Customer Workflows

Increase customer satisfaction and retention through workflow-based public forms, automated onboarding and “at risk” client management processes.

Break down silos and automate processes across departments to deliver a seamless customer experience, from issue to resolution.

Customer Workflows

Increase customer satisfaction and retention through workflow-based public forms, automated onboarding and “at risk” client management processes.

Break down silos and automate processes across departments to deliver a seamless customer experience, from issue to resolution.

Deliver world-class customer experiences with personalized self-service

Automate your processes to elevate your customer service and reduce error occurence. Empower your team to be proactive in resolving customer issues, rather than tying up their time with menial tasks.

Quote Approval

Start customer relationships off in the best possible way with automated quote approvals.

Reduce the chance of errors and deliver quotes in a timely fashion with a digital workflow. Enable customers to review, comment and sign off on key documents. Once signed off, transfer the relevant aspects of the job to key stakeholders within your business.

Customer Onboarding

Increase the lifetime value of customers by ensuring they receive quality onboarding.

Remove chances of human error and identify “at risk” onboardings before the customer relationship is damaged. Enable complete visibility of the process across your sales and customer service teams.

Customer Onboarding

Increase the lifetime value of customers by ensuring they receive quality onboarding.

Remove chances of human error and identify “at risk” onboardings before the customer relationship is damaged. Enable complete visibility of the process across your sales and customer service teams.

Account Handover

Manage the customer lifecycle by automating key information transfer between staff and departments.

Strengthen the business-client relationship by ensuring that all handovers are seamless and simple. From pre-sales to post-sales teams, account managers to finance, increase inter-departmental collaboration and provide customers with world-class service.

Essential Processes for Finance

Build Your Digital Processes

We asked our process experts to dig into the issue and breakdown critical finance processes that can help companies immediately.

This book covers the small and frequent processes as well as processes you might struggle to find documented anywhere else.

Get Rid of PDF Forms

Improve your customer experience, get rid of data entry and send submissions to the right people all at once!

Flowingly’s Public Forms allow you to build out any form on your website or intranet. Once customers submit that form it will trigger a workflow of your design, routing to the right people in the organization. Capture text fields, option lists, file attachments, signatures and more.

Get Rid of PDF Forms

Improve your customer experience, get rid of data entry and send submissions to the right people all at once!

Flowingly’s Public Forms allow you to build out any form on your website or intranet. Once customers submit that form it will trigger a workflow of your design, routing to the right people in the organization. Capture text fields, option lists, file attachments, signatures and more.

Route Submissions to the Right People

Make sure each submission gets dealt with appropriately. Use escalation pathways to sort between simple or complex cases.

Maybe your customer complaint needs to be escalated to senior management. Or a property inspection needs to take place before a dangerous dog is registered. With Flowingly you can build the workflow to suit YOUR business.

Map the Ideal Customer Journey

Build engaging process maps to showcase the ideal customer journey.

Enable new staff to get up-to-speed quickly on the company’s expectations. Embed rich content including policy documents, videos and images to make training as engaging as possible.

Map the Ideal Customer Journey

Build engaging process maps to showcase the ideal customer journey.

Enable new staff to get up-to-speed quickly on the company’s expectations. Embed rich content including policy documents, videos and images to make training as engaging as possible.

From SMB to Fortune 100

Driving digital transformation at public and private sector organizations globally.

Construction

Golden Homes manage all construction projects through Flowingly, delivering enhanced business visibility.

Enterprise

A Fortune 100 company uses Flowingly to automate 5,000+ process tasks a day for 70,000+ users globally.

Professional Services

Harper Digital utilize Flowingly to deliver exceptional customer service and automate and manage their projects.

Local Government

East Gippsland Shire Council use Flowingly to map and automate workflows, delivering a central system of record for all processes.

Education

NMIT transformed manual processes into automated workflows, delivering significant business benefits and risk reduction.

Central Government

Te Puni Kōkiri are driving a digital transformation by automating key business processes on the Flowingly platform.

Get your business Flowing