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.
Q: Do you offer a paid "Consultation" or "Done-For-You Setup" of the platform?
Hi FlowyTeam support, Having been through your articles and videos about KPIs, I'm still unable to understand and set them up for my specific use-case. I would like some assistance from your team in being able to set this up and don't mind paying for a consultation or customized setup. Do you have such an option available? This would be extremely helpful and a big necessity for my operation. I would appreciate any help you can provide.
I started onboarding some of the team members in flowy and I will say I like the platform over all. But there are some issues we are facing
I had an issue generating payroll based on the hours created.
When doing so it only allows Salary VS hours calculated in time sheet. This is driving me crazy.
Also when adding manual hours we found it does not calculate them when generating...
Founder Team
Dirks_FlowyTeam
Feb 4, 2026
A: Hello Ibarhumi,
Thank you for sharing your feedback, and I appreciate you taking the time to outline the challenges you’re experiencing. I’m glad to hear you’re enjoying the platform overall, and I’m sorry for the frustration caused by these issues.
For onboarding guidance, we do offer free self-service resources, including step-by-step walkthroughs and tutorials available on our YouTube...
Can I add external users that are not part of my team that can edit or comment on dashborads for free?
Founder Team
Dirks_FlowyTeam
Jan 30, 2026
A: Hello! You can absolutely invite external users, such as clients, into your workspace so they can stay in the loop. While they won’t be able to edit dashboards, they can still follow progress and collaborate by leaving comments, especially on tasks within the Project module. Client access is intentionally limited to keep things simple and secure, giving them visibility without overwhelming...
I need a CRM Tool that was integration at least with whatsapp, to work with leads by all persona on the team.
I didn’t saw any Reference to receive leads trought WhatsApp and funnels.
I am hiring a virtual office to manage my WhatsApp this week and I am looking for a CRM The question is how leads are handled with in flowyteam
Founder Team
Dirks_FlowyTeam
Jan 30, 2026
A: Hi Poyares, thanks for your question.
At the moment, flowyteam does not have native WhatsApp integration, so leads cannot be received directly from WhatsApp or funneled automatically into the CRM. Leads are currently handled through existing channels
We understand WhatsApp is important, especially if you’re working with a virtual office, and I’ll share this feedback with our development team...
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...
Share FlowyTeam - for High-Performing Teams
Q: Do you offer a paid "Consultation" or "Done-For-You Setup" of the platform?
Hi FlowyTeam support,
Having been through your articles and videos about KPIs, I'm still unable to understand and set them up for my specific use-case. I would like some assistance from your team in being able to set this up and don't mind paying for a consultation or customized setup. Do you have such an option available? This would be extremely helpful and a big necessity for my operation. I would appreciate any help you can provide.
Share FlowyTeam - for High-Performing Teams
Q: Issue here
I started onboarding some of the team members in flowy and I will say I like the platform over all. But there are some issues we are facing
I had an issue generating payroll based on the hours created.
When doing so it only allows Salary VS hours calculated in time sheet. This is driving me crazy.
Also when adding manual hours we found it does not calculate them when generating...
Dirks_FlowyTeam
Feb 4, 2026A: Hello Ibarhumi,
Thank you for sharing your feedback, and I appreciate you taking the time to outline the challenges you’re experiencing. I’m glad to hear you’re enjoying the platform overall, and I’m sorry for the frustration caused by these issues.
For onboarding guidance, we do offer free self-service resources, including step-by-step walkthroughs and tutorials available on our YouTube...
Share FlowyTeam - for High-Performing Teams
Q: Can I add external user?
Can I add external users that are not part of my team that can edit or comment on dashborads for free?
Dirks_FlowyTeam
Jan 30, 2026A: Hello! You can absolutely invite external users, such as clients, into your workspace so they can stay in the loop. While they won’t be able to edit dashboards, they can still follow progress and collaborate by leaving comments, especially on tasks within the Project module. Client access is intentionally limited to keep things simple and secure, giving them visibility without overwhelming...
Share FlowyTeam - for High-Performing Teams
Q: WhatsApp integration
I need a CRM Tool that was integration at least with whatsapp, to work with leads by all persona on the team.
I didn’t saw any Reference to receive leads trought WhatsApp and funnels.
I am hiring a virtual office to manage my WhatsApp this week and I am looking for a CRM
The question is how leads are handled with in flowyteam
Dirks_FlowyTeam
Jan 30, 2026A: Hi Poyares, thanks for your question.
At the moment, flowyteam does not have native WhatsApp integration, so leads cannot be received directly from WhatsApp or funneled automatically into the CRM. Leads are currently handled through existing channels
We understand WhatsApp is important, especially if you’re working with a virtual office, and I’ll share this feedback with our development team...
Share FlowyTeam - for High-Performing Teams