Watch our demo webinar now to see Flowlens in action, or browse the list of features below:
General Features
Enhance team communication, transparency and visibility with:
Dashboard Reporting Widgets (bolt-on feature)
Real-time Reports
User Accounts & Permissions, Two Factor Authentication
Company, Contact & Address Records
Company Data Importer
GDPR Consent Tracking
Customer Interaction History
Assign Tasks & Follow-ups
Customer / Equipment Service Tickets
Task Lists & Calendar View
External Calendar Integration
Stock & Parts
Purchase smarter and minimise stock levels with:
Parts & Version Number Management
Multiple Approved Suppliers per Part
Multiple Supplier Part Numbers per Part
Asset / Serial Number Management
Purchase Order Approvals / Limits
Manual Stock Adjustments
Bulk Stock Takes (bolt-on feature)
Purchase Order Processing
Material Requirements Plan
Multiple Stock Locations
Goods Received Notes & Invoice Approval
Low Stock Indicators
Minimum Order Levels
Monitor Stock Levels
Parts Importer / Updater
Supplier Parts & Pricing Importer / Updater
Supplier Performance Report
Expenditure Report
Retrospective Stock Value Report
Clear down Purchase Orders
Purchase Returns
Purchase Invoices
Credit notes
Stock Replenishment PO Workflow
BOM / Components List Importer / Updater
Back-flushing Production Stock
Bulk Serial Number Assignment
Sales Quotes and Orders
Avoid errors and ensure clear and consistent customer communications with:
Sales Quotations & PDF Generation
Product Configuration Sales Tool
Product Management
Sales Order Processing
Dispatch Notes and Serial Tracking
Credit Notes
Proforma Invoices
Manufacturing
Stay on top of your manufacturing jobs and costs with:
Assemble/Build to Order or Stock Job Cards
Manage / Upload Bill of Materials
Project Cost / Profit Tracking
Job Card Progress and Kitting
Materials Demand (MRP)
Purchase Order to Job workflow
Time Tracking
Budget/Actual Labour & Materials Tracking
Job Scheduling
Back-flush Stock
Asset / Serial Number Creation
Miscellaneous Project Cost Tracking
Product Refurbishment
Finance
Manage cashflow with:
Sales Invoices
Purchase Order Invoices
Sales & Purchase Credit Notes
Commercial Invoices
Pro-forma Invoicing
Accounts Integration* (Xero, QuickBooks Online, Sage 50, Kashflow)
Cashflow Control Reporting and Dashboard Widgets
Budget/Actual Labour & Materials Tracking
Project Cost Tracking
Manufacturing CRM (bolt on)
Drive more sales with:
Sales Leads & Enquiries
Pipeline Reporting & Forecasts
Assign Tasks & Follow-ups
Task Lists & Calendar View
External Calendar Integration
Compose / Send / Save Emails
Website Enquiry Form integration code
Service (bolt on feature)
Exceed customer expectations and drive after-market revenues with:
Customer / Equipment Service Tickets (included in all packages)
Asset/Serial Number Service History
Service Quotations
Service Job Cards
Allocate Stock to Service Jobs
Service Job Card Assignment
Materials, Miscellaneous & Labour Cost Tracking
Warranty Flag
Upload/save pictures, files & documents
Service Levels / KPI Tracking
Time to Respond, Time to Fix
Marketing
Keep in touch with customers and suppliers with:
Create Targeted Marketing Lists
Filter Contacts by Enquiries, Leads, Orders
Exclude GDPR opt-outs
Mailchimp Integration for emails (optional service)
Form Builder (bolt on feature)
Ensure consistent, quality processes with:
Create forms with various Field Types
Get signatures
Lookup system data
Deploy forms across the system
External Data Feeds (bolt on feature)
Access your data for external analysis and integration with:
Real-time data feeds creation
Apply filtered searches
Available as CSV, PDF, JSON
** Unlimited records (including parts/components, products), transactions and application hosting subject to fair user policy. For usage beyond normal levels additional server resources may be deployed to enhance performance, at extra cost.