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.