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 light 📅 Calendar 🤝 Campaigns ✅ Projects 📧 Emails 📊 Statistics
Calendar entry. And also to the contact history.
Recorded activities are automatically linked directly to specific contacts. Each contact has a card where the history of all relationships is created – meetings, calls, notes, tasks, or results.
This way, you can always see what has already happened with the client, how it turned out, what is agreed upon, and what follows.
From this data, a robust contact database is also created, where clients can be filtered, searched, or tagged for segmentation in many ways – for example, for specific campaign purposes.
Calling from the app = automatic recording of calls and their results
You can make calls directly in the mobile app – they are automatically recorded as an activity in the calendar and on the client’s card.
After the call, you immediately select the result from your preset options (e.g., reached, agreed, call later..). You can also plan a follow-up activity – without the need to record anything separately and look it up 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 the diary. The system sorts and evaluates 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 solution for client campaigns
Díky spojení automatické evidence aktivit a jejich výsledků s možností analyzovat výkony celého týmu, je FreshFlow vhodným a prověřeným řešením pro správu a řízení klientských kampaní.
Obchodníci budou mít jasný přehled o všech aktivitách, klientech, či leadech v rámci kampaně. Samotným zadáváním aktivit do kalendáře či voláním z mobilní aplikace.
Díky možnosti filtrování statistik za jednotlivé kampaně manažeři zase získají nástroj pro „live“ vyhodnocení – od počtu oslovení až po výsledkovou efektivitu každého obchodníka i celé kampaně.
Emails assigned to the contact. Overview for everyone
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 will also get a tool for (team) tasks and projects
Tasks and projects in FreshFlow are directly linked to the calendar and contact card – so they naturally complement 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 connected 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.
Are you interested in taking a look at FreshFlow through a short demo?
Jak FreshFlow funguje, a jak Vám může pomoci v podnikání, Vám rádi ukážeme online v krátké ukázce. Stačí nám zanechat kontakt, krátký popis toho, co od FreshFlow očekáváte, my se Vám ozveme a domluvíme se na případném videohovoru.
What do those who know FreshFlow say?
“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.”
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