Really cool tool, but I miss the ability to fully customize my invoices. This makes the tool unusable for me, because I need to be able to completely configure my invoices myself and choose which fields are displayed. Will this be possible in the near future?
Founder Team
Dirks_FlowyTeam
Mar 9, 2026
A: Hello Elia, thanks for sharing your feedback! We’re aware that invoice customization is a critical feature for many users, and we're actively working on providing more flexibility. We’re already started working on this update and hope to roll it out soon. Stay tuned for future updates!
Q: If I buy what I need today in codes, what would be the cost to upgrade in two years if I need more?
Founder Team
Dirks_FlowyTeam
Mar 9, 2026
A: Great question, mmwoodend. You'll be able to simply buy more when you need to upgrade in the future. However, please note that currently, the maximum number of codes allowed is 5, which covers up to 50 employees. As we plan for future updates, we’ll ensure there are more options available if you need to scale up beyond that.
Hi, i need a telemarketer set appointments on any agents calendar. Is it possible for a User to set appointmnet on another agents's calendar?
Founder Team
Dirks_FlowyTeam
Mar 9, 2026
A: Hello Federica, for this one, you’ll need to enable the appropriate permissions. You can do this by adjusting the roles and permissions settings. Once that’s configured, the telemarketer will be able to access and schedule appointments for the agents. If you need further assistance, feel free to reach out to us at [email protected] .
Q: Inquiry Regarding User Limit - Need 70 Users (Beyond Code 5)
Hi FlowyTeam Support,
I am interested in using FlowyTeam for my organization. However, I have 70 users, while I noticed that Code 5 only covers up to 50 users.
I would like to ask:
Is there a way to stack more codes (e.g., Code 6 or more) to accommodate 70 users?
If stacking is possible, how many total codes do I need to purchase to reach the 70-user limit?
Is there a specific "Unlimited...
Founder Team
Dirks_FlowyTeam
Feb 20, 2026
A: Hi itdevelopment, thank you for your interest in FlowyTeam.
At the moment, our system allows a maximum of 5 codes per account. If you require more than what 5 codes cover, the additional users would need to be activated under a subscription plan.
For a team of 70 users, we would recommend combining the maximum available codes with a subscription for the remaining users.
1. Need to understand if flowly support the crm import from other and crm export for backups? 2. Is there any way we can assign leads specific roles to the marjeting employee. We dont want to give full employee module level access and admin access to those employees. We tried but seems like after giving a roles with leads to perticular to employee it was not worked.
Step-by-Step FlowyTeam...
Founder Team
Dirks_FlowyTeam
Mar 9, 2026
A: Hi Yagnik, Yes, FlowyTeam does support CRM import and export functionalities. If you’re looking to back up your data or migrate from another CRM, you can use these features to import and export your data as needed. It is located on the top right corner
Regarding assigning leads to specific roles for marketing employees, we’ve resolved the issue for your account. Our team should already...
Q: Customize my invoices.
Really cool tool, but I miss the ability to fully customize my invoices.
This makes the tool unusable for me, because I need to be able to completely configure my invoices myself and choose which fields are displayed.
Will this be possible in the near future?
Dirks_FlowyTeam
Mar 9, 2026A: Hello Elia, thanks for sharing your feedback! We’re aware that invoice customization is a critical feature for many users, and we're actively working on providing more flexibility. We’re already started working on this update and hope to roll it out soon. Stay tuned for future updates!
Share FlowyTeam - for High-Performing Teams
Q: If I buy what I need today in codes, what would be the cost to upgrade in two years if I need more?
Dirks_FlowyTeam
Mar 9, 2026A: Great question, mmwoodend. You'll be able to simply buy more when you need to upgrade in the future. However, please note that currently, the maximum number of codes allowed is 5, which covers up to 50 employees. As we plan for future updates, we’ll ensure there are more options available if you need to scale up beyond that.
Share FlowyTeam - for High-Performing Teams
Q: Appointment for agents
Hi, i need a telemarketer set appointments on any agents calendar.
Is it possible for a User to set appointmnet on another agents's calendar?
Dirks_FlowyTeam
Mar 9, 2026A: Hello Federica, for this one, you’ll need to enable the appropriate permissions. You can do this by adjusting the roles and permissions settings. Once that’s configured, the telemarketer will be able to access and schedule appointments for the agents. If you need further assistance, feel free to reach out to us at [email protected]
.
Share FlowyTeam - for High-Performing Teams
Q: Inquiry Regarding User Limit - Need 70 Users (Beyond Code 5)
Hi FlowyTeam Support,
I am interested in using FlowyTeam for my organization. However, I have 70 users, while I noticed that Code 5 only covers up to 50 users.
I would like to ask:
Is there a way to stack more codes (e.g., Code 6 or more) to accommodate 70 users?
If stacking is possible, how many total codes do I need to purchase to reach the 70-user limit?
Is there a specific "Unlimited...
Dirks_FlowyTeam
Feb 20, 2026A: Hi itdevelopment, thank you for your interest in FlowyTeam.
At the moment, our system allows a maximum of 5 codes per account. If you require more than what 5 codes cover, the additional users would need to be activated under a subscription plan.
For a team of 70 users, we would recommend combining the maximum available codes with a subscription for the remaining users.
If your team is...
Share FlowyTeam - for High-Performing Teams
Also curious about this
Q: Does flowy supports the crm migrations
1. Need to understand if flowly support the crm import from other and crm export for backups?
2. Is there any way we can assign leads specific roles to the marjeting employee. We dont want to give full employee module level access and admin access to those employees. We tried but seems like after giving a roles with leads to perticular to employee it was not worked.
Step-by-Step FlowyTeam...
Dirks_FlowyTeam
Mar 9, 2026A: Hi Yagnik, Yes, FlowyTeam does support CRM import and export functionalities. If you’re looking to back up your data or migrate from another CRM, you can use these features to import and export your data as needed. It is located on the top right corner
Regarding assigning leads to specific roles for marketing employees, we’ve resolved the issue for your account. Our team should already...
Share FlowyTeam - for High-Performing Teams