Flowlu Features
What are the features of Flowlu?
Platform
- Workflow Capability
Sales Force Automation
- Contact & Account Management
- Opportunity & Pipeline Mgmt.
- Task / Activity Management
- Customer Contract Management
Marketing Automation
- Lead Management
Reporting & Analytics
- Dashboards
Communication
- Chat
Content & Documents
- Notes
- Search
Controls
- User Management
- Calendars
Project Management
- Task Management
- Planning
- Visibility
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Technology Glossary Features
View definitions of the features and discover new technology terms.
Flowlu Categories on G2
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Platform
Customization | Allows administrators to customize to accommodate their unique processes. Includes ability to create custom objects, fields, rules, calculations, and views. 22 reviewers of Flowlu have provided feedback on this feature. | 87% (Based on 22 reviews) | |
Workflow Capability | Automates a process that requires a series of steps that typically require intervention by a several different users. Administrators can write rules to determine who and when a user needs to complete a step. Also includes notification of users when they need to take action. 23 reviewers of Flowlu have provided feedback on this feature. | 93% (Based on 23 reviews) | |
User, Role, and Access Management | Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. This feature was mentioned in 21 Flowlu reviews. | 94% (Based on 21 reviews) | |
Internationalization | Based on 11 Flowlu reviews. Enables users to view and transact business with the same content in multiple languages and currencies. | 92% (Based on 11 reviews) | |
Document & Content Mgmt. | Allows consuming, publishing and editing content from a central interface. Content management for CRM systems might include presentations, documents, images and other related electronic files. This feature was mentioned in 14 Flowlu reviews. | 89% (Based on 14 reviews) | |
Performance and Reliability | Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took. 21 reviewers of Flowlu have provided feedback on this feature. | 94% (Based on 21 reviews) | |
Output Document Generation | Allows administrators to create templates that enable users to quickly generate dynamic documents in various formats based on the data stored in the application. This feature was mentioned in 10 Flowlu reviews. | 90% (Based on 10 reviews) |
Sales Force Automation
Contact & Account Management | As reported in 30 Flowlu reviews. Store and retrieve information associated to customer contacts and accounts. Track company-wide communication and information about contacts and accounts. | 96% (Based on 30 reviews) | |
Partner Relationship Mgmt. (PRM) | Based on 15 Flowlu reviews. Manage partners by tracking channel partner leads and sales opportunities. Provide a partner portal to collaborate with channels on sales opportunities and to share product, pricing, quoting, ordering, and training information | 87% (Based on 15 reviews) | |
Opportunity & Pipeline Mgmt. | Manage sales opportunities through their lifecycle from lead to order. Track stages, values, and probabilities of close. Manage sales pipelines by individual sales rep, team, region, and company-wide. 33 reviewers of Flowlu have provided feedback on this feature. | 92% (Based on 33 reviews) | |
Task / Activity Management | Manage and track tasks and activities. Assign due dates and integrate to calendars to manage daily schedules and priorities. This feature was mentioned in 34 Flowlu reviews. | 95% (Based on 34 reviews) | |
Territory & Quota Management | Assign and manage sales quotas and territories. Track progress against quotas. Change as needed. This feature was mentioned in 19 Flowlu reviews. | 87% (Based on 19 reviews) | |
Desktop Integration | Allows users to sync their Email, Calendar and Contact tools with their CRM system. Includes Microsoft Outlook and Google integration. 22 reviewers of Flowlu have provided feedback on this feature. | 89% (Based on 22 reviews) | |
Product & Price List Management | Enter product/part numbers and manage the prices associated with them. Typically functionality allows users to add products and prices to opportunities and quotes if these modules are provided within the same system. This feature was mentioned in 21 Flowlu reviews. | 88% (Based on 21 reviews) | |
Quote & Order Management | Allows users to create a quote to be provided to a customer that contain at least products, prices and associated discounts. Order management allows users to process orders that contain products, prices and associated discounts. This feature was mentioned in 22 Flowlu reviews. | 87% (Based on 22 reviews) | |
