Flozy's Board feature exemplifies power in simplicity. Designed to streamline lead management, a critical aspect of business operations, it functions as a premium CRM. This tool provides custom filtering and views, seamless integrations, and a built-in lead value calculator, all tailored to boost your business productivity.
We also know that our users all have different needs, that why users can create as many boards as they want for as many different use cases as they want.
Efficiently capture, organize, and nurture leads with our powerful lead management solution. Maximize conversions and drive business growth.
Never miss a deadline again. Stay organized and on top of your leads with our intuitive reminder and due date management system.
Simplify clients and employee onboarding with our seamless process. Streamline paperwork, automate tasks, and ensure a smooth transition for new hires and clients
Tailor your workflow to perfection. Customize cards with labels, due dates, attachments, and more. Adapt our tool to match your unique project management needs.
Enhance data tracking and organization. Add custom fields to capture and categorize specific information, tailoring our system to your business requirements.
Get a personalized perspective on your data. Create custom views to display information the way you prefer, maximizing efficiency and focusing on what matters most to you.
Our CRM solution empowers you to manage contacts, track interactions, and nurture leads, enabling you to drive growth and deliver exceptional customer experiences.
Streamline collaboration and communication. Leave comments on tasks, documents, and discussions to foster real-time feedback and seamless teamwork for enhanced productivity.
Capture and organize ideas effortlessly. Our notes feature provides a user-friendly interface to jot down, categorize, and access important information whenever you need it.
Manage your leads, move them across your boards, get them to pay and finally onboard them inside your workspace.
Tailor your data view with custom filters and seamless integrations. Filter information based on your criteria and connect with your favorite tools for an optimized workflow. Experience the power of customization and integration for enhanced productivity.
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All your operations in one place. Easy to use. Client friendly. Save money from day one.
We have answered below the most common questions about the CRM
A CRM (Customer Relationship Management) tool is a software application that helps businesses manage and analyze customer interactions, track sales activities, and nurture relationships.
Our CRM tool utilizes a board-based system, similar to Trello, to organize and track customer-related activities. Boards represent customers, cards represent interactions or tasks, and lists categorize stages or statuses.
Yes, our CRM tool allows customization. You can create custom fields, add labels, and define stages to align with your unique business processes and track customer interactions in a way that suits your needs.
Absolutely! Our CRM tool supports collaboration by enabling you to invite team members, assign tasks, leave comments, and track progress together. This promotes efficient teamwork and ensures a unified approach to customer management.
Yes, our CRM tool is designed with mobile responsiveness in mind. You can access and manage your CRM boards and cards on both iOS and Android devices using our mobile applications.
Yes, our CRM tool offers integrations with popular tools such as email clients, calendars, project management platforms, and more. These integrations streamline workflows, enhance productivity, and ensure data consistency. (In progress)
We prioritize data security and employ robust measures to protect your customer data. This includes encryption, access controls, and regular data backups. Rest assured, your information is safe with us.
Yes, we provide customer support to assist you with any questions or issues you may encounter while using our CRM tool. Reach out to our support team via email, live chat, or community forums.