BusinessFlow Booking + CRM
Turn customer history into better follow-ups
Record the customer's last request and a specific next action.
This guide uses BusinessFlow Booking + CRM as its starting point. It combines the documented project capabilities with practical suggestions for planning and reviewing your own work. The suggestions below are guidance, not a claim that the application automates every step.
Start with a concrete task
Record the customer's last request and a specific next action. Assign an owner so two team members do not both send the same follow-up.
What the project provides
Manage customer histories, leads, tags, assignments, deals, follow-ups and reviewed duplicate merges.
Review the result before moving on
Before merging similar records, compare contact details and recent activity. A matching name alone is not enough evidence that two customers are the same person.
Access and setup
Create a private email/password account, then create your business workspace. The old local admin/admin account is disabled on this public deployment. Existing records in the original local project are not copied into this new deployment.
Common questions
Where can I find the current project details?
Read the BusinessFlow Booking + CRM project page for its documented features, access notes and live application link.
Does this guide describe an automated workflow?
Only the capabilities explicitly described in the project section are product features. Planning and review suggestions may need to be performed manually.
Your next step
To explore a similar experience for your own audience, review our related service. Start the discussion with a concrete user task and the information needed to complete it.