etc. can be copied into your new project as well. You can easily customize which project items to include. All you need to do is to go to your project card, click on the three-dot button in the top right corner and copy your project. Save time and automate routine with this new feature for your effective project management!

P.S. If you anticipate that you'll be cloning projects frequently, we recommend creating a project workflow based on your business processes.

New
Feb 15, 2022

🚀 Product Updates: Slack Integration and P&L Statement

Get Flowlu Notifications in Slack 💬

Receive instant task, opportunity and project updates to Slack with new Flowlu’s integration. Now, you can automatically get real-time notifications in Slack to keep your team in the loop when a task or opportunity is moved to another stage, a new project is initiated and so much more. 

Slack Automation Rule 🤖

Use automation combined with Slack integration to notify your teammates every time your task or opportunity changes its stage. Configure a rule, select certain conditions and get immediate updates to Slack channels of your choice. 

P&L Statement 📑

The brand new Profit and Loss statement helps to determine the financial position of your company and clearly shows you whether the business made a profit or loss. The report displays the revenue, expenses and your net profit for a specific period of time.

New
Jan 17, 2022

New Custom Fields: Formula and Object Picker + Auto Charge 🔥

Formula Field 🧮

With the special Formula field, you can automatically execute calculations for data entered in the fields of your tasks, projects, opportunities, etc., based on a configured formula. You can pull in dynamic data from both default and custom fields from across the platform. The available operations are addition, subtraction, multiplication and division. For example, with a formula field, you can calculate how much a salesperson gets from a won opportunity or a total order cost. Besides, you can even set up automation based on the value of the calculated fields!

Object Picker 🔗

Before this update, there were separate fields available to turn any field into a clickable hyperlink to a CRM account, list, project, or user. We combined everything into one field type and added a bunch of new types of relations. For example, you can now add products to an opportunity, attach a Knowledge base's article, and so on.

Automatic Charging: Stripe 💰

From now on, you can automatically charge a customer when you’re creating a recurring invoice and using Stripe for billing. Flowlu triggers payment once the card details are captured by Stripe and until the client cancels. Instead of waiting for the customer to pay whenever they receive the invoice for ongoing service, you can charge a monthly/ yearly/ etc. subscription automatically on their credit card.