Customer Database App is a free CRM system that is easy to use and set up.
Custom fields using the drag and drop editor let you choose what information you keep about your customers. Getting to the customer record has been made quick and easy from wherever you are.
Workflows/stages can be customized for each type of sales pipeline/product you have, these can be used to automate actions such as creating tasks for users, and sending emails from a template with merge fields. Stage changes with the user and date/time are included in the audit history shown on the customer record making it easy for any users to understand what has happened in the past.
Boards give an overview of your currently active sales/product pipelines, if you have multiple users you'll be able to see what each user is working on and if there have been any delays in progressing leads/customers through each stage.
The software contains many of the standard things you'd expect in a CRM including notes, a diary, tasks, document production, file attachments etc.
General setup includes user permissions, date/time formats that can be switched for your location, two-factor authentication, and choosing the colors/icons for your pipelines/stages.
Data can be imported from CSV and the API allows leads to go directly into the CRM from your website/social media.
Flowlu is a SaaS platform that helps businesses stay organized and work more efficiently. It brings together tools for managing tasks, projects, clients, expenses, invoicing, sales, and team collaboration—all in one place. With Flowlu, teams can keep track of everything without jumping between different apps. It makes everyday work smoother, keeps important information easy to find, and helps businesses stay on top of their operations.
Flowlu's answer:
Flowlu stands out for its seamless integration of essential business management tools within a single platform. It offers a comprehensive suite covering tasks, projects, expenses, invoicing, lead capture, knowledge sharing, and sales automation, streamlining operations and enhancing collaboration. Additionally, Flowlu's intuitive interface and customizable workflows cater to the diverse needs of businesses, ensuring scalability and adaptability. Its focus on providing a holistic solution for businesses of all sizes makes Flowlu uniquely positioned to drive efficiency and growth in today's dynamic market.
Flowlu's answer:
Choosing Flowlu over competitors offers several distinct advantages. Firstly, Flowlu provides a comprehensive suite of integrated tools, eliminating the need for multiple platforms and reducing costs. Secondly, its user-friendly interface and customizable workflows cater to diverse business needs, ensuring seamless adoption and scalability. Additionally, Flowlu's focus on continuous innovation and customer satisfaction sets it apart, with regular updates and responsive support. Finally, Flowlu's commitment to empowering businesses with actionable insights and streamlined operations makes it the preferred choice for those seeking efficiency and growth in their endeavors.
Flowlu's answer:
Our primary audience consists of small and medium-sized businesses (SMBs) seeking to streamline their operations, enhance collaboration among teams, and drive growth. These businesses often prioritize efficiency, cost-effectiveness, and scalability in their software solutions. They value intuitive platforms that offer comprehensive tools to manage tasks, projects, finances, customer relationships, and more, all within a single unified platform. Additionally, our audience appreciates responsive customer support and continuous innovation to meet their evolving needs.
Flowlu's answer:
Flowlu was born from a vision to revolutionize how businesses manage their operations. Recognizing the challenges faced by SMBs in juggling multiple tools and platforms, our founders set out to create a comprehensive solution that would streamline workflows, enhance collaboration, and drive growth. Drawing from their own experiences as entrepreneurs, they envisioned a platform that would empower businesses with the tools they need to succeed in today's competitive landscape. Thus, Flowlu was conceptualized as an all-in-one business management platform, integrating essential tools such as task and project management, CRM, invoicing, and more, into a single unified platform. Since its inception, Flowlu has been dedicated to empowering businesses with intuitive, scalable, and cost-effective solutions, enabling them to focus on what they do best – growing their business.
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