Imagine this scenario: you've just negotiated a great businesscase with a potential client, and you want to make sure that the ball is kept in your court by creating a task in Flowlu to ensure that the businesscase goes through. Wouldn't it be great if there was an easy way to do that right from within Raynet CRM? Well now there is!
With our integration between Raynet CRM and Flowlu, creating task in Flowlu is now easier than ever. Whenever a businesscase is created in Raynet CRM, you can automatically create a corresponding task in Flowlu to keep your team up-to-date.
CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.
However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.
Using this Raynet CRM - Flowlu integration, anytime a new Raynet CRM person is created, an Flowlu contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
Raynet CRM and Flowlu are both powerful tools that, when used correctly, can help you become more productive.
When you create a person in Raynet CRM, do you also create a task in Flowlu? If not, you should! This will help ensure that you never forget to follow-up with a lead. Also, it can help to keep your team organized and on track.
You Can Also Connect Raynet CRM or Flowlu With 1400+ Other Apps
Raynet CRM
RaynetCRM is a CRM software designed to help businesses effectively manage customer interactions and relationships. It offers contact management, sales pipeline tracking, task management, email marketing, and reporting.
Flowlu is the ultimate digital workplace. With Flowlu, you can create and manage all your projects, tasks and projects in one place — from anywhere with an internet connection.