Stay organized in client relationships and B2C campaign managementBuild a complete client history automatically — every interaction and client record is created straight from your calendar activities.
A tool to organize client relationships and campaigns
FreshFlow automatically builds a complete history of every client relationship — every meeting, call, note, result, or follow-up is saved to the right contact’s profile.
You’ll always know what was agreed, what came next, and what still needs attention.
With this clear history, you can manage your contacts in a smart and intuitive way — search, filter, tag, and log emails directly from within the system.
Our solution is also trusted for managing client campaigns, whether for acquisition or ongoing client care.
Strong relationships start with clarity and detail
With FreshFlow, you get full visibility into your relationship history and accurate records for every client and campaign
Calendar entry. And instantly saved to the client’s history
In real life, there’s often no time to dig through old notes. FreshFlow automatically logs all your calendar activities — as soon as you create an activity, it’s linked to the relevant client’s record.
Whether you’re heading to a meeting or working on a campaign, you’ll have the full client history in one place — from the very first contact, through past deals and outcomes, to current steps, notes, and reminders.
Assigning emails to contacts
FreshFlow lets you link emails to contacts automatically, manually, or by simply BCCing your unique FreshFlow email address.
This gives you a clear overview — not just for yourself, but for the entire team. Everyone who works with the client can instantly see what’s been discussed, what the communication was about, and what’s next.
Each client’s card shows the full conversation history — no forwarding, no digging, no missing context.
Stay on top of your clients with smart filtering
When you’re working with lots of contacts, it’s crucial not to let any valuable client slip through the cracks.
FreshFlow helps you instantly spot which clients haven’t been contacted in a while — and who might be ready for a new offer.
Filter your contacts by recent activity, last result, region, or even upcoming activities — and get a crystal-clear view of the right clients in just a few clicks.
Smart follow-up planning – never miss the next step
In the rush of daily work, it’s easy to forget the next step that moves the deal forward.
FreshFlow lets you plan follow-up actions and reminders — whether it’s a callback, a next meeting, or a task that came out of the previous activity.
Each follow-up is automatically linked to the original activity and saved to both the shared calendar and the contact’s card (or even to tasks, if needed).
Smart labeling for client segmentation
Label your contacts any way you like – and create your own custom contact segments.
Whether you’re segmenting clients by campaign type, purchased products, or preferences, labels let you quickly filter the right clients for each step in your campaign or your day-to-day client work.
When running a campaign, you can also use the mobile app to “target” specific contacts based on selected labels — all in just a few taps.
Call from the app — and log the result automatically
With the FreshFlow mobile app, every call you make to a client is automatically recorded as an activity in the calendar and in the client card — including the result.
Simply choose the activity type, call the client directly from the app, and then just enter the outcome, notes, or next steps (follow-up) if needed.
No more manually logging calls — FreshFlow handles it for you, instantly.
How will FreshFlow help you further?
Custom fields tailored to your needs
Every team tracks different data. In FreshFlow, you can fully adapt the contact card using custom fields – so you store exactly what matters to you.
Track things like preferred contact method, number of contracts, communication frequency, or lead potential. Thanks to flexible field types, you have total control over what’s saved.
All your contact files in one place
Need quick access to contracts or other documents related to a client or their activity?
Simply upload or scan documents, photos, or even videos directly to the contact – everything stays organized and easy to find.
Reminders and confirmations for clients
With FreshFlow, you can send your contacts reminders or confirmations for upcoming activities.
Choose between SMS or email, and customize the message to fit your needs.
Easy search
Thanks to full-text search, you can quickly and easily find exactly what you need — for example, all contacts containing the keyword “contract”.
You can also add your own comments to contacts, which are searchable later as well.
Lending, sharing and handing over contacts. Simple and fast.
With FreshFlow, you can easily share your contacts and their associated client relationships with teammates — either temporarily or permanently — depending on what you need:
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Temporary handover (“lending”) means that only the person you’ve lent the contact to will see and manage the data for a limited time.
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Sharing allows both of you to access and work with the contact at the same time.
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Permanent handover transfers full responsibility for the contact to another teammate.
Benefits of distinguishing activity types and outcomes
FreshFlow lets you clearly define which types of business activities are taking place and what the results are. Each team can customize the activity and outcome types to match the processes they use in their daily business.
This gives you a clear overview of both your own performance and that of your team — whether in the calendar or directly in the client card with full activity history.
Working with predefined activity types and outcomes also automatically generates valuable statistics — just by logging your activities in FreshFlow.
Real-time activity analysis. Without the hassle
By entering pre-defined client activities and outcomes, FreshFlow not only stores the data, but also helps you sort and analyze it effortlessly.
You can track the number of specific activities, outcome structures, or filter results by person and selected time period. You can also evaluate results for entire campaigns.
No more logging business activities in spreadsheets or notebooks — FreshFlow captures them as you work, without any extra effort. Just log the activity in the FreshFlow calendar or via the mobile app.
Proven solution for client campaigns
By combining automatic tracking of activities, their results, and follow-ups — along with the ability to analyze team performance — FreshFlow is a reliable and proven solution for managing and steering client campaigns.
Salespeople running the campaigns get a clear overview of all activities, clients, and leads within the campaign — simply by logging activities in the calendar or by calling via the mobile app.
Thanks to the ability to filter statistics by individual campaigns, managers gain a tool for real-time evaluation — from the number of outreaches to each rep’s performance and the overall effectiveness of the campaign.
Various options for customising your database
You can customize the overview of your FreshFlow client database exactly to your needs — so it fits your daily work routine.
You can choose which data to display. It’s entirely up to you, as you can include your own custom-defined fields in the contact overview (e.g. satisfaction level, deal value…).
You can also adjust the order and size of columns. And you can control the visibility of custom fields you’ve set for your work.
What do those who know FreshFlow say?
“We actively used FreshFlow in our acquisition campaign, where it proved to be a powerful tool in managing our sales network.”
“The added value of Partners Office (a personalized version of FreshFlow in Partners) in contact management is
huge. Anyone who is serious about building a company and business should take advantage of it. Proper time
Partners Office gives me the opportunity to get into the bowels of the company and have control over the effectiveness of my
associates. I consider both of these functionalities to be absolutely essential and I use them very often.”
“We found FreshFlow to be a very effective activity management tool and interactive
feedback across the entire sales team. That is why we decided to implement it across the entire
Tribal business network of Allianz pojišt’ovna, a.s.”
Start with FreshFlow today!
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