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 personalised 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.

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.

Enterprise

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

 

Professional Services

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.

Food Production

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.

Get your business Flowing