Flowfinity

Create, automate and integrate custom business process apps.

4,7 /5 (22 reviews) Write a Review!

Flowfinity Overview

What is Flowfinity?

Flowfinity is a platform that empowers you to automate any business process using point-and-click app building tools. Instantly deploy data collection forms, a cloud database, custom workflows and interactive dashboards without any procedural programming.

Our toolset enables you to create end-to-end workflow solutions that boost productivity and increase visibility into operations. All data is centralized, and can be easily integrated with other back-end systems. Field users are able to collect and access data via their mobile device, while office users can review field operations in real time, as well as dispatch or assign tasks. Reports can be automated and emailed from the field to managers, customers, or partners, as well as exported to CSV files, or custom-branded PDFs. Users can visualize all real-time data via customizable dashboards which can be configured using widgets and maps.

Flowfinity’s app editor enables users to create an unlimited number of custom workflow states and rules, as well as choose from 30+ mobile form field types, and customize layouts for specific fields. Apps are instantly published with a click. Integrations are available with popular integration platforms for code-free integration between apps, while the open API allows for REST and SOAP integration with external applications such as your existing ERP or CRM.

Flowfinity Overview

Pricing

Starting from
N/A

Pricing options

Free Trial
Subscription
Value for money

Contact Flowfinity for detailed pricing information.


Flowfinity Features

Devices
Business size
S M L
Markets
United States
Supported Languages
English

Media

Add interactive dashboards for real-time, actionable insight into operations and create custom apps that let users complete mobile forms and workflows from anywhere
Publish cross-platform applications that are instantly available through a web UI and native iOS and Android clients.
Access and edit past records and critical information via mobile devices
Take advantage of the intuitive, point-and-click interface to build apps faster and more efficiently. No coding required.
Improve clarity with photo annotations using the advanced photo annotation editor to add text, shapes, and sketches in different colors and styles
Set custom business rules to color-code records in order to quickly identify and act on issues that require attention
Enhance documentation and evidence in the field through audio recordings, signature capture, photo annotations, and more. Stay productive at all times with offline mode.
Take immediate action within dashboards. Assign tasks, request more details, and send reports to customers without having to navigate away.
Quickly spot issues or patterns by color coding data, based on business rules. Send real-time updates for faster decision-making.
Flowfinity video Flowfinity screenshot: Add interactive dashboards for real-time, actionable insight into operations and create custom apps that let users complete mobile forms and workflows from anywhere Flowfinity screenshot: Publish cross-platform applications that are instantly available through a web UI and native iOS and Android clients. Flowfinity screenshot: Access and edit past records and critical information via mobile devices Flowfinity screenshot: Take advantage of the intuitive, point-and-click interface to build apps faster and more efficiently. No coding required. Flowfinity screenshot: Improve clarity with photo annotations using the advanced photo annotation editor to add text, shapes, and sketches in different colors and styles Flowfinity screenshot: Set custom business rules to color-code records in order to quickly identify and act on issues that require attention Flowfinity screenshot: Enhance documentation and evidence in the field through audio recordings, signature capture, photo annotations, and more. Stay productive at all times with offline mode. Flowfinity screenshot: Take immediate action within dashboards. Assign tasks, request more details, and send reports to customers without having to navigate away. Flowfinity screenshot: Quickly spot issues or patterns by color coding data, based on business rules. Send real-time updates for faster decision-making.

Flowfinity Reviews

Flowfinity Reviews

Overall rating
4,7
/
5
Excellent
17

Very good
4

Average
1

Poor
0

Terrible
0

Value for Money
4,6
Features
4,6
Ease of Use
4,5
Customer Support
4,8
95% recommended this app
Jonathan P.

Flexible reliable system, easy to adapt and very good value for money.

Flowfinity has drastically reduced our paperwork and allowed us to have a live view of activities across several sites showing the status of jobs and issues found. Also the custom coding developed has reduced the amount of time engineers spend writing reports and given them more time to carry out site work. We use the system to satisfy FGas obligations in the UK HVAC industry and it works extremely well.


Elliot S.

A great experience

We are using FlowFinity to do several different things. It is our main data capture tool. Our fleet of trucks and drivers enter all delivery and pickup metrics in it on a continual basis. We use it to schedule our work orders and ensure all goods are picked up and delivered. We also use the system to gather general information throughout our business.


Steve C.

Review of Flowfinity Products

Data collection from the field is easy and it is able to be audited to suit our clients' needs.


Brett J.

Flowfinity solved our numerous field service challenges with ease and great service

We deployed a cross nation field team to visit outlets and conduct in store activities, collecting data through forms and surveys.

We also needed features like gps tracking, mature data storage and extraction, cloud enabled, dashboard creation and performance tracking.

Our previous solution - built specifically for our industry - was a disaster - combination of the software and the supporting team. 5-6 months in and it never worked.

By contrast, Flowfinity created a partnership, held our hand day and night for 5 weeks, answered all queries in real time round the clock, and best of all - it worked. Took 5 weeks from start to finish.

Simply could not be more satisfied and wish we had found the solution 6 months earlier.

I highly recommend the solution and the Team.


Sarah R.