Customer Contract Management | Management of contracts made with customers. Contract management includes negotiating the terms and conditions in contracts and ensuring compliance with the terms and conditions, as well as documenting and agreeing on any changes or amendments that may arise during its implementation or execution. This feature was mentioned in 26 Flowlu reviews. | 89% (Based on 26 reviews) |
Marketing Automation
Email Marketing | Based on 14 Flowlu reviews. Allows users to send email to contacts in bulk. Common features include: Built in Email templates, social media integration, Subscriber list management, sign up forms, success rate reports, AB testing and auto-responders. | 76% (Based on 14 reviews) | |
Campaign Management | Optimizes the process for organizations to develop and deploy multiple-channel marketing campaigns to target groups or individuals and track the effect of those campaigns, by customer segment, over time. 13 reviewers of Flowlu have provided feedback on this feature. | 77% (Based on 13 reviews) | |
Lead Management | As reported in 26 Flowlu reviews. Allows users to manage and track leads though a process. The lead process typically involves steps such as: 1. Lead Generation, 2. Customer Inquiry, Inquiry Capture, Lead Filtering, Lead Grading, Lead Distribution and Lead Qualification. | 91% (Based on 26 reviews) | |
Marketing ROI Analytics | As reported in 12 Flowlu reviews. Enables analysis of effectiveness of an organizations various marketing activities | 75% (Based on 12 reviews) |
Customer Support
Case Management | See feature definition | As reported in 19 Flowlu reviews. Tracks issues/help requests reported by customers through the resolution process. | 87% (Based on 19 reviews) |
Customer Support Portal | As reported in 17 Flowlu reviews. Provides a convenient way for customers to get answers to inquiries, post service issues, place orders, view order histories, and gain access to other information contained in the knowledge base. | 82% (Based on 17 reviews) | |
Knowledge Base | Based on 22 Flowlu reviews. Information repository that provides a means for information to be collected, organized, shared, searched and utilized. Allows customers to get answers to common questions. | 93% (Based on 22 reviews) | |
Call Center Features | Allows customer support professionals access to all information required to support the customer including customer information, case history and related customer social activity. Common features include: call recording, analytics, workforce management, call script management, and compliance management. | Not enough data | |
Support Analytics | Enables analysis of customer support activities to optimize customer support professionals, processes and tools. 12 reviewers of Flowlu have provided feedback on this feature. | 78% (Based on 12 reviews) |
Integration
Data Import & Export Tools | Ability to input, modify and extract data from the application in bulk through a structured file. 11 reviewers of Flowlu have provided feedback on this feature. | 89% (Based on 11 reviews) | |
Integration APIs | Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications. This feature was mentioned in 10 Flowlu reviews. | 92% (Based on 10 reviews) | |
Breadth of Partner Applications | To what extent are there partner applications readily available for integrating into this product? Partner applications typically provide complementary, best of breed functionality not offered natively in this product. | Not enough data | |
Accounting | Provide integration with accounting and financial management software | Not enough data | |
Payments | Integrate with payment gateways and enterprise payments software | Not enough data | |
ERP | Deliver integrations with accounting modules of ERP systems | Not enough data | |
Account Sync | Sync with company accounts to transfer payments for approved invoices | Not enough data |
Mobile & Social
Social Collaboration Features | As reported in 15 Flowlu reviews. Enables multiple users to interact by sharing information to achieve a common goal. Social collaboration focus's on the identification of groups and collaboration spaces in which messages are explicitly directed at the group and the group activity feed is seen the same way by everyone | 87% (Based on 15 reviews) | |
Social Network Integration | Use public social networks to listen and engage with customers. Allows users to filter what’s important and respond quickly. Often this functionality allows questions and requests from customers on social networks to case management. | Not enough data | |
Mobile User Support | Allows software to be easily used on multiple mobile devices include phone and tablet devices. 16 reviewers of Flowlu have provided feedback on this feature. | 80% (Based on 16 reviews) |
Reporting & Analytics
Reporting | Enables reporting of all data contained within the system. Typically contains standard reports as well as the ability to create ad-hoc reports. This feature was mentioned in 19 Flowlu reviews. | 89% (Based on 19 reviews) | |
