Finally, a real tool for business activities management
Schedule appointments in our original calendar
Make phone calls from our handy mobile app
FreshFlow intelligently processes the data for your business
🗂️ CRM lite 📅 Calendar 🤝 Campaigns ✅ Projects 📧 Emails 📊 Statistics
Calendar entry. And also to the contact history
FreshFlow automatically connects the activities you have logged directly to specific contacts.
Each contact has its own tab where a history of all relationships is created – for example, meetings, calls, notes, tasks and results.
Thanks to this, you can always see what has already taken place with the client, how it went, what has been agreed and what is being followed up – without switching between systems or backtracking in Outlook, Google Calendar or Excel.
Calling from the app = automatic recording of calls and their results
You can make calls in a unique way, directly in the FreshFlow mobile app – and they will automatically be recorded as activity in the calendar and in the client’s card.
When the call is over, you can check the result from the preset options (e.g. called, arranged, not called, call another time…). Alternatively, you can also schedule a follow-up activity – without having to record and track anything separately later.
If you’re leading a team, you have direct visibility into what calls were made when, by whom, and how they went.
You write in your diary. The system sorts and evaluates the activities for you
The system uniquely works with your preset activity types (phone calls, different types of meetings…) and their corresponding set of possible outcomes.
This automatically generates statistical reports: how many and which activities were done by whom in a given time, what the results were, and therefore how their success rate evolves.
There is no need to count back or write down business activities – FreshFlow tracks them “on the fly” and without extra effort. Just enter the activities into the FreshFlow calendar or use our mobile app.
Proven solutions for business campaigns
By combining automated activity tracking, results and follow-up with the ability to analyze the performance of the entire team, FreshFlow is a suitable and proven solution for managing and controlling sales campaigns.
Marketers who execute campaigns will have a clear overview of all activities, clients or leads within the campaign. Just by entering activities into the calendar or calling from the mobile app.
Thanks to the possibility of filtering statistics for individual campaigns, managers get a tool for “live” evaluation – from the number of contacts to the effectiveness of each marketer and the entire campaign.
Emails associated with the contact. Overview for all
All important emails no longer have to stay in your inbox.
In FreshFlow, you can easily associate an email received or sent to a specific contact – to their card.
You will gain a unique overview of communication not only for yourself, but also for the whole team. Everyone who works with the client can see what was discussed with them, what the communication was and what is being followed up on.
No forwarding, no tracking and no forwarding of incomplete information.
You also get a tool for (team) tasks and projects
FreshFlow also has a handy tool for managing team tasks and projects.
Tasks are directly linked to the calendar and contact card – so they naturally complement other activities.
Linking is useful, for example, when an activity (for example, a meeting) results in another task – you can create it as a follow-up activity. This way, the task is automatically registered where it belongs – to the meeting, to the tasks, and to the specific contact.
Everyone has an overview, the tasks do not remain isolated and are part of the whole work with business activities.
The system is integrated with Microsoft 365 and Google Calendar
Linked calendar
Contacts with activity history
Assign tasks
Project management
Linking to email
Statistics for Managers
Calendar
The calendar is shared and includes everything you’re used to from other calendars – overlaying multiple calendars at once, the ability to hide specific activities, sending reminders to clients, or assigning a booking resource to an activity, for example.
Contact management
In addition to a high-quality database, FreshFlow’s contact and client relationship management offers advanced filtering, quick search and easy segmentation with tags – allowing you to find or segment your clients with a single click.
Tasks and projects
For example, FreshFlow tasks offer handy options such as assigning a team of solvers, adding a checklist, comments or priorities. Tasks can be displayed in a clear Kanban, merged into projects, or templates can be created for recurring projects.
Statistics
FreshFlow will automatically provide an overview of the number of activities and the structure of their results – with the option to filter by specific people and any time period. Statistics can also be easily exported to Excel.
User references
“The added value of Partners Office (a personalized version of FreshFlow in Partners) in contact management is
huge. Anyone who is serious about building a company and business should take advantage of it. Proper time
management is one of the keys to success. As the saying goes, people don’t plan to go broke, they go broke planning.
Partners Office gives me the opportunity to get into the bowels of the company and have control over the effectiveness of my
associates. I consider both of these functionalities to be absolutely essential and I use them very often.”
“We have actively used FreshFlow in our acquisition campaign, where it has proven to be a powerful
tool in business network management.”
“We found FreshFlow to be a very effective activity management tool and interactive
feedback across the entire sales team. That is why we decided to implement it across the entire
Tribal sales network of Allianz pojišt’ovna, a.s.”
Start with FreshFlow today!
First 30 days free
