Manage your team and business in your calendar
Link events with people and tasks for better results.
In one app with just a few clicks, without unnecessary data entry.
Always and everywhere clearly at your fingertips, in the mobile app.
Selection of activities and events
Contacts with activity history
Share contacts
Assign tasks
Templates for projects and tasks
Statistics for Managers
Shared calendar
Instant view of each team member’s location enables the ability to dispatch someone to the next appointment or shows availability of the team for a new meeting appointment.
Contact management
Share, tag and sort all contacts. You can also add notes, save documents and track history for each contact.
Tasks and projects
Create tasks for calendar events and for contacts. You can delegate, commission and sort tasks, group them into projects, and save them in templates.
Statistics
Monitor and analyze the number of activities performed and their outcome. You can select data ranging from contacts to the whole team, or even an individual activity.
Plan in the calendar
Choose from pre-set activities tailored for various sectors: distinguish between phone calls, appointments, or other activities tailored to your business needs.
Link activities to contacts
Most calendar events include a contact – now link your contacts to your activities. You can also add a note or tag to a contact.
Record results and plan follow-up activities
Finalized events or activities have pre-defined results that you can select. You can insert additional notes and create a new event, like a follow-up meeting.
Create and assign tasks
Has an activity or meeting with a contact resulted in a task? Maybe you have to send an email or prepare a proposal? Never forget again! Automatically create a new task without having to open a different system or to-do app.
You can also delegate that task to team members.
Analyze activities and results
No more Excel sheets. Managers and team leaders can view various statistics for the entire team or individual members at any time. No more waiting for data from branches or other individuals.
User references
“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. The right time
management is one of the keys to success. As the saying goes, people don’t plan to go broke, they go broke planning.
Partners Office gives me the opportunity to go inside 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 actively used FreshFlow in our acquisition campaign, where it proved to be a powerful
a tool in the management of the business network.”
“We found FreshFlow to be a very effective activity management tool and interactive
feedback across the entire sales team. That is why we have decided to implement it throughout
Allianz pojišt’ovna, a.s.”
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