“Swiss Army Knife” solution we’ve been waiting for
Use Cases and Deployment Scope
Having worked with multiple software applications and wasting time on inconvenient project management templates, I decided to find an all-encompassing solution that will unify the work of all departments, provide easy monitoring, integrate the invoicing system, and allow keeping track of the entire workflow of the company.
Flowlu became a perfect answer to all of my company’s needs. The CRM helped track and monitor sales prospects via the opportunities feature and automate and optimize the work of all departments and each employee in particular. The email and contact integration facilitated communication between team members and established a clear feedback line with customers. We have over 100 employees, which is why the possibility of assigning roles and access rights came in handy as well.
The mind map feature fits perfectly in our weekly brainstorming aimed at developing new business ideas and products. The visualization of plans and concepts with an option to assign tasks, update the information, and set icons proved to be an invaluable tool.
The calendar feature allows easy event planning with reminders sent to all the team members involved in the event.
With the finance feature, we integrated the invoicing system and payment gateways that our customers most frequently use.
Pros
- Convenient and feature-packed CRM
- All-encompassing projects module allowing optimization and automation of the workflow
- Possibility to set up financing system and payment gateways
- Opportunities tools for keeping track of sales prospects
- Mind map feature for brainstorming of creative ideas and business development strategies
- Knowledge base providing guidance and help with any issue and question about the feature set up
Cons
- The abundance of features may seem overwhelming at first if you don't have any experience working with CRMs
Likelihood to Recommend
The mind map feature is perfectly suited for collaborative brainstorming of new ideas for products, services, general marketing and business strategies, and creating the concepts' visualization.
The calendar tool allows integration of Google Calendar and setting up events with reminders sent to team members involved in the project in question.
