What's new on Flowlu

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

Improvement
Sep 06, 2021

Email Contacts and New Filter for Tasks

The Email module has now got a new section that displays email contacts and associated CRM contacts. Use this tab to rename the email contact or block it.

✔️ Now there is a new filter for the tasks on the kanban board. You can display only those tasks, where a certain user is an assignee OR a collaborator. This comes in handy if you want to see all tasks your coworker is working on at the moment (not only as an assignee).

✔️ Earlier, when you replied to an email, the sender email was always placed to the 'To' field even if there is another 'Reply To' email. From now on, if a separate 'Reply To' email is specified, it will be automatically placed instead of the Sender's email.

✔️ We've fixed the search of CRM accounts when sending an email. Now a user sees only those contacts and organizations to which he/she has access.

New
Aug 27, 2021

Duplicate Management, Updated User Invites and Other Improvements

It's time we highlight some brief updates on new features and product improvements for July and August:

Duplicate Management for CRM 📂

Say goodbye to constantly searching for the duplicates manually — meet new duplicate management feature to help you keep a clean customer database! Flowlu will find identical contacts or companies and merge several CRM records into one for all duplicates within seconds.

Updated User Invitations 👋

You can now invite your coworkers by email in bulk or by sharing a link. All email invitations now have their own tab in the User Management section. The email invites can be cancelled or resent to your teammates.

Estimates in Projects 📝

From now on, you can link estimates not only to opportunities but also to projects. All project-related estimates will be stored on the project page under the "Finance" tab. 

New Layout of Subtasks on Kanban Board 🎲

Now the subtasks are displayed under the parent task on its card on the kanban board. To see all of the related subtasks, just click the corresponding button on the main task card, and expand the list. 

KonnectzIT + Flowlu ⚙️

KonnectzIT has now joined the list of no-code platforms available for Flowlu users. It lets you build automated integration workflow between web apps. With KonnectzIT, you can set up integration with apps like Marquiz, MailChimp, Slack and 350+ other popular online applications. 

New
Jun 08, 2021

Collaborators and multiple task assignees

Task management becomes more transparent and productive.

Task assignment to several employees

Need to assign the same task to several employees? Create a task, assign several responsible people — several tasks will be automatically created for each of these assignees.

Collaborators in tasks

Even if only one person can be responsible for a task, there are many employees who can help in completing a difficult task. Add collaborators to the task, they will get a notification and see the task in the “I am a collaborator” folder.

Collaborators have the same access rights to the task as assignees. They can move tasks to the next stage, create/add subtasks, a checklist, leave comments, set time tracker, change the deadline (if such an option is checked in the Task settings).

User roles in tasks

Use the user roles when assigning several responsible people, collaborators and followers in order to quickly set tasks. For example, setting the task "Prepare a report" for each sales manager can now be easily done in a couple of clicks!

All new features can be found in task templates and project workflow

Subtasks, multiple assignees and collaborators are now available in Task Templates and Project Workflows. Add participants and subtask in advance to the template/workflow and create new ones quickly.

Improved task creation interface

We customized and left only the most important features on the Task page in order to make it easier for you to create new ones. All other options can be found in the “More Settings” tab.

Try new features now and simplify your team’s work with Flowlu.

New
May 17, 2021

Sending invoices, invites, notifications and more from your own email domain 📩

Up to now, all invoices, estimates, invitations, etc. were sent from Flowlu internal address by default. Not anymore! From now on, you can customize this email address and send such emails using your own email domain.

What messages can now be sent from your own email domain?

  • emails for sending invoices and estimates
  • thank-you-for-payment email
  • user invitation to the account
  • email notifications (duplicates to email)

If you want to send an email using your own email domain, you need to verify your domain. This will show the email clients that we send messages with your permission. Read more on how to validate your domain.

Please note that this functionality is available only to Business, Professional and Enterprise account users.

Improvement
Apr 27, 2021

Making CRM Contacts and Organizations Private 🗝️🔒

This is finally happening...You can now hide individual CRM contacts and organizations from other teammates/sales reps/etc. and ensure the privacy of your client database. We’ve just added an option to allow users with the Employee access level to see only those contacts and organizations they’re assigned to (owners).

CRM module administrators are still able to see and edit all the CRM records. The account admins can configure this option to make contacts and organizations private by going to the System Settings → CRM → Main Settings.

One more thing: you can now disable your users from seeing emails connected to projects, tasks, opportunities and CRM accounts. From now on, no need to worry that your colleagues will read something they are not supposed to. On the contrary, if this option is selected, the users will be able to view the emails linked to specific objects even if they cannot access the email account connected.