Dashboards | As reported in 26 Flowlu reviews. An easy to read, often single page, real-time user interface, showing a graphical presentation of the current status and historical trends of an organization’s Key Performance Indicators (KPIs) to enable instantaneous and informed decisions to be made at a glance | 92% (Based on 26 reviews) | |
Forecasting | Enables projection of sales revenue, based on historical sales data, analysis of market surveys and trends, and salespersons' estimates. 12 reviewers of Flowlu have provided feedback on this feature. | 85% (Based on 12 reviews) |
Invoice Generation
Templates | Provide standard invoice templates that can be customized by users | Not enough data | |
Digital Invoices | Ability to convert invoices to digital formats such as PDF | Not enough data | |
Recurring Invoices | Automatically generates invoices at pre-defined time intervals | Not enough data |
Invoice Processing
Approvals | Include workflows for approvals of invoices or payments | Not enough data | |
Batch Processing | Process multiple invoices without human intervention | Not enough data | |
Consolidation | Allow users to consolidate multiple invoices into one | Not enough data | |
Match Invoices | Match invoices with purchases and sales orders, as well as with payments | Not enough data |
Analytics
Due Dates | Track invoices based on due dates to identify overdue payments | Not enough data | |
Cashflow | Analyze variations between incoming and outgoing cash | Not enough data | |
KPIs | Monitor KPIs such as time to process an invoice or erroneous payments | Not enough data | |
Payment Tracking | Track different types of payment such as deposits or partial payments | Not enough data |
Knowledge Pages
In-Content Feedback | Allows users to leave feedback within a wiki page or knowledge article. | Not enough data | |
Comments | Allows users to comment on wiki pages or knowledge articles. | Not enough data | |
Decision Trees | Displays knowledge articles to be arranged in a decision tree. | Not enough data | |
Content Editor | Enables users to create rich knowledge pages with a combination of text, charts, images, video and audio | Not enough data |
Knowledge Dissemination
Permissions | Allows administrators to provide permissions and gate pieces of content based on role. | Not enough data | |
Knowledge Sharing | Offers additional tools that facilitate knowledge sharing and collaboration. | Not enough data | |
Notifications | Notifies users when changes occur. | Not enough data | |
Organization | Allows knowledge pages to be organized into sections and subsections as needed | Not enough data | |
Other Integrations | Integrated with other tools to faciliate the sharing of information | Not enough data | |
Knowledge Integrations | Integrates with other knowledge repositories in the business | Not enough data |
Content
Document Collaboration | Allows users to simultaneously collaborate on a document within the application. | Not enough data | |
E-Signature | Allows users to provide an e-signature within the platform. | Not enough data | |
File Request | Allows businesses to request files from clients. | Not enough data | |
Feedback | Allows businesses to solicit feedback on projects or documents from clients. | Not enough data |
Collaboration
Billing and Invoicing | Provides billing and invoicing within the application. | Not enough data | |
Instant Messaging | Provides internal and/or external instant messaging capability. | Not enough data | |
Project Management | Offer project management features like task creation and tracking within the application. | Not enough data | |
Analytics | Offer analytics concerning productivity or client engagement. | Not enough data | |
Time Tracking | Allows businesses to track time spent on projects within the application. | Not enough data | |
Mobile Application | Provides a mobile application. | Not enough data |
Task Creation
Creation & Assignment | Create and assign tasks for individual users with details and due dates. | Not enough data | |
Due Dates | Set deadlines and milestones for tasks, manually or automatically (based on project templates). | Not enough data | |
Drag & Drop | Users can move tasks and change dependencies using drag and drop. | Not enough data | |
Mass Updates | Allows users to update multiple tasks at the same time, accross multiple projects. | Not enough data |
Task Management
Task Prioritization | Set priority levels on tasks so individuals can organize their work. | Not enough data | |
To-Do Lists | See feature definition | Each user can view their list of tasks to be completed without having access to other tasks. | Not enough data |
Dependecies | Define dependencies between tasks and the rules to manage them. | Not enough data | |