Built a custom solution for managing a SMB - staff time tracking, client database, invoicing

-Reduced administrative overhead by about 80%


Jonathan P.

Flexible reliable system, easy to adapt and very good value for money.

Used Daily for 2+ years
Reviewed on 2018/04/18
Review Source: Capterra

Flowfinity has drastically reduced our paperwork and allowed us to have a live view of activities across several sites showing the status of jobs and issues found. Also the custom coding developed has reduced the amount of time engineers spend writing reports and given them more time to carry out site work. We use the system to satisfy FGas obligations in the UK HVAC industry and it works extremely well.

Pros

Extremely easy to use and changes can be made and published very quickly. The offline storage of data sets Flowfinity apart from its competitors and permits usage in low signal areas. The support department are very helpful and any issues are dealt with very quickly.

Cons

To fully exploit the system to its full potential a strong background in IT/Programming is extremely beneficial. But anybody can design and publish a basic application to users in less than a hour.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Elliot S.
Industry: Nonprofit Organization Management
Company size: 51-200 Employees

A great experience

Used Daily for 2+ years
Reviewed on 2019/07/18
Review Source: Capterra

We are using FlowFinity to do several different things. It is our main data capture tool. Our fleet of trucks and drivers enter all delivery and pickup metrics in it on a continual basis. We use it to schedule our work orders and ensure all goods are picked up and delivered. We also use the system to gather general information throughout our business.

Pros

FlowFinity has been a great system and has enhanced our operations. It's easy to set up and seems to be infinitely adaptable to our business. If we have a need we just add it to FlowFinity. The system is light weight and does not take a lot to run. The user interface on the mobile device and the website are great and easy to use and learn. We have had advanced users and novice users all pick it up and use it in very little time

Cons

Not many Cons it has really transformed how we work. If I had to define a least favourite item it would be the reports. I wish we could add more branding to them but that is minor to the rest of the system.

Response from Flowfinity Wireless

Hello Elliot,

Thank you, we really appreciate your insight. It's great your team is finding value in the platform. We'll take your request about branding on reports into consideration to include in a future release.

- Team Flowfinity

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Steve C.
Industry: Construction
Company size: 51-200 Employees

Review of Flowfinity Products

Used Daily for 2+ years
Reviewed on 2019/07/31
Review Source: Capterra

Data collection from the field is easy and it is able to be audited to suit our clients' needs.

Pros

The apps are very easy to design and provide our customer with the data that is needed through importing

Cons

The ability to be able to designate view/actions are only allowed to be assigned to Admin/Power user/regular user etc. If you could assign each user with permissions per app or tab, it would provide a great benefit

Response from Flowfinity Wireless

Hello Steve,

Thank you for your honest review of your experience with Flowfinity. Your comments regarding user permissions will be taken into consideration in future releases. Also, unlimited custom roles are available in Enterprise Edition. In the meantime if you have any questions or issues our support team is happy to help.

Sincerely,

Team Flowfinity

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 8.0/10

Brett J.
Industry: Consumer Goods
Company size: 11-50 Employees

Flowfinity solved our numerous field service challenges with ease and great service

Used Daily for 1-5 months
Reviewed on 2019/08/04
Review Source: Capterra

We deployed a cross nation field team to visit outlets and conduct in store activities, collecting data through forms and surveys.

We also needed features like gps tracking, mature data storage and extraction, cloud enabled, dashboard creation and performance tracking.

Our previous solution - built specifically for our industry - was a disaster - combination of the software and the supporting team. 5-6 months in and it never worked.

By contrast, Flowfinity created a partnership, held our hand day and night for 5 weeks, answered all queries in real time round the clock, and best of all - it worked. Took 5 weeks from start to finish.

Simply could not be more satisfied and wish we had found the solution 6 months earlier.

I highly recommend the solution and the Team.

Pros

Flowfinity is a mature solution. Our sales and on-board team were former clients, highly engaged advocates of the product, very knowledgeable, patient, and very thorough. Though we are not a big client (less than 20 licenses) we were treated with respect, as important, and received amazing round the clock responses to both strategic and technical questions.

The solution is highly intuitive and easy to use. Our development team is good, but small and stretched. With flowfinity we were able to get to a solid usage standard, and deployed, in 5 weeks. That's fully operational in 5 weeks.

In contrast we worked with previous solution for about 5 months and it never worked.

Cons

Like all solutions this one does not do everything we want. Neither does any other solution we use. What we really like about Flowfinity is that their Team takes on board our inputs, requests, and gives us honest management of our expectations around feasibility, timeframes, costs, etc.

This type of honest and transparent handling of what we want that perhaps we cannot have is difficult to find in the market - with Flowfinity we got it.

Response from Flowfinity Wireless

Hello Brett,

Thank you for your honest and enthusiastic review of Flowfinity. Thank you for highlighting our commitment to customer service, and the fact that you went from concept to deployment of your app within 5 weeks, congratulations on your success with the platform!

We acknowledge that software cannot always meet all "nice to have" requirements, and we try to manage expectations accordingly.

It's great to hear that you are reaping benefits from your custom solution over your previous off the shelf system.