New
Apr 12, 2021

Flowlu + SyncSpider 🔗

Now there's one more way to seamlessly integrate Flowlu with hundreds of apps including products like WooCommerce, Shopify and Mailchimp. With SyncSpider, you can create numerous custom workflows for your specific business and automate your daily operations.

What’s interesting is that SyncSpider is focused on eCommerce and marketing tool integrations which is a must-have if you want to guarantee a smooth buying experience for your customers.

New
Apr 05, 2021

Flowlu + Pabbly 🔗

In case you missed it, Flowlu has recently been integrated with Pabbly. With Pabbly Connect, you can build automated workflows and pass the data between Flowlu and other 500+ apps on autopilot.

You need to configure a webhook in Flowlu which serves as a trigger and initiates your future Pabbly Workflow. Then, select the actions that will be performed in other apps. Pabbly also lets you automatically create a project, contact, opportunity, custom field and task; get contact details and add an email to a contact in Flowlu.

To learn more about this integration, feel free to contact the Pabbly team. We also appreciate if you share with us your use cases and complex workflows of integrating Flowlu with Pabbly 😊

New
Apr 02, 2021

Flowlu + Intergrately 🔗

We’re happy to announce that you can now connect Flowlu with hundreds of other apps by using Integrately. It is super easy and no coding skills required. Currently, there are 4 triggers available for Flowlu: task, CRM account, project or opportunity creation. You can select an integration from the list of ready automations or build your own.

The popular automations include:

  • When Card is created in Trello, create Task in Flowlu
  • When Contact is created in Mailchimp, create Opportunity in Flowlu
  • When Task is created in Flowlu, send Message in Slack
  • When Lead is created in Facebook Lead Ads, create Opportunity in Flowlu
  • When Opportunity is created in Flowlu, create Order in Shopify
  • When Row is created in Google Sheets, create Task in Flowlu
  • When Opportunity is created in Flowlu, create Order in WooCommerce
  • When Contact is created in Google Contacts, create Opportunity in Flowlu

… and so much more!

Besides, Integrately allows you to create multi-step workflows and connect up to 6 tools.

The best part is that they have a free trial, so you can test it out even today and integrate up to 733 tools 🤯 with Flowlu. Cheers!

New
Mar 26, 2021

What’s new: Custom Domain and New UI for Kanban Boards 🎯

Set Up a Custom Domain

Each Flowlu portal has its unique subdomain, e.g. yourcompany.flowlu.com. From now on, instead of pointing your users to the default Flowlu URL, you can use a custom domain. For instance, you can map company.flowlu.com to company.com or portal.company.com. Once you create a custom domain in Flowlu, the free SSL-certificate will be generated and enabled automatically for your domain.

How to configure a custom domain

Custom domain is available at Enterprise subscription plan only.

Clean Interface for Kanban Boards

The Kanban boards across all modules have been refreshed and got an improved UI. They’re now more modern, clean and easier to use. Each task card now includes the name of a specific project or opportunity. This allows you to quickly navigate to the detailed information. Additionally, the card also indicates the number of comments for each task.

Tasks
Opportunities
Project Workflows
New
Mar 16, 2021

Meet Your New Tasks: Kanban Board for All Tasks and Enhanced To-Do List 📋

It's time we share some recent, notable product updates! Today they’re with a special emphasis on improving the usability and capabilities of the Tasks module. Now you can view your assignments right from the Tasks module in multiple ways — GTD to-do list, kanban board, list.

The to-do list section helps you to focus on what's important at a given time. We've cleaned it up a bit and left only the most relevant folders to simplify the management of your current tasks.

We've also improved the way you can handle your tasks right from the to-do list. From now on, you can:

  • change the priority and add collaborators without opening the task;
  • go to a page of the related project, opportunity, workspace;
  • assign a person to the task right away when creating a task via the task quick add;
  • see if the task has a comment and how many of them;
  • instantly find the necessary task using the search box.

Kanban Board gives you a clear overview of all your current tasks and their states. By the way, if you're the Tasks module admin, you can see the tasks of the entire team there. The board makes it easy to view deadlines, priorities, and overall work progress. If you use multiple custom workflows for tasks, you can instantly switch between them and get an clear visual representation of your work.

The Task List allows you to customize columns. We also recommend using this section to bulk edit and delete tasks.

The Templates section brings together all task templates including the templates for recurring tasks. Use the button in the top right corner to switch between your own and your team’s templates.

New Filters

Filters are now available in all sections of the Tasks module to easily search for tasks by the specified parameters. We have added filters by projects, collaborators, workspaces. Now it will be simpler for you to manage the tasks you are involved in.

Other improvements

  • You can now relate an estimate to any opportunity you need.
  • When connecting email via IMAP, you can now apply custom settings for outgoing messages (SMTP).
  • Due to popular demand, we’ve removed the irritating 🙈 red color from the events in the Calendar.