Flowlu Product Updates

   
New
2 years ago

Start Planning Your Budget in Flowlu

2022 is coming to an end, and it’s time to think about the budget for the upcoming year. To help you better plan your budget, we’ve released a budgeting module!

From now on, you can easily plan and manage your budget, cash flow, and P&L for any period of time. This module will help you plan a budget, avoid cash gaps, and set goals for each business line. 

Don't wait and quickly come to our blog to catch every detail   

The budgeting module will be free for all accounts until the 31st of January, so you can easily plan your budget for the upcoming year. Starting with February 2023, budgeting will be available only for the Professional and Enterprise subscriptions

New
2 years ago

🎉 Flowlu Updates: Last Activity and Date in Opportunities, Comment Filters, Extrnal-to-Internal Converting and Even More!

Before releasing some brand-new features, we want to pamper you with some small but mighty updates.

Ready to dive in?    

  • We had a lot of requests to make the estimated time settings more reachable. You asked, and we delivered! From now on, you can establish an estimated time without going into editor mode. Just click the time tracker icon in the task and fill in the estimated time. 
  • Today's must-have is the last activity and the last activity date in the opportunities’ list. If you want to check when the last email, call, or meeting with a client was, simply go to the list of opportunities and add these columns in the list settings.
  • Even Flowlu knows that a good freelancer can become a part of your team, that’s why we added external-to-internal user converting. If you want an external user to become a part of your team, click the Make an internal user button in the user's profile.
  • To avoid unnecessary micromanagement, we’ve added a new automation type for the "Field Update" action in the task workflows - change assignee. It means that you can simply update the assignee field in the task at a specific workflow stage, so you won’t need to reassign the task.
  • Activivties on the CRM and projects are a total mess? Don’t worry, because we added filters to the activity section in Projects and CRM Opportunities/Accounts. With brand-new filters, you can organize information based on your needs and navigate through massive amounts of data with ease. 

New
3 years ago

📊 Flowlu Updates: Retrospective Builder & New Integrations

Missed our updates? Today we came up with a bunch of new integrations and a brand-new Retrospective Template Builder module.

With our new Agile feature, you can try a variety of pre-made scripts to run a successful retrospective meeting. Reflect with your team on the previous iteration to build a better workflow for the upcoming sprint. 

Furthermore, we’ve added two ready-to-use Atlassian integrations: with Confluence and Bitbucket. With Confluence integration, you can move your knowledge base to Flowlu in a few clicks. Bitbucket integration will help to stay on development updates and observe them right in the Flowlu Agile module. 

To have a quick look at all of the recent updates, check out recent article



New
3 years ago

🗃 Archive Tasks in a Few Clicks

From now on, you can hide completed or irrelevant tasks without deleting them. Add single or multiple tasks to the archive manually or adjust specific automation rules to save time. Check out our new knowledge base article to learn more about how you can archive tasks.

 

New
3 years ago

📈 Meet the Brand-New Flowlu Implementation and Configurations Services

The wait is over, because our brand-new Flowlu Implementation and Configuration services are here! In just 5 steps, we’ll help you with your account configuration and provide you with  step-by-step training guides.

How do we operate?

  • Step 1. Analysis of your processes and business requirements.
  • Step 2. Creating an implementation strategy tailored to your company.
  • Step 3. Data migration and Flowlu account setup. 
  • Step 4. Account configuration and integration with other apps you frequently use.
  • Step 5. Team online product training and onboarding.

With our help, you’ll be able to save time for the initial setup. Customize Flowlu to meet your business needs, automate your entire workflow and improve team collaboration. Hurry up and book a demo to get a flying start with Flowlu!