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.
You’re in good company
Proud to be driving digital transformation globally.
Energy
Todd Energy are using Flowingly and Power Automate to create a process center of excellence, empowering non-technical teams to help deliver automation at scale.
A Fortune 100 company uses Flowingly to automate 5,000+ process tasks a day for 70,000+ users globally.
Flowingly has enabled rhipe to adopt a line-of-business approach to workflow, allowing the teams to rapidly automate and iterate their business processes without developers.
Local Government
Glenelg's implementation of Flowingly has allowed them to deliver award-nominated employee experiences and a process center of excellence.
Education
NMIT transformed manual processes into automated workflows, delivering significant business benefits and risk reduction.
Kyvalley Dairy are using Flowingly to transform their processes, starting with turning their manual, spreadsheet-heavy Capital Expenditure process into a streamlined, auditable digital experience.