Update summary
A unified business platform for managing everything from client projects to internal processes in one affordable, award-winning solution.
Say hello to the new "Opportunities" widget for your dashboard! This handy tool lets you display the total value or number of opportunities at a glance.
Want more details? You can fine-tune the filters to show opportunities by pipeline, assigned team members, or specific statuses. We’ve packed in plenty of options to help you focus on what’s most relevant.
To make things even easier, there are four ready-to-go presets:
📌 Active Opportunities Value
📌 Won Opportunities
📌 Active Opportunities Count
📌 Lost Opportunities Count
Prefer to tweak it yourself? Choose the "Custom Settings" option and make the widget work just the way you like.
This is just the beginning—we’ve got more improvements for CRM widgets in the works, so keep an eye out!
Keeping projects on track just got a little easier (and a lot more organized). Here’s what’s new:
We kept it simple so you can focus on the work, not the setup. Want the full scoop? Read more here.
By popular demand, it’s here! Until now, scheduling events like daily standups, weekly check-ins or monthly client meetings meant creating them over and over again. With this update, you can set events to repeat on a schedule that works for you—daily, weekly, monthly, or yearly.
No more manual work. Just set it once, and Flowlu keeps your calendar up to date, so you can focus on the meetings themselves—not on recreating them. Recurring events appear directly on your calendar, so you always know what’s coming up!
Need help getting started? Learn more in our Knowledge Base.
Great news—Flowlu now fully supports iPads, bringing you a bigger, better workspace. Plus, with this update, our mobile app now supports landscape mode too! 📱➡️📲 Whether you're on your phone or tablet, you can switch between portrait and landscape to suit your workflow.
We’d love to hear what you think! Your feedback helps us make Flowlu even better—drop us a note and let us know how it’s working for you.
Here’s an update to keep you informed about the latest improvements in Flowlu. Let’s get straight to the details:
Add an Assistant Manager to manage project finances with all the permissions of a Project Manager—without granting full administrator rights. This role keeps unrelated projects hidden, allowing precise access control for sensitive information.
Need to share your numbers? You can now export both the P&L and Cash Flow reports as PDFs. Quick, clean, and ready to send!
Got an invoice (paid or issued) tied to a project with a prepayment? Now you can create tasks directly from that invoice and track spent time.
Keeping track of your opportunities just got easier. You can now sort or filter them based on the date of the last comment. Perfect for staying on top of the latest updates without missing a beat.
Linking project budgets to one of your company budgets is now a breeze. This makes tracking your financials more streamlined and helps you see the bigger picture in one go.
No more downloading files! You can now play audio and video directly in the Flowlu mobile app. Whether you’re on the go or working remotely, it’s seamless and stress-free.
Say hello to a new CRM automation rule: creating opportunities automatically! This is just the start—soon, similar automation will roll out to other modules.
We’ve added followers to the opportunities list. It’s a small tweak that makes opportunity management even smoother.
That’s all for now! Try these updates out and let us know what you think. As always, we’re here to make your work life a little easier. 😊