Online CRM for Small Businesses
Flowlu online CRM helps small businesses to build efficient sales processes and provides total control over the whole customer journey–from lead to order.
Everything for convenient work
Web Forms for Lead Generation
Capture leads and gather feedback from website visitors directly into Flowlu once they complete a webform. These forms are easily accessible online in Flowlu to help you collect relevant information within or outside your company. Automatically generate opportunities in CRM and effortlessly convert your website visitors into leads.
Full Visibility With Kanban Board
Gain a clear overview of your entire sales process on a visual Kanban board. Quickly see how many opportunities are in each stage, filter by their date or budget, see opportunity progress and instantly identify how much they’re worth. Easily manage your opportunities by dragging and dropping them into any stage. Determine the opportunities you need to focus on right away.
Customer Relationship Management
Get complete information about your customers with contact and organization records, e.g. projects or opportunities they’re involved in, tasks and appointments scheduled with them, issued invoices and estimates, personal information, attached files and notes. Quickly learn how they’ve interacted with your product, plan new activities in a couple of clicks and build lasting relationships with your customers.
Additional Fields
In Flowlu, you can add different types of custom fields to your opportunities or CRM accounts and include any additional information you need. Specify terms or discounts for the customer, add information about the delivery, enter a birthdate of your contact, etc. Filter your opportunities and contacts by information specific to your business. Capture and store unique data about your contacts and add more context about your customers.
CRM Real-Time Notifications
Keep up to date by getting notified when customers interact with your business. Avoid cluttering your feed with unnecessary notifications—use intuitive settings to choose the updates to follow. Get the notifications that matter most and view only those notifications that require your action.
Collaboration With Teammates
Use comments to easily collaborate on your opportunities, leave notes, attach files and provide updates. If you want to draw your colleagues’ attention to a particular opportunity or a contact, @tag them in a comment to discuss important details and share ideas. Request a response from your colleagues if you need their expert assistance or urgent response.
Invoices Through CRM
Flowlu online CRM for small businesses allows you to instantly create and manage professional invoices. Customer data from the Flowlu are automatically inserted into an invoice once you select the appropriate contact or opportunity. Automate and enhance invoicing processes while creating strong relationships with clients.
Explore Invoicing
Integrate with your favorite tools
Connect your existing apps and workflows with pre-made integrations