What's new on Flowlu

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

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.

New
Nov 16, 2021

🚀 Product Update: Client Portal, Onboarding, Mailchimp Integration and New Chat UI

Client Portal for Collaboration with External Users

Create a dedicated space to seamlessly share information and updates with your clients, freelancers and contractors. Invite your external users and determine what they should exactly see at the client portal using flexible permissions. Consolidate all information in one place and keep everyone connected!

Customizable Onboarding for Your Employees

We heard that many of you enjoyed our onboarding for learning how to use our platform. Now you can create your own customizable onboardings for coworkers or even clients and organize these step-by-step checklists the way you want.

New Mailchimp Integration

With this new integration, you can now automatically export and import contacts between Flowlu and Mailchimp. For example, once a new contact is added to Flowlu, it will be automatically added to the Mailchimp campaign.

Refreshed Chat UI

We’ve refined our built-in chat for team collaboration. It got a more modern look, you can also now create chat admins, see if your message is read and so much more.

Check out our blog to find out more about all product updates.

New
Oct 11, 2021

Integrate Flowlu with Calendly to Create Events and Opportunities From Your Scheduled Meetings 🗓️

Set up a brand new integration with Calendly and manage all your scheduled bookings right from your Flowlu account. When a prospect books a meeting with your company using Calendly, Flowlu automatically creates a new event, contact, company or opportunity. Then, all you have to do is log the meeting’s outcome to the event or opportunity record.

With the new integration, all events will be recorded in Flowlu, which will help to automate lead management, save your sales reps' time and ensure that your team always has up-to-date and accurate information on planned activities!

Find the detailed guidelines in our knowledge base.

New
Sep 24, 2021

New Integration: Capture Leads from Tilda Forms Directly Into Your Sales Funnel ✏️✨

Integrate Flowlu with Tilda and automatically collect website visitors from lead capture forms into your CRM. Once they fill out a form, Tilda pushes this information to Flowlu. All the details you choose to gather will automatically be imported into your Flowlu account as opportunities, contacts and organizations. Manage your lead data more seamlessly and efficiently!

Check out our Knowledge Base to learn how to set up this integration.