Win Business | Buy & Supply | Build It Right | Build & Serve | ||
|---|---|---|---|---|---|
| Dashboard Reporting Widgets | Each user can add widgets to suit their needs. | x | x | x | x |
| Real-time Reports | x | x | x | x | |
| User Accounts & Permissions | x | x | x | x | |
| Private Cloud Server & Backups | x | x | x | x | |
| Basic Support | Business Hours Email Support | x | x | x | x |
| Company, Contact & Address Records | All of your data in one place. | x | x | x | x |
| Company Data Importer | x | x | x | x | |
| GDPR Consent Tracking | x | x | x | x | |
| Interaction History | x | x | x | x | |
| Assign Tasks & Follow-ups | x | x | x | x | |
| Task Lists & Calendar View | x | x | x | x | |
| External Calendar Integration | x | x | x | x | |
| Send / Save Emails | Works with your existing email client. | x | x | x | x |
| Capture Enquiries | x | x | x | x | |
| Sales Leads | x | x | x | x | |
| Sales Reporting & Forecasts | x | x | x | x | |
| Form Builder | x | x | x | x | |
| Service Tickets | x | x | x | x | |
| Website Enquiry Form embed code | x | x | x | x |
Win Business | Buy & Supply | Build It Right | Build & Serve | ||
|---|---|---|---|---|---|
| Sales Quotations & PDF Generation | Choose parts and labour, or and configure product options and automatically generate Quotation PDF. | x | x | x | |
| Product Configuration Sales Tool | Pick customer specific product options and upgrades, capture additional requests and control what can be offered to the customer. | x | x | x | |
| Product Management | Control Products, Versions, Components/BOM and configurable options. | x | x | x | |
| Sales Order Processing | Automate Quote to Order to Manufacture and generate Invoices, PDFs, Credits notes and Dispatch. | x | x | x | |
| Dispatch | Issue Delivery Note including itemised product serial numbers. | x | x | x | |
| Credit Notes | x | x | x | ||
| Stock Levels | x | x | x |
Win Business | Buy & Supply | Build It Right | Build & Serve | ||
|---|---|---|---|---|---|
| Parts Management | x | x | x | ||
| Multiple Approved Suppliers per Part | x | x | x | ||
| Multiple Supplier Part Numbers per Part | x | x | x | ||
| Asset / Serial Number Management | x | x | x | ||
| Automatic Back-flushing of Stock | x | x | |||
| Monitor Stock Levels | x | x | x | ||
| Stock Take & Adjustments | x | x | x | ||
| Purchase Order Processing | x | x | x | ||
| Stock Locations | x | x | x | ||
| Goods Received Notes & Invoice Approval | x | x | x | ||
| Low Stock Indicators | x | x | x | ||
| Minimum Order Levels | x | x | x | ||
| PO Approval Limits | x | x | x | ||
| Parts Importer / Updater | x | x | x | ||
| Supplier Parts Importer / Updater | x | x | x | ||
| BOM / Components List Importer / Updater | x | x | |||
| Supplier Performance Report | x | x | x | ||
| Expenditure Report | x | x | x | ||
| Retrospective Stock Value Report | x | x | x | ||
| Clear down Purchase Orders | x | x | x | ||
| Purchase Returns | x | x | x | ||
| Purchase Invoices | x | x | x | ||
| Credit notes | x | x | x |
Win Business | Buy & Supply | Build It Right | Build & Serve | ||
|---|---|---|---|---|---|
| Sales Invoices | x | x | x | ||
| Purchase Order Invoices | It’s easy to add more users and features as your business grows. | x | x | x | |
| Sales Credit notes | x | x | x | ||
| Purchase Credit Notes | x | x | x | ||
| Accounts Integration* | Xero, Quickbooks Online, Kashflow. Sage at extra cost, see FAQs. | x | x | x | |
| Cash Control Reporting | x | x | x |
Win Business | Buy & Supply | Build It Right | Build & Serve | ||
|---|---|---|---|---|---|
| Assemble/Build to Order or Stock | x | x | |||
| Manage Bill of Materials | x | x | |||
| Project Cost / Profit Tracking | x | x | |||
| Job Cards and Kitting | x | x | |||
| Materials Demand (MRP) | x | x | |||
| Time Tracking | x | x | |||
| Job Scheduling | x | x | |||
| Back-flush Stock | x | x | |||
| Asset / Serial Number Creation | x | x | |||
| Miscelleanous Cost Tracking | x | x |
Win Business | Buy & Supply | Build It Right | Build & Serve | ||
|---|---|---|---|---|---|
| Service Ticketing | Track customer service requests. | – | – | – | x |
| Service Quotations | Parts, and labour, or choose and configure product options and automatically generate Quotation PDF. | x | |||
| Service Job Cards | Track time and materials used on the job, capture on-site photos. | x | |||
| Allocate Stock to Service Jobs | x | ||||
| Service Job Card Assignment | Assign to an engineer and they’ll get an immediate email alert. | x | |||
| Materials, Miscellaneous & Labour Cost Tracking | x | ||||
| Part & Asset/Serial Number Service History | All service tickets and jobs can linked to your assets to record product service history | x | |||
| Warranty Flag | x | ||||
| Upload/save pictures, files & documents | x | ||||
| Customisable Forms | Capture additional data specific to your business | x | |||
| Service Levels / KPI Tracking | Track response rates for different Service Level timeframes, set up to suit your business | x | |||
| Time to Respond, Time to Fix | x |
| Add to any package | Win Business | Buy & Supply | Build It Right | Build & Serve | |
|---|---|---|---|---|---|
| Create Targeted Marketing Lists | from Company, Contact data in Flowlens CRM | ||||
| Filter Contacts by Enquiries, Leads, Orders | Add data to suit different customer profiles, sales nurturing, after-sales and much more | ||||
| Mailchimp Integration for emails | Seamless transfer to run expert campaigns and automations | ||||
| Exclude GDPR opt-outs |
Yes, choose a package to get started on a 14 day trial.
Yes, every package comes with implementation and training services, starting at £995+VAT. Learn more.
Yes, we offer expert consultancy services to help you map and optimise your business processes. Our team comprises experienced manufacturing and business process professionals who will guide you through this important process. Contact us to arrange a process mapping session.
Yes, in most cases we can create a features package that will meet your business’ specific requirements. Get in touch with our sales team or chat with us on this page for a no-obligation quote.”
Yes you own your data at all times. You can export data from Flowlens using the simple CSV download tool at any time.
Flowlens integrates with Sage 50, Xero, Quickbooks and Kashflow. We offer an integration service to give you peace of mind that this is setup and tested before ‘going live’.
Sage 50 is subject to an additional annual integration license fee. Payment status can only be updated from Xero, Quickbooks and Kashflow.
No, we will work with you to understand your requirements. Typically users who simply need to update timesheets would be treated as basic users.
We have different contract options to suit your requirements, contact us to discuss further.
Yes, we offer enterprise licenses if you wish to purchase upfront. Contact us to discuss your needs.
Unlike most cloud services, you don’t share resources with other companies. Your company data is held in its own discrete database, and backed up every day.
No, Flowlens is a cloud only service, available via web-connected devices such as smart phones, tablets, laptops and desktops.
*Unlimited 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.
** Marketing campaigns integrates with Mailchimp for sending email campaigns.
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