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CRM


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Marco Ponce

www.flowlu.com/features/crm/

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Yuval Magen

when it planned to be launch?


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n s

i hope contacts and crm will be separated, as not all contacts will be clients. or enable crm features for only client user role, or multiple roles we choose.


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Andrew Ramsden

Agreed, a pipeline/funnel view for all leads, prospects, clients is very much needed. Thank you!


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KK

I want to be able to view everything we've done for the client/prospect including notes, phone calls, emails, etc. If a client says they need something, I want to be able to track when that project was started, who worked on it, any emails we've sent, etc.


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Import everthing via CSV from other platfroms


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Riah Gonzalez

I'm not sure what Marco is asking for in features but I can tell you that the largest selling point for me is CRM. It must be flawless so any movement in improving and refining the CRM portion is a big thumbs up from me.


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Farvin

Status changed to: Planned