Can FlowyTeam send automated email to new customers on a monthly bases to convert them to Members? Followup with first time customers that triggers us 2weeks, 1months,2m,3m,4m,5m &6m for us to call them email to convert. Does it have Calendar to time block to keep us focus and on track?
A: At the moment, FlowyTeam does not have an automated email follow-up system for converting new customers to members. However, we do have a Calendar and Task module that can help you schedule follow-ups, set reminders, and stay on track with your outreach.
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Hi, when we send the invoice, is it possible that the customer pays via an button / url inside the email with invoice or in the invoice and intergrate that with stripe or mollie ?
1. Intergration of payment inside email / invoice 2. Intergration of Stripe / Mollie for invoice payment
A: Currently, we do not have an integration with Mollie or Stripe. However, customers can make payments directly via the Pay button included in the invoice itself.
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As for now, it is really empty for me and hard to give you a review. I really miss my contacts and there is no integrations with HubSpot, Zapier, my accounting stuff or anything.
Is it plans to make this platform integrated to other apps?
A: Hello, Yes, we are expanding our integrations, but it will take some time as we are currently working on other projects. We appreciate your feedback!
If you have specific integration requests, feel free to add them to our Trello board here: https://trello.com/b/ZQOEehOq. This helps us prioritize based on user needs.
Let me know if you have any other questions!
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I am for now only interrested in the CRM alternative to Monday.com. As it is listes as an adversary, it should be some really good CRM stuff in your package. Can you tell us more about it and also if I can trace phone calls, keep notes on my contact. Do they import automatically? Does FlowyTeam connect with my SMTP email? Please tell us more.
A: Yes, with FlowyTeam’s CRM, you can keep notes on your contacts, clients, and leads. However, for importing, you will need to do it manually or integrate with Zapier for some level of automation. I recommend trying our free trial here: https://flowyteam.com/login to see if it meets your needs. Let me know if you have any other questions!
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Q: How Does the Upgrade Process Work to Add More Users (more than 10)?
I own a cleaning company and currently have fewer than 10 employees. I plan to expand, open additional locations, and eventually franchise the brand. Based on my research, Jobber seems to be the best fit for my needs. However, I’m looking for a solution without recurring payments. As I grow my team, how does the upgrade process work to grant access to more than 10 employees (users)?
A: Hello, if you purchase the code, you will have lifetime access for up to 10 users. A small fee applies to add more employees. You can check the pricing details in the billing settings.
To add an employee, follow these steps: https://flowyteam.tawk.help/article/how-to-add
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Q: Prospect Followup automation
Can FlowyTeam send automated email to new customers on a monthly bases to convert them to Members? Followup with first time customers that triggers us 2weeks, 1months,2m,3m,4m,5m &6m for us to call them email to convert. Does it have Calendar to time block to keep us focus and on track?
Dirks_FlowyTeam
Mar 21, 2025A: At the moment, FlowyTeam does not have an automated email follow-up system for converting new customers to members. However, we do have a Calendar and Task module that can help you schedule follow-ups, set reminders, and stay on track with your outreach.
Share FlowyTeam - Company Productivity & Performance
Q: Intergration with Mollie
Hi, when we send the invoice, is it possible that the customer pays via an button / url inside the email with invoice or in the invoice and intergrate that with stripe or mollie ?
1. Intergration of payment inside email / invoice
2. Intergration of Stripe / Mollie for invoice payment
Is this possible?
Dirks_FlowyTeam
Mar 18, 2025A: Currently, we do not have an integration with Mollie or Stripe. However, customers can make payments directly via the Pay button included in the invoice itself.
Share FlowyTeam - Company Productivity & Performance
Q: Will you integrate with other apps?
As for now, it is really empty for me and hard to give you a review. I really miss my contacts and there is no integrations with HubSpot, Zapier, my accounting stuff or anything.
Is it plans to make this platform integrated to other apps?
Dirks_FlowyTeam
Mar 18, 2025A: Hello, Yes, we are expanding our integrations, but it will take some time as we are currently working on other projects. We appreciate your feedback!
If you have specific integration requests, feel free to add them to our Trello board here: https://trello.com/b/ZQOEehOq. This helps us prioritize based on user needs.
Let me know if you have any other questions!
Share FlowyTeam - Company Productivity & Performance
Q: CRM
Hi!
I am for now only interrested in the CRM alternative to Monday.com. As it is listes as an adversary, it should be some really good CRM stuff in your package. Can you tell us more about it and also if I can trace phone calls, keep notes on my contact. Do they import automatically? Does FlowyTeam connect with my SMTP email? Please tell us more.
Dirks_FlowyTeam
Mar 18, 2025A: Yes, with FlowyTeam’s CRM, you can keep notes on your contacts, clients, and leads. However, for importing, you will need to do it manually or integrate with Zapier for some level of automation. I recommend trying our free trial here: https://flowyteam.com/login to see if it meets your needs. Let me know if you have any other questions!
Share FlowyTeam - Company Productivity & Performance
Q: How Does the Upgrade Process Work to Add More Users (more than 10)?
I own a cleaning company and currently have fewer than 10 employees. I plan to expand, open additional locations, and eventually franchise the brand. Based on my research, Jobber seems to be the best fit for my needs. However, I’m looking for a solution without recurring payments. As I grow my team, how does the upgrade process work to grant access to more than 10 employees (users)?
Dirks_FlowyTeam
Mar 19, 2025A: Hello, if you purchase the code, you will have lifetime access for up to 10 users. A small fee applies to add more employees. You can check the pricing details in the billing settings.
To add an employee, follow these steps: https://flowyteam.tawk.help/article/how-to-add
Share FlowyTeam - Company Productivity & Performance