Overview Overview

Modules: what does what?

Which module you use for what, grouped like the sidebar.

Start

  • Setup checklist (/setup): guided setup with live status and Lisa help per step
  • Dashboard (/): key figures, today's tasks and appointments, hot leads

Sales

  • Pipeline (/deals): Kanban with one lead card per person, several pipelines possible
  • Contacts and Companies: the customer database with history, chat, tasks and CSV import
  • Finances (/finanzen): customers, suppliers and transactions, bank via Qonto, online payments via Stripe
  • Analytics: cold calling, pipeline and existing customers, real revenue from finances
  • Invoices (/invoices): documents from your accounting software (Lexware Office or Stripe)

Operations

  • Sites (/objekte): every address as a file with access, schedule, checklist and photos
  • My day (/mein-tag): the simple daily view for your team with a time clock
  • Routes: fixed tours with several stops
  • Calendar: appointments, shift plan and Google Calendar
  • Booking page (/booking-settings): public appointment booking with free time slots
  • Checklists: reusable lists for on-site work
  • Time tracking: clock in, approve, target and actual hours, payroll export
  • Team (/mitarbeiter): invitations, roles and ranks, absences
  • Lisa (/lisa): the AI assistant, see its own article

Communication

  • Inbox: email, SMS and WhatsApp in one list, see its own article
  • Telephony (/telefonie): your own phone numbers, calls and SMS, registration with the Federal Network Agency
  • Templates (/snippets): text snippets for inbox and outreach
  • Signature (/signatur): signature and sender name per person
  • Reviews: QR code and forwarding to Google

Marketing

  • Outreach: email sequences that stop on reply
  • Ads: leads from Meta and Google (needs a connected ad account)
  • Design Studio: images, video and audio with AI
  • Link in bio (/linkseite): one page with all your links
  • Workflows: simple automation, trigger → action
  • Onboarding forms (/onboarding-forms): public forms whose answers land in the CRM
  • Mailbox (/marketing): sending and fetching for your email mailboxes
  • Webhooks: connections to other systems
  • Projects & roadmaps (/projekte): projects per customer with tasks and schedule

Tools

  • Media library (/fotos): before/after photos and all images in one place
  • Price calculator: a price in minutes, turned into a quote or a deal
  • Integrations (/integrationen): Google Business Profile and accounts
  • Help (/hilfe): tutorials, tour, news and reports to support. The articles are here on help.agency-flow.de

Not in this list, but always there: Tasks (/tasks), Notifications (the bell) and Settings.