Flow XO is a business workflow management solution that lets its users connect web apps to automate their sales and marketing.
Flow XO is a platform that allows users with no technical experience to build sales and marketing workflows on top of their existing cloud applications.
Each supported service is built as a module which is called by the Flow XO core. A service is split into separate methods, and each method is either a trigger (looks for new records, or receives new records via a webhook) or an action (creates, updates or deletes records).
It builds workflows quickly and easily,with simple workflow designer, even for novice users.
Marketing: Drip marketing campaigns; Lead management; Post event follow up.
Onboarding: Claims handling; Order processing & approval; Welcome emails.
Renewals & Retention: Annual renewals; Collecting feedback; Handling cancellations.
Upselling: Upgrade offers; Customer reviews; Identifying cross-selling opportunities.
Product recommendations, vendor rankings, market overview and tips on how to select Workflow Management software for business. Published in January 2022.
Workflow management software helps businesses to streamline their everyday operational task assignment, management, and documentation processes. Through automating repetitive daily tasks, overall business productivity will greatly benefit. To effectively ke...FREE DOWNLOAD Workflow-Management-Software-Buyer-Guide-2018.pdf
Free: 2 workflows; 100 tasks; 5 minute triggers
Micro: $19 per month; 5 workflows; 5,000 tasks; 5 minute triggers.
Plus: $49 per month; 10 workflows; 15,000 tasks; 1 minute triggers.
Pro: $99 per month; 20 workflows; 45,000 tasks; 1 minute triggers.
It is used to build automated sales & marketing workflows.
Flow XO is a cloud-based service.
It is used in tandem with Google apps and various CRM and email marketing platforms.
Flow XO integrates with: Google apps, Campaign Monitor, Mailchimp, Pipedrive, FreshBooks, Trello, Slack, Twilio etc.
It offers an API.
They offer knowledge base and live chat.