Flowlu Online Service for Integrated Business Management

Main articles:

• CRM (Customer Relationship Management System)
• Classification of HRM systems
• Functionality of HRM systems
• SaaS - History. Philosophy. Development Drivers

Flowlu is an online service for comprehensive business management that includes tools for project management and task setting, financial accounting, and sales and customer management.

2022

Flowlu composition

According to February 2022, the Flowlu online service includes projects and tasks, CRM, financial accounting, a client portal for external access and many other useful modules that help centralize and organize the business. With Flowlu, it is possible to automate a maximum of processes: from building a sales funnel to teamwork.

The cloud solution is friendly. A mobile application has also been developed.

Flowlu is suitable for small and medium-sized businesses. More than 25,000 companies around the world use Flowlu daily to manage business processes.

The system combines most of the necessary business options with a focus on project management:

• Cloud CRM
  • Opportunities: Maintain customer contacts and all communication with them; connect integration with telephony, mail, feedback form on the site; build an automatic sales funnel. In terms of reports - the ability to track the conversion and analyze information to increase sales.

• Financial Management
  • Accounting for income and expenses of the organization. Project cash flow planning and plan-fact analysis. Visual financial analytics of cash flow.

• Invoices, certificates and offers
  • Accounts, certificates and CPs are integrated into business processes and linked to CRM counterparties. You can castomize and make your own printed forms, connect online payment or integration with banks.

• Maintain projects and tasks
  • Detailed project cards and tasks. The ability to assign responsibility, determine the order of work, attach checklists and any additional data, track progress online.

• Agile projects
  • Flexible project management approach with sprint planning in Scrum practice. The entire process is displayed on the kanban board.

• Organized collaboration
  • Communication in a single space: chat for communication with colleagues, the opportunity to invite external users (customers, investors, freelancers). You can also create a private knowledge base for the company or an external one for placement on the site, plan a general schedule in the calendar.

• Onboarding and other bonuses
  • Provided: onboarding (check list) for new employees, mental maps, customizable tables for structured storage of information, flexible system of access rights.

Integration with PBX "Telfin. Office