Customer Relationship Management + Project Management Software by Flow Digital

Manage Customers, Projects, And Create Invoices In The Cloud

One Time Setup Fees for lifetime access.  

PROJECT MANAGEMENT TOOL

Manage and invoice projects with the powerful project management feature. Track expenses and time spent on tasks and bill your customers. Ability to assign multiple staff members on task and track time logged by assigned project member.

CREATE GOOD LOOKING PROPOSALS

Create good looking proposals and impress your potential clients or customers. Include images, tables, youtube vides with the powerful editor. Proposals comments allowed for further discussion with the customer.

RECORD EXPENSES

Record company expenses. Set up a recurring expense and the expense will automatically be created afterthe specified period. The period time could be days, weeks, months or years. Ability to set expenses billable to customers or projects.

COMPANY NEWSFEED

Share great company events, upload documents, easy employees communications.

CUSTOMER Relationship MANAGEMENT

Flow CRM is a way of tracking and managing interaction with prospects, leads and customers as they move through every stage of a company's sales cycle. You can keep track of leads and easily follow their progress.Attach files, convert lead to customer, auto import leads from email, create proposals, leave notes.

Invoice & Quotation

Build professional and great looking invoices. Attach files and send directly to your clients including the invoice PDF. Invoice with different tax based on item. Create recurring invoices who will be regenerated automatically based on your setup for recurring invoice.

BUILT IN STAFF TASKS

Assign task to multiple employees, add task followers, task comments allowed, task attachments.

SIMPLE REPORTS FOR QUICK OVERVIEW

Reports Reports Sales Item Reports Total report income Reports by customer Custom date picker Leads Conversions Knowledge base articles (Track if your article is usefull to clients, improve text based on votes)

Full FEATURES :

  • Customers

    Easily manage your customers and their contacts, create multiple contacts for your customers and set proper permissions. Customers area is fully separated from the admin area. Clients have their own client portal with all financial data from your company presented in clear view.

    Invoices

    Flow customer relationship management allows you to keep in track your invoices, items and generate reports. Add new currencies, using multiple currencies is allowed by previously setup customer currency. Invoice with different tax based on item.

    Recurring Invoices

    Create recurring invoices that will be re-created automatically without you lifting a finger, based on the specified period for the recurring invoice. The period time could be days, weeks, months or years.

    Recurring Expenses

    Creating recurring expenses. Set up a recurring expense and the expense will automatically be re-created after the specified period. The period time could be days, weeks, months or years

    Estimates

    Create estimate within a minute, sent to your customers and wait to accept, add notes for better organization for your next actions, create reminders. Ability to auto convert the estimate to invoice after customer accept.

    Proposals

    Create good looking proposals for leads or customers and increase sales. Receive notification when proposal is accepted/declined and auto send thank you email to your customer after accepting the proposal. Proposal overdue notice before X days available.

    Projects

    Manage projects and track time spent on project for each staff member. Record project expenses and invoices and bill your clients faster. Professional Gantt Chart included for each project and staff member.

    Milestones

    Create milestones for projects and track time spend based on milestone. Ability to Drag and Drop tasks between milestones.

    Leads

    Leads or potential clients are really important part to any company. Every company trying everyday to get new leads. Very offen happend some potential client to call and ask for specific service that you company serve and then sometimes this is forgotten. With Flow customer relationship management, you will never forget your potential clients and you will be able to manage all of them in one place. Keep track of leads in one place and easily follow their progress. Ability to auto import leads from email, add notes, create proposals. Organize your leads in stages and change stages easily with drag and drop. Ability to auto import leads from emails and web to lead forms, import leads from .CSV file included.

    Web to Lead Forms

    Create unlimited web to lead forms and inject in your landing page or website. This feature allows you to import leads into Flow CRM from form. Use web to lead forms to gather potential clients information, allow them to request quotes directly from your website.

    Contracts

    You can add new contracts based on your clients. Adding contracts is very simple, you can set start date and end date and have clear view of all your company contracts in one place. You wont need anymore to search in your desk documents. Create PDF contracts and send to your customers from Flow customer relationship managment. Contract overdue reminders available.

    Tickets

    Great support ticket system with autoresponse, private ticket staff notes, ticket assignments, attachments, predefined ticket replies, insert knowledge base link, ticket priorities, ticket statuses. Feature for auto importing tickets via Email Forwarder/IMAP method included. Let your customer reply and create new tickets via email, without accessing the client portal.

    Departments

    Assign your staff to specific departments and ability to auto import tickets by department email.

    Custom Fields

    Custom fields can store extra information for customers, leads, tickets, invoices, company, quotation and more.

    Staff Reminders

    Setup staff reminders for staff member with ability to notify by email and built-in. Reminders are available for important features.

    Theme Styling without coding

    Style the customer relationship management to your company branding with the powerful theme styling feature. To fit best for your needs create custom.css and add your own styles.

    Events

    Create private or public events. Receive notification when an event is coming built-in and email.

    Easily re-organize admin menu

    You can re-organize admin main menu and the setup menu from in few seconds, you need only to login in your admin area. No coding is required. Add/Remove icons to fit for your needs.

    Email Templates

    Setup predefined email templates from text editor. Merge fields available and multi language options available.

    Staff Roles & Permissions

    You can give staff a specific permissions what can do or can’t do. Role permissions can be overided for each staff.

    Goals Tracking

    Setup goals and tracking achievements. Use the Goals Tracking feature to keep sales goals in mind.

    Personal Todo

    Every staff member can have their own personal todo dashboard which will allow your staff member to easily organize the their work.

    Staff

    Manage all your staff members from one place.

    Company Newsfeed

    Share great company events, upload documents, easy employees communications.

    Staff Tasks

    Assign task to multiple employees, add task followers, task comments allowed, task attachments. Link tasks to many Flow CRM features and stay organized.

    Recurring Tasks

    Create tasks that will be auto created for a given period.

    Surveys

    Create surveys with one click. Send to staff, leads, clients or manually created mail lists. Increase customer retention via built-in Surveys.

    Reports

    Reports
    Sales
    Expenses Report
    Reports by customer
    Custom date picker
    Leads Conversions
    Knowledge base articles (Track if your article is useful to clients, improve text based on votes)

    Knowledge Base

    Add knowledge base articles from text editor. “Did you find this article useful?” vote included in clients area.

    Media Library

    Upload files in media library. Each staff member that is not admin have their own folder for uploading files.

    Auto Backup Database

    Setup auto backup database each X days to prevent losing your important data.

    Sensitive data is encrypted

    Flow CRM encrypts all sensitive data in the database with unique encryption key. Encryption performed on email passwords, api keys, api passwords etc..

    Responsive

    Flow CRM is fully responsive. You can easily access your data from mobile or tablet.

    Google reCaptcha

    Google reCaptcha available for admin login, customer login and customer register area.

    Action Hooks

    To prevent editing the core files we created action hooks for some important functionalities. Send us an email if you want we to include another action hook based on your needs.

    Activity Log

    Track all staff activity. Adding new items, creating, deleting.

TEST YOURSELF!

Try the demo to see how Flow CRM can help you succeed.

Email Address : demo@flowdigital.my
Password : demo
 
Do you want to have in house CRM for your company ? Feel free to get in touch with us today.
 
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