Stay organized in client relationships and B2C campaign managementBuild a complete client history automatically — every interaction and client record is created straight from your calendar activities.
A tool to organize client relationships and campaigns
FreshFlow automatically builds a complete history of every client relationship — every meeting, call, note, result, or follow-up is saved to the right contact’s profile.
You’ll always know what was agreed, what came next, and what still needs attention.
With this clear history, you can manage your contacts in a smart and intuitive way — search, filter, tag, and log emails directly from within the system.
Our solution is also trusted for managing client campaigns, whether for acquisition or ongoing client care.
Strong relationships start with clarity and detail
With FreshFlow, you get full visibility into your relationship history and accurate records for every client and campaign
Calendar entry. And instantly saved to the client’s history
In real life, there’s often no time to dig through old notes. FreshFlow automatically logs all your calendar activities — as soon as you create an activity, it’s linked to the relevant client’s record.
Whether you’re heading to a meeting or working on a campaign, you’ll have the full client history in one place — from the very first contact, through past deals and outcomes, to current steps, notes, and reminders.
Assigning emails to contacts
FreshFlow lets you link emails to contacts automatically, manually, or by simply BCCing your unique FreshFlow email address.
This gives you a clear overview — not just for yourself, but for the entire team. Everyone who works with the client can instantly see what’s been discussed, what the communication was about, and what’s next.
Each client’s card shows the full conversation history — no forwarding, no digging, no missing context.
Stay on top of your clients with smart filtering
When you’re working with lots of contacts, it’s crucial not to let any valuable client slip through the cracks.
FreshFlow helps you instantly spot which clients haven’t been contacted in a while — and who might be ready for a new offer.
Filter your contacts by recent activity, last result, region, or even upcoming activities — and get a crystal-clear view of the right clients in just a few clicks.
Smart follow-up planning – never miss the next step
In the rush of daily work, it’s easy to forget the next step that moves the deal forward.
FreshFlow lets you plan follow-up actions and reminders — whether it’s a callback, a next meeting, or a task that came out of the previous activity.
Each follow-up is automatically linked to the original activity and saved to both the shared calendar and the contact’s card (or even to tasks, if needed).
Smart labeling for client segmentation
Label your contacts any way you like – and create your own custom contact segments.
Whether you’re segmenting clients by campaign type, purchased products, or preferences, labels let you quickly filter the right clients for each step in your campaign or your day-to-day client work.
When running a campaign, you can also use the mobile app to “target” specific contacts based on selected labels — all in just a few taps.
Call from the app — and log the result automatically
With the FreshFlow mobile app, every call you make to a client is automatically recorded as an activity in the calendar and in the client card — including the result.
Simply choose the activity type, call the client directly from the app, and then just enter the outcome, notes, or next steps (follow-up) if needed.
No more manually logging calls — FreshFlow handles it for you, instantly.
How will FreshFlow help you further?
Option to insert custom fields in the contact card
Each team needs to record slightly different information. In FreshFlow, you can customize the contact card to suit your needs – using custom fields to add exactly what’s key for you.
For example, you can keep a record of your preferred method of contact, number of contracts, estimate of leads or frequency of communication. Thanks to the different field types, you have complete freedom in what you store in the contact.
Contact files together
Do you want to quickly view contracts or other documents related to a client or activity?
Insert and scan documents, photos or even videos to your contacts.
Reminders and confirmations to contacts
You can send your FreshFlow contacts a confirmation or reminder of an activity that will take place.
You can choose from SMS or email confirmations/reminders and you also have the option to choose your own text.
Easy search
Full-text search makes it quick and easy to see everything you need. For example, all contacts with the keyword “contract”.
You can also add your own comments to your contacts, which can also be searched later.
Lending, sharing and forwarding contacts. Simple and fast.
In FreshFlow, you can easily share your contacts and their recorded client relationships with teammates, or temporarily or permanently pass them on for management – depending on what you need:
Temporarily giving (“lending”) means that only the person to whom you temporarily give (“lend”) your contacts and information will see and manage it for a certain period of time.
Sharing allows contacts to be available to both of you at the same time for a given period of time.
The handover of represents a permanent transfer of the contacts for management.
Discover the benefits of differentiating activity types and outcomes
FreshFlow specifically distinguishes what types of business activities are taking place and what the results are. Everyone can set the types of activities and their results exactly according to the activities regularly implemented in their business.
You have a clear overview of the work and results, whether your own or, for example, of the salespeople in your team. You get an overview not only in the calendar, but also in the client card among the history of client activities.
Working with pre-set activities and results also automatically generates valuable data (statistics) – just by entering the business activities themselves into the FreshFlow (calendar).
Real-time and effortless activity analysis
By entering pre-set client activities and results, you allow FreshFlow to not only store this data, but also sort and evaluate it efficiently.
You can evaluate by the number of specific activities, the structure of their results, or by person and over any time period. It is also possible to evaluate the overall data for specific campaigns using labels.
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.
Various options for customising your database
You can customize the overview of your FreshFlow client database to suit your daily work.
You can customize the data you want to display. You can display any data you want, as you can also display your own, defined fields in the contact overview (e.g. satisfaction, value of the deal…)
You can also customize the order of the columns or the column sizes. You can also set the visibility of custom fields that you set for your work.
User references
“We actively used FreshFlow in our acquisition campaign, where it proved to be a powerful tool in managing our sales network.”
“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
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 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 business network of Allianz pojišt’ovna, a.s.”
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