What is it?
FlowyTeam is an all-in-one platform designed for small to medium-sized enterprises (SMEs), offering a comprehensive suite of tools for managing strategy, OKRs, KPIs, tasks, projects, CRM, finance, HRMS, AI, and much more. It’s a lifetime deal that centralizes various business functions, aiming to boost company productivity and team performance.
FlowyTeam Features
FlowyTeam delivers a robust suite of capabilities to improve organization and effectiveness, enabling businesses to reach their goals through an integrated approach.
Strategic Planning and Goal Management
Get closer to your mission and vision via strategy planning, OKR management, and detailed KPI tracking including a useful KPI tree for visualizing your business goals and objectives. These tools allow for proper goal definition and monitoring within your company, making sure all teams are aligned.
Project and Task Handling
Achieve high productivity via project management (including Gantt charts) and task management (including Kanban boards). This lets teams work with greater effectiveness and clarity. These features provide visual control over projects and allow more organised and prioritized task management.
Employee Engagement and Motivation
Engage your employees and provide incentives via reward system, weekly check-ins, and 1-on-1s. This can boost morale, build a more positive work environment, and increase overall team motivation and productivity.
Sales and Client Management
Convert leads to sales by utilizing the built-in CRM system. This enables efficient lead management and enhances overall sales processes, helping to nurture potential clients into loyal customers.
Financial Handling
Track invoices, payments, and expenses. Streamline financial operations by providing the tools needed to oversee the company’s financial flow effectively with clear overviews and detailed transaction history.
HR and Employee Management
Streamline all HR requirements in a single location including payroll, leave management, and more. Simplify HR processes to boost efficiency and ensure proper management of employee information and workflows.
Support Management
Effectively manage customer requests using the support ticketing system, providing prompt assistance and ensuring great client satisfaction. The system facilitates prompt responses to inquiries and thorough tracking of support activities.
Time and Efficiency Tracking
Track attendance and measure the effectiveness of tasks via time logs. This offers valuable insights into team efficiency and helps in improving workflow and optimizing resource usage.
Data Analysis and Form Generation
Create forms and surveys for improved data analytics. This helps in collecting crucial data, providing insights for informed decision-making, and refining your business tactics for improved outcomes.
Learning and Development
Close employee knowledge gaps with the learning hub (upload your content). This enables employees to grow and stay updated with industry trends and company policies by offering centralized access to learning resources.
AI Assistance
Choose from over 300 AI Personas to aid you in different tasks. These AI tools provide smart support, simplify activities, and help in boosting efficiency across numerous functions.
FlowyTeam FAQ
Can I customize client dashboards with external KPIs?
Currently, client dashboards do not directly support external KPIs via API customizations, like those coming from Amazon or Shopify. However, you can use project module for clients, and this feature is being considered for future updates.
How can I update events and add to the notice board for clients?
The notice board is for internal purposes; for clients you can use Project Module’s Milestone section to communicate essential information or renewal dates to clients, providing transparency.
Can we create and manage multiple branches within one account?
Yes, you can create and manage all of your branches within a single account using the Organizational Chart feature, which will help you manage each branch separately and efficiently. This will ensure organized operations.
Can users from one branch see the tasks of another branch?
No, with our task visibility control, you can specify who can view tasks. Branch 1 employees only see branch 1 tasks, and so on. This guarantees confidentiality and relevant task visibility across various teams.
Can I create a quick task without adding start and due dates?
Tasks need a start and due date for tracking purposes. However, for short notes you can use the Sticky Note feature located near your profile for capturing quick reminders without adding specific dates.
Can I use this for a cooking equipment business with sales and rentals?
Although FlowyTeam does not have specialized features for cooking equipment, you may conduct a free trial to assess whether you can utilize features like lead tracking and basic stock management to match your specific needs.
Can I activate multiple codes on the same account?
Currently, only one code is activated per account. You may want to consider using the other codes for other separate accounts if needed, based on your business needs and structure.
Are employees tracked within the user limit or are they considered clients?
Employees with access to features like KPIs and OKRs are included in the user limit, while clients have access only to Project Module for project management and it doesn’t count towards the limit.
How can I add more users if I exceed my limit?
To add more employees after the limit you’ll need to enter the billing info within settings and then you can invite more members through the Employee module, this will adjust the price automatically for the additional employees.
Is there any integration with Pabbly Connect?
Currently, we do have Zapier integration and will consider Pabbly Connect in the future. We’re continuously looking into integration options for our system to ensure compatibility and ease.
Is there a white label or custom domain option?
We’re currently working on enabling custom CNAME options, this will enable sending emails as if they’re coming from your own domain instead of FlowyTeam. This feature is on our roadmap and will be implemented soon.
Can you stack AppSumo codes?
No, you can not stack AppSumo codes to have more users on a single account instead you can use them for separate accounts, and easily switch between them.
Does FlowyTeam has API and webhooks?
Currently, there isn’t an integration with n8n or direct API access outside of Zapier but you can find our API documentation at https://flowyteam.tawk.help/search?q=api%20intergration.
Is it possible to add all the employee details to the system without giving each user separate logins?
No, every employee with access to features such as tracking KPIs, OKRs, etc counts towards the 10-user limit however you can add the employees without giving login details for them if you do not want to give them access to the full functionality of the system.
Does FlowyTeam has a mobile app?
No, at the moment there is not mobile app, but the system offers chat option with other team members and integrations via Zapier for further customizations.
Are there any plans to add more integration platforms like Pabbly Connect?
Currently, we offer Zapier integrations, and we are exploring more options, but we do not offer Pabbly Connect integration at the moment.
Can you invoice clients and receive payments via processors like Stripe or PayPal?
Unfortunately not at the moment, but it is on our road map and may be available in the future.
Is the software ready for production environment?
The software is constantly being updated and bugs are being fixed, our team is aware of some small issues but is resolving them as soon as possible.
Can you have multiple team OKRs on one screen?
No at the moment you can only view one team’s OKRs on one page, but our team is always looking for improvements based on feedback from our clients and may be implemented in future versions of the software.
Conclusion
FlowyTeam stands out as a robust, all-encompassing platform designed to boost the efficacy and productivity of SMEs. With its extensive toolset—encompassing strategic planning, task and project handling, employee participation, client management, financial monitoring, HR functionalities, and AI assistance—FlowyTeam is an excellent option for companies looking for an all in one approach to business management. The platform particularly fits growing organizations with 5 to 250+ employees seeking unified management and a lifetime deal solution.
However, it might not be the perfect fit for companies needing extremely specialized features or those requiring immediate white-labeling options. Despite these minor restrictions, FlowyTeam offers substantial value, particularly for those needing an integrated platform to oversee company-wide performance and productivity.
