Bring everything with you.
Moving systems is the part everyone dreads. We do the heavy lifting, so you start in Flowtiv with everything you had.
What comes across
| Coming from | What comes across |
|---|---|
| WorkflowMax | Clients, contacts, jobs, quotes and invoices |
| Odoo | Clients, deals with their stages, quotations, projects, tasks, invoices, signed documents, files and email history; even your website pages and enquiry forms |
| Xero | Contacts and invoices |
| Spreadsheets | Clients and contacts from any CSV |
How a move goes
We look at your data together and agree what moves.
A trial run into a copy of your office, for you to check.
The real move, on a day that suits you. Old email threads keep filing to the right job after the move.
We help your team settle in, Monday to Friday, 9 to 5 Sydney time.
Run your whole office from one place.
We’ll set Flowtiv up with your services, your pipeline and your proposals, and walk you through it in 30 minutes.
Book a demo