Q: Can this software be used to move a client through the steps of a marketing service delivery?
I run a book marketing service for authors and need a visual timeline to move them through. I also need the software to let my team members access and carry out various aspects of the service.
A few questions: 1. does the project functionality work with external clients? I would have multiple clients, but one project per client and would want to invite the client to see only their project plan.
2. Does the project show in kanban view rather than having to separately create a kan ban for it? 3. Does your calendar sync with existing calendars? 4. Can you send the forms as a link and responses would be updated in this platform? Or does user have to create an account?
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: Can this software be used to move a client through the steps of a marketing service delivery?
I run a book marketing service for authors and need a visual timeline to move them through. I also need the software to let my team members access and carry out various aspects of the service.
Share FlowyTeam - for High-Performing Teams
Q: I’m a contractor working with external teams
A few questions:
1. does the project functionality work with external clients? I would have multiple clients, but one project per client and would want to invite the client to see only their project plan.
2. Does the project show in kanban view rather than having to separately create a kan ban for it?
3. Does your calendar sync with existing calendars?
4. Can you send the forms as a link and responses would be updated in this platform? Or does user have to create an account?
Thank you
Share FlowyTeam - for High-Performing Teams
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