Optional task approval

If you often assign simple tasks that do not require approval after their completion, we’ve now got a solution for you! Deactivate the “Task approval” option in the “Tasks” module's settings. As a result, the tasks won’t need the owner’s approval and can be moved straight to the “Completed” stage. If you need to assign a task that requires approval, you can always enable this option for a specific task.

An assignee can change the task’s deadline

This feature might come in handy if it is only the assignee who can estimate the deadline for the task. Both options are available in the mobile app.

List of all CRM activities

We‘ve added a new section to the CRM module where you can quickly access the whole list of activities for your opportunities. Scheduled, completed or overdue events, opportunity's tasks — they are all now displayed in one single place. Using the predefined sets of filters such as “Today’s activities”, “No activities”, “Overdue activities”, you can easily find activities that require your attention most. You can also set up your own filter, and, for example, quickly find the activities for a certain assignee for the particular time.

Permissions

• Administrators of the CRM module have access to all activities for all assignees.
• Employees see only their assigned events and tasks.
• If an employee is assigned an opportunity or a contact, all the linked activities will be available to them in this list.

Completed and overdue events

It is now easier to track overdue events in the calendar. From now on they are highlighted in red, and the completed tasks are crossed out.

Redesigned menu

We've also significantly redesigned our main menu — now there is a sidebar design option aimed to simplify your account navigation. Also, you can now minimize or expand the menu by clicking on the button next to Flowlu (or your own) logo.

New sections in the mobile app

We are excited to announce that we’ve added even more features to the mobile app:

• Workspaces
• CRM Activities
• Customizable filters in almost all sections

Here's another round of product updates, with a special emphasis on improving the capabilities of the Automation:

Make Your Rules More Flexible With Conditions

When creating a new automation rule, you can now choose certain conditions that must be met so your action will be performed. For instance, your automation rule will run only if the opportunity’s value is greater than $10.000. In Flowlu, you can combine multiple conditions to make your automation rules more selective.

Now the whole automation rule process takes four simple steps:

✔️ Select the action that will be performed automatically.

✔️Add time criteria to trigger the rule.

✔️Set up conditions.

✔️ Enjoy your effortless work.

Enhanced Automation Capabilities

We’re excited to announce the release of three additional automation actions so you can save yourself more time, improve efficiency and concentrate on things that make your business grow. With Flowlu’s automation, you can now send an email to the customer when its associated opportunity has moved into a specific stage in your sales funnel. You can also create a new project or update opportunity's fields when the opportunity changes the stage and all the specified conditions are met.

New automation actions support variables to automatically place data provided in an opportunity. For example, using the variables, you can send an email to the customer with the opportunity name as a subject.

New Applications for Automation Rules include:

• Onboarding of a new customer by creating a series of personalized email messages for each stage.
• Notification a specific sales rep if the opportunity’s value is greater than $50.000.
• Creating a new project by the opportunity if it is moved to the Closing stage.

And much more.

Automation rules help you to follow a clear, predefined workflow effortlessly. It lets your team save a significant amount of time, automate manual work, reduce errors, and have more time to focus on customer work.

Updated Workspaces for Effective Collaboration

Our workspaces have been significantly redesigned and streamlined. We’ve made this module faster and easier to use. What else? Tasks can now be displayed as a kanban board which helps you gain a clear overview of your task progress within the workspace. The user roles are now available in the workspace, so you no longer have to set up permissions for each user separately. For example, you can add all sales reps to the Sales Department workspace with one click, and all key information will be in a single place.

If you have any thoughts or suggestions on what Flowlu future automation rules should do, please share your feedback via the live chat. We’d love to learn more about the things you want to accomplish with our automation features.

✔️ We have updated the Work Structure section for projects in the web and mobile versions. It is now more intuitive, straightforward and less cluttered. This section displays the list of stages, milestones and tasks and helps you at a glance view the amount of work required to complete a project ensuring nothing is skipped.

Color of the checkbox next to the tasks indicates their stage. It matches to the color of the task stage on the Kanban board in the project:

• The blue indicator means that the task has not yet been started.
• Yellow  shows that the task is in progress.
• Purple means that the task is pending for approval.

By the way, check out our recent blog post to learn more on the work breakdown structure and its benefits for your business.

✔️ We've released complete and handy API documentation for developers. Now it is much easier to set up data exchange between Flowlu and your application or website.

✔️ We’ve added the ability to display favorite filters right on the opportunity board. To do this, simply create your filter with several conditions, e.g. the opportunities received from email over a certain period of time. Next, mark this filter as your favorite. It will be displayed on the opportunity board with an indicator that shows how many opportunities on this funnel fit the specified parameters.