Recurring Tasks | Define recurring tasks that can be scheduled automatically at pre-defined intervals. | Not enough data |
Data Sources
Software | Integrate with software such as ERP or CRM to use data for document generation | Not enough data | |
Spreadsheets | Allows users to generate documents using information from spreadsheets | Not enough data | |
Documents | Ability to generate new documents using other documents in multiple formats | Not enough data |
Generation
Templates | Include templates for various types of documents such as invoices or quotes | Not enough data | |
Automation | Automate document generation based on customizable rules | Not enough data | |
Branding | Allow users to personalize documents for branding purposes | Not enough data |
Delivery
Workflow | Define and manage workflows for document distribution | Not enough data | |
Schedule | Create a schedule to deliver documents at predefined times | Not enough data | |
Batch | Provide the ability to generate and deliver documents by batch | Not enough data |
Communication
Chat | Provide live chat tools for instant messaging 23 reviewers of Flowlu have provided feedback on this feature. | 88% (Based on 23 reviews) | |
Discussions | Ability to involve multiple users in public or private discussions This feature was mentioned in 20 Flowlu reviews. | 88% (Based on 20 reviews) | |
External | As reported in 14 Flowlu reviews. Allow external users to use chat and discussions | 79% (Based on 14 reviews) | |
Feedback | Provide functionality to create and manage polls and surveys This feature was mentioned in 14 Flowlu reviews. | 86% (Based on 14 reviews) | |
Announcements | Manage news and announcements by company or department This feature was mentioned in 16 Flowlu reviews. | 86% (Based on 16 reviews) |
Content & Documents
File Sharing | See feature definition | As reported in 22 Flowlu reviews. Documents can be shared between users and teams | 90% (Based on 22 reviews) |
Notes | User can share notes with colleagues or external users 27 reviewers of Flowlu have provided feedback on this feature. | 91% (Based on 27 reviews) | |
Search | Help users find documents and other types of content This feature was mentioned in 23 Flowlu reviews. | 90% (Based on 23 reviews) |
Controls
Custom Views | Create personalized project views for collaboration 19 reviewers of Flowlu have provided feedback on this feature. | 84% (Based on 19 reviews) | |
Followers | As reported in 12 Flowlu reviews. Allow users to follow tasks which are not assigned to them | 81% (Based on 12 reviews) | |
User Management | As reported in 25 Flowlu reviews. Define and manage users access to documents and collaboration features | 93% (Based on 25 reviews) | |
Calendars | As reported in 26 Flowlu reviews. Manage private and shared calendars and associated events | 91% (Based on 26 reviews) | |
Public Sharing | Based on 11 Flowlu reviews. Make project views available for the public. | 82% (Based on 11 reviews) |
Project Management
Task Management | Include features to create, assign, and manage tasks. This feature was mentioned in 28 Flowlu reviews. | 95% (Based on 28 reviews) | |
Planning | Deliver project plans that can be customized by users. 28 reviewers of Flowlu have provided feedback on this feature. | 95% (Based on 28 reviews) | |
Visibility | As reported in 27 Flowlu reviews. Provide visibility into collaborative processes accross the company | 94% (Based on 27 reviews) | |
Integration | Provide integration with task management and project management software. 20 reviewers of Flowlu have provided feedback on this feature. | 93% (Based on 20 reviews) |
Remote Collaboration
Alignment | Align remote employees with their colleagues and external users 15 reviewers of Flowlu have provided feedback on this feature. | 88% (Based on 15 reviews) | |
Accountability | As reported in 17 Flowlu reviews. Define and track responsabilities for remote users | 88% (Based on 17 reviews) | |
Connectivity | Allow users to connect to tools that they use remotely This feature was mentioned in 14 Flowlu reviews. | 90% (Based on 14 reviews) |
Customization
Custom Fields | Allows users to add custom fields to forms that aren't already on the templates | Not enough data | |
Conditional Logic | Enables forms to hide or show certain fields based on respondents' answers | Not enough data | |
Design | Gives users the ability to customize the design of forms (e.g. logo, brand colors, fonts, etc.) | Not enough data |
Additional Functionality
Embedded Forms | Enables forms to be embedded onto a website without having to create code from scratch | Not enough data | |
Notifications | Sends notifications when a completed form is recieved | Not enough data | |
Payments | Contains integrations with payment processors, enabling users to accept payments through forms | Not enough data |