We look forward to working with you going forward to help drive your success.

Best Regards,

-Team Flowfinity

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Sarah R.

Built a custom solution for managing a SMB - staff time tracking, client database, invoicing

Used Daily for 2+ years
Reviewed on 2018/01/31
Review Source: Capterra

-Reduced administrative overhead by about 80%

Pros

-Completely flexible to use, lets you build truly customized solution completely tailored to your business processes
-Great value, because you get offline mobile forms and apps, a built-in database, cloud hosting, unlimited forms, dashboards and workflows all included
-Easy to use and super fast to make changes, so you can always improve your solution and keep updating it based on user feedback
-Can build all the BPM apps you need without any coding
-After you build an application, you can use it on the web or on your mobile device right away as soon as you publish it
-It's easy to set up data lookups from other apps, so you can manage your customers in one app and pull the information into other apps for example
-It has nested data which lets you create lists with different levels, which we use for creating items in invoices
-You can set up custom searches so it's easy to find whatever data you're looking for
-I was able to easily set up automatic emails that alert me based on my own business rules, for example if a client doesn't come to their appointment, or is missing contact information, or if a payout rate is outside a certain threshold
-They recently added dashboards, so I can see all of my invoicing and staffing information in charts and I don't have to export any data to Excel or another system to work with it, it's all in Flowfinity

Cons

-Looking forward to new product features that will be coming out, for example being able to launch into apps and activities directly from dashboards

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

User recommendation
8,9/10
Based on 22 user ratings
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Flowfinity Pricing

Flowfinity Pricing

Starting from
N/A
Free Trial
Subscription
Value for money

Contact Flowfinity for detailed pricing information.

Contact Flowfinity for detailed pricing information.

Value for Money
4,6/5
Based on 22 user ratings
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Flowfinity Features

Flowfinity Features

API
Activity Dashboard
Activity Tracking
Audit Trail
Auditing
Automatic Notifications
Billing & Invoicing
Compliance Management
Customizable Reporting
Data Import/Export
Document Management
Document Storage
Inventory Management
Inventory Tracking
Monitoring
Real Time Data
Real Time Reporting
Reporting & Statistics
Third Party Integration
Workflow Management
Features
4,6/5
Based on 22 user ratings
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Categories

Additional information for Flowfinity

Additional information for Flowfinity

Key features of Flowfinity

  • API
  • Access Controls/Permissions
  • App Management
  • Business Process Automation
  • Business Rules Management
  • Collaboration
  • Compliance Tracking
  • Customizable Dashboard
  • Data Management
  • Dispatching
  • Electronic Signature
  • Forms Automation
  • No-Code
  • Payment Collection in the Field
  • Photos In Reports
  • Process Capture
  • Process Change Tracking
  • Quotes/Estimates
  • Report Templates
  • Service History Tracking
  • Time Clock
  • Workflow Configuration

Benefits

  • Build business apps and workflows faster with a point-and-click editor, not code, and visualize business data in a rich environment with real-time dashboards.

  • Automate routine tasks and escalations using software robots.

  • Access important data anywhere and anytime with unlimited cloud database storage.

  • Create unlimited custom workflow states and rules to reflect exact business processes and effectively manage all data access through user and role permissions.

  • Keep up with evolving business and customer requirements with instant app updates on iPhone and Android.

  • Operate seamlessly with existing CRM and ERP systems through an open API, callouts, and deeplinks.

  • Stay productive at all times, even without internet access, with extensive offline capabilities.

  • Flowfinity FAQs

    Flowfinity FAQs

    Below are some frequently asked questions for Flowfinity.

    Q. What type of pricing plans does Flowfinity offer?

    Flowfinity offers the following pricing plans:

    Pricing model: Subscription

    Free Trial: Available

    Contact Flowfinity for detailed pricing information.

    Q. What are the main features of Flowfinity?

    Flowfinity offers the following features:

    • API
    • Access Controls/Permissions
    • App Management
    • Business Process Automation
    • Business Rules Management
    • Collaboration
    • Compliance Tracking
    • Customizable Dashboard
    • Data Management
    • Dispatching
    • Electronic Signature
    • Forms Automation
    • No-Code
    • Payment Collection in the Field
    • Photos In Reports
    • Process Capture
    • Process Change Tracking
    • Quotes/Estimates
    • Report Templates
    • Service History Tracking
    • Time Clock
    • Workflow Configuration

    Q. Who are the typical users of Flowfinity?

    Flowfinity has the following typical customers:

    Small Business, Large Enterprises, Public Administrations, Non Profit, Mid Size Business

    Q. What languages does Flowfinity support?

    Flowfinity supports the following languages:

    English

    Q. What type of pricing plans does Flowfinity offer?

    Flowfinity has the following pricing plans:

    Subscription

    Q. Does Flowfinity support mobile devices?

    Flowfinity supports the following devices:

    Android, iPhone, iPad

    Q. What other apps does Flowfinity integrate with?

    Flowfinity integrates with the following applications:

    Microsoft Power Automate, Zapier

    Q. What level of support does Flowfinity offer?

    Flowfinity offers the following support options:

    Phone Support, Online Support