What is FlowyTeam?
FlowyTeam is an all-in-one platform for SMEs, offering tools for strategy, project management, CRM, finance, HR, and AI assistance to enhance productivity and team performance.
Key Features
Strategic Planning
- Strategy planning, OKR management, and KPI tracking.
- KPI tree for visualizing business goals.
Project and Task Management
- Gantt charts and Kanban boards for task organization.
Employee Engagement
- Reward systems, weekly check-ins, and 1-on-1s to boost morale.
Sales and CRM
- Built-in CRM for lead management and sales processes.
Financial Management
- Track invoices, payments, and expenses.
HR Management
- Payroll, leave management, and employee workflows.
Support Management
- Support ticketing system for customer requests.
Time Tracking
- Track attendance and task efficiency.
Data Analysis
- Create forms and surveys for data-driven decisions.
Learning Hub
- Centralized learning resources for employee development.
AI Assistance
- Over 300 AI Personas for task support.
FAQ
Can I customize client dashboards with external KPIs?
Not currently, but this feature is being considered for future updates.
How can I update events for clients?
Use the Project Module’s Milestone section for client communication.
Can I manage multiple branches in one account?
Yes, using the Organizational Chart feature.
Can users from one branch see another branch’s tasks?
No, task visibility is controlled by branch.
Can I create tasks without dates?
No, but you can use Sticky Notes for quick reminders.
Can I use FlowyTeam for a cooking equipment business?
Yes, but it lacks specialized features. Try the free trial to assess fit.
Can I activate multiple codes on one account?
No, only one code per account.
Are employees tracked within the user limit?
Yes, employees with feature access count toward the limit.
How can I add more users?
Update billing info in settings to invite more employees.
Is there Pabbly Connect integration?
Not currently, but Zapier integration is available.
Is there a white-label option?
Custom CNAME options are in development.
Can I stack AppSumo codes?
No, but you can use them for separate accounts.
Does FlowyTeam have API and webhooks?
API documentation is available, but no direct API access outside Zapier.
Can I add employee details without logins?
No, all employees with feature access count toward the user limit.
Is there a mobile app?
No, but chat and Zapier integrations are available.
Are more integrations planned?
Yes, but Pabbly Connect is not currently supported.
Can I invoice clients via Stripe or PayPal?
Not yet, but it’s on the roadmap.
Is the software production-ready?
Yes, with ongoing updates and bug fixes.
Can I view multiple team OKRs on one screen?
No, but this feature may be added in the future.
Conclusion
FlowyTeam is a comprehensive platform for SMEs, ideal for growing organizations with 5 to 250+ employees. It offers a lifetime deal and integrates strategy, project management, CRM, finance, HR, and AI tools. While it may not suit highly specialized needs or immediate white-labeling, it provides significant value for unified business management.
