I'm interested in discovering more about your platform, it sounds very promising. I have a small marketing agency and would like to know if clients' dashboards can be customized through API to show outside KPIs, coming for example from Amazon accounts or Shopify.
Q: Can I use this for an equipment manufacturer who sells and hires out cooking equipment as lead
Can I use this for a cooking equipment manufacturer to track leads and manage stock? I want the sales guys to log their prospecting via email, phone and physical meeting. Oversee the entire sales process from start to finish. The support team will add details about sold equipment, including the customer name, equipment location, serial number, sales terms (rental or outright purchase), and service and maintenance scheduling. Additionally, overseeing external vendors and service providers.
A: Thank you for your interest in our platform. While we currently do not have extensive features tailored specifically for managing cooking equipment sales and rentals, you are welcome to sign up for a free trial to explore the platform and see if it suits your needs.
During the trial, you can test features such as lead tracking, sales process oversight, and basic stock management. This will...
Share
Share FlowyTeam - Company Productivity & Performance
Q: Client dashboard - How to update events and add to notice board?
Hi,
I am having trouble finding documentation on this.
I want to display information on my client side dashboard. I want to display a renewal date for clients. The Notice Board or Events might be a good place, but I am unsure how to add information there.
The Notice Board is currently for internal use only. However, you can use the Project Module under the Milestone section to add notices or renewal dates for your clients.
I’ll also forward your request to our development team for consideration.
Share
Share FlowyTeam - Company Productivity & Performance
As I didn't have a precise answer ( the 2 first time), on your website it's written you support webhooks ... but no way to generate a link in the dashboard. And please stop to give me the link to zapier, that was not the question
If it s not available be honest and tell us when it will be
another thing, it's written it can be synchronized with google calendar but nothing also ...
Q: can we store leads / customers contact?
how many contacts can we store for customers contacts?
Share FlowyTeam - Company Productivity & Performance
Q: Client Dashboard
Hello,
I'm interested in discovering more about your platform, it sounds very promising.
I have a small marketing agency and would like to know if clients' dashboards can be customized through API to show outside KPIs, coming for example from Amazon accounts or Shopify.
Thanks!
Share FlowyTeam - Company Productivity & Performance
Q: Can I use this for an equipment manufacturer who sells and hires out cooking equipment as lead
Can I use this for a cooking equipment manufacturer to track leads and manage stock?
I want the sales guys to log their prospecting via email, phone and physical meeting. Oversee the entire sales process from start to finish. The support team will add details about sold equipment, including the customer name, equipment location, serial number, sales terms (rental or outright purchase), and service and maintenance scheduling. Additionally, overseeing external vendors and service providers.
Dirks_FlowyTeam
Jan 9, 2025A: Thank you for your interest in our platform. While we currently do not have extensive features tailored specifically for managing cooking equipment sales and rentals, you are welcome to sign up for a free trial to explore the platform and see if it suits your needs.
During the trial, you can test features such as lead tracking, sales process oversight, and basic stock management. This will...
Share FlowyTeam - Company Productivity & Performance
Q: Client dashboard - How to update events and add to notice board?
Hi,
I am having trouble finding documentation on this.
I want to display information on my client side dashboard.
I want to display a renewal date for clients.
The Notice Board or Events might be a good place, but I am unsure how to add information there.
Thanks!
Dirks_FlowyTeam
Jan 10, 2025A: Hi Jason,
The Notice Board is currently for internal use only. However, you can use the Project Module under the Milestone section to add notices or renewal dates for your clients.
I’ll also forward your request to our development team for consideration.
Share FlowyTeam - Company Productivity & Performance
Q: API or Webhooks
As I didn't have a precise answer ( the 2 first time), on your website it's written you support webhooks ... but no way to generate a link in the dashboard. And please stop to give me the link to zapier, that was not the question
If it s not available be honest and tell us when it will be
another thing, it's written it can be synchronized with google calendar but nothing also ...
Share FlowyTeam - Company Productivity & Performance