✔️ There is a new type of custom field available — decimal number. Utilize it to capture more context about your clients, opportunities or projects.

✔️ We’ve made some slight changes to opportunity card appearance on the Kanban board. The card now displays the start and end dates of an opportunity as well as information about whether there are any activities planned or missed.

✔️ The title, or honorific, specified in the client record, for example, “Mr. John Smith”, can now be automatically placed using new variable when sending invoices or estimates.

✔️ A few users reached out to let us know that the logo in the signature does not show up when sending an email from inside Flowlu. We’re happy to report that this is fixed now!

P.S. We continue to gather your use cases of automation in the opportunities. Your feedback is highly appreciated and will impact the further development of this functionality. Looking forward to your helpful comments and suggestions 😊

We've taken CRM to a whole new level to let you automate repetitive actions, reduce errors and simplify your processes. Meet the brand-new automation rules! With the automation rules, there is no need to manually set the follow-up tasks, or ask a teammate to create a new project when the opportunity is won. Instead, you can set up Flowlu to run your processes automatically, ensuring no crucial steps are missed so you and your colleagues can focus on what matters.

What is an automation rule? When an opportunity’s stage changes, this triggers the execution of an automation rule which includes things like creating tasks, sending notifications or scheduling events. The automation rules allow you to build scenarios for your opportunities and let your business run itself.

Setting up an automation rule is super easy and doesn’t involve coding. With automation, you can work smarter and automate the whole customer journey, from lead to order. Rely on automation to distribute tasks or schedule events for your team so that your sales reps always have complete clarity on what the next action is.

In each opportunity’s record, you can see the workflow of a particular opportunity and instantly determine what actions have already been performed and what is planned to be done.

Examples include:

• When a new opportunity is created, the salesperson is automatically assigned the task to email the lead with the deadline in 10 minutes.
• Once the task is completed, a meeting or a phone call is scheduled.
• When you move the opportunity to the "Evaluation" stage, after 3 days, a follow-up task is created for a representative to check in with the contact.
• If the opportunity is moved to the "Lost" stage, the head of sales receives a notification that the $30.000 opportunity is lost.
• ... and so many more options. You can automate any task or process with a few clicks — the use cases are endless.

Want to learn how to set up automation? Check out our Knowledge base.

New Saved Filters and Simplified Sales Funnel Management

In addition to automation, we’ve updated our Opportunity board. You can now create a sales funnel right on the kanban board — add new stages, edit or delete unnecessary ones, or change their sequence. No need to go into the system settings anymore!

Do your sales reps need to see only the opportunities with activities planned for today? Do you need to view all opportunities that have no scheduled tasks or events at all? Or, want to see the opportunities with overdue activities solely? You can do all of that with new saved filters. Easily determine what requires your attention most in just one single click.

P.S. Love the new update? We would appreciate it if you shared your experience in a quick review on Capterra 😍

Due to the popular demand, we’ve finally added the CSV-import option to the “Money” section. Say goodbye to manually entering the financial data, and save yourself some time. Now you can quickly and easily upload payments, expenses and transfers to manage your money in one single place. You can find a step-by-step instruction in our Knowledge Base.

🔸 In projects, you can now indicate a contact alongside a company when choosing a client. It means that you no longer have to create a separate custom field to display the contact person for that organization.

🔸 Several users have already noticed that the main tab of the project record has also changed, in particular, the section with the stages and milestones. With the yellow triangle sign, the teammate immediately sees if the closed stage has unchecked milestones. If the current stage is colored blue, it contains uncompleted milestones. When all project milestones are accomplished, the progress bar will turn turquoise.

🔸 If you manage finances for the projects, the Main tab may look rather cluttered. We decided to let you choose whether you want to display finances on the main page or only in the “Finance” section. All you need to do is go to the System Settings > Projects and check (or uncheck) the appropriate option.

🔸 When you create a customer from an opportunity or a project, you can now immediately identify the assignee. As a result, your teammates with the “Employee” access level to the CRM module will always be able to enter the information to the records of their clients.

🔸 You can now display the “Last comment” column in the Invoices to discover the latest information in a few seconds without going into each invoice separately.

🔸 In the settings of the email account in the “Folder Preferences” section, you can now determine in which folder the deleted messages should be moved.

🔸 We've also made some improvements to the invoice custom templates. You can now choose to include the currency symbol alongside the amount instead of the currency code.

🔸 In the mobile app, the project record and the list of projects have also been improved and redesigned. Now they’re more intuitive and provide faster access to all of the information that matter the most to you.

That’s not all ... Stay tuned for more news as one of the most requested features is just around the corner 🎁