Update summary
A unified business platform for managing everything from client projects to internal processes in one affordable, award-winning solution.
See whoâs working on what in real time with new presence indicators!Â
These are small user icons in the top-right corner showing who is currently viewing an item. Now, you can view whoâs actively working on what and jump in to collaborate, ask for feedback, and respond to clients or teammates instantly.Â
Real-time presence indicators appear on cards for:Â
These handy indicators are available on all plans, and weâre working to add them to even more modules soon.Â
Experience seamless teamwork with Flowluâlog in and see what your teammates are collaborating on!
Hereâs a quick look at whatâs improved and whatâs brand new in Flowlu. Â
You can now attach files directly from your OneDrive account to tasks, projects, contacts, and more in Flowlu. You can either link to the file without using your Flowlu storage or save a local copy, which will count toward your storage limit.Â
Sick day? On vacation? Now itâs obvious. Youâll see a small icon next to a personâs avatar when theyâre on leaveâwhether theyâre online or not. No need to dig into the âLeaves & Absencesâ module anymore to figure out who's around.
Thereâs a new âProjectsâ widget on your dashboard. It gives you a quick snapshot of everything that matters: project name, whoâs managing it, which stage itâs in, how many tasks are done (and how many are left), who the client is, and how closeâor overdueâthe deadline is. You can also filter the view to show only the projects you actually want to keep an eye on. No need to jump between tabs to figure out whatâs going on.
Bringing someone new into Flowlu just got a whole lot easier. The invitation form now lets you fill in everything at onceâname, job title, password, and even fine-tune their access to each module right from the start. No more juggling roles or tweaking permissions afterward.Â
Weâve made things snappier and easier to use across both apps. Expect smoother navigation and fewer hiccups.
The mobile CRM dashboard now includes three new widgets to help you track performance at a glanceâsee why deals are lost, check your sales conversion rate, and understand how leads move through your pipeline.
You can also add Agile Project and Invoice creation forms to the bottom menu for quicker access, or find them in the Quick Actions menu under Modules.
Two new widgets are now available to help you monitor sales and project data without leaving your dashboard.
This widget shows how long it typically takes to close an opportunity in your sales pipeline. Use it to:
Itâs a simple way to understand and improve your sales cycle.
You can now track key project data at a glance â no need to open the full Projects module.
The widget displays the number of active projects, profitability, incoming payments, expenses.
There are also ready-to-use presets to save time:
Plus, one customizable widget lets you select exactly which project metrics you want to track.
Add these widgets to your dashboard to get the data you need, right where you need it.
Stay in the loop with the all-new Leaves & Absences widget, now available on your Flowlu dashboard. Pin it and get a quick glance at your team's upcoming time offâbecause knowing whoâs out of the office just got easier. Youâll immediately see which teammates might be slower to respond or unavailable, plus youâll know the why behind it. Perfect for scheduling those urgent tasks or meetings before someone heads off for their well-deserved break!
Weâve also revamped the My Team page with some extra columnsânow you can view your colleaguesâ department, job title, social media profiles, phone number, and even their date of birth from the list. Use the filters and sorting options to keep things organized and find exactly what you need.
Weâve added new widgets to give you deeper insights into your sales process and help you track your team's performance across every stage of the pipeline.
Get a clearer view of how your opportunities are progressing with the new "Sales Conversion Rate" widget. It tracks the percentage of opportunities converted to sales within your selected pipeline.
This widget lets you compare the conversion rate between two selected stages of your pipeline, giving you more granular insights into how deals are moving forward.
Both widgets allow you to filter by specific pipelines, owners, and timeframes, making it easy to dig into the details.
Our revamped Sales Pipeline widget provides key insights into each stage:
This updated widget helps you identify bottlenecks quickly so you can adjust your strategy and keep things moving smoothly.
For all the travelers out there, we've added a nifty option in your profile settings. Flowlu can now automatically detect your time zone based on your browserâs time zone. No more manual updatesâjust seamless adjustments as you move around.
Enjoy these updates and let us know how they work for you!