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CRM


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Marco Ponce

www.flowlu.com/features/crm/

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Activity Newest / Oldest

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Jonathan Fortin

Any updates on that? We would like to be able to track all activities for clients. The CRM feature need love :-)

My dream would be to be able to categorize the activity so we can choose the visibility of the note on a "per role" basis. We could have 3 types of notes : Public (Visible to everyone), Sensitive (Visible to specific user role we can choose) and Private (Granular control on individual team members)


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Yuval Magen

when it planned to be launch?


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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