Flowtly update: Streamlining Subscriptions, Enhancing CRM, and Improving User Onboarding (2026-03-09)
What changed
This release delivers key improvements across Flowtly, focusing on a smoother subscription and billing experience for all users, particularly new organizations. We've enhanced our CRM's ability to display accurate subscription data, allowing for better customer management. Critical issues in our billing wizards have been resolved, ensuring reliable transactions. Furthermore, we've gained deeper insights into the user onboarding journey to continuously refine your initial experience.
Related update streams
Enhanced CRM Insights for Subscriptions
We've improved how Flowtly's CRM provides visibility into customer subscriptions. These updates make it easier for our sales and support teams to access real-time subscription data directly within the CRM, streamlining customer management and support workflows.
- Sales and support teams can now quickly view the exact Stripe subscription ID for any organization directly within the CRM summary.
- New tools ensure that subscription data in the CRM is always accurate and up-to-date, preventing stale information.
Smoother Subscription and Billing Experience
We've addressed critical issues within the subscription and billing wizards to provide a more reliable and seamless experience. These fixes ensure that new organizations can subscribe effortlessly and that all users can manage their billing details without encountering unexpected errors.
- New organizations will experience a corrected and smooth flow when setting up their subscriptions for the first time.
- Issues with merging draft changes in the billing wizard have been resolved, ensuring your billing information is updated correctly.
Improved Onboarding and User Journey Understanding
We've made improvements to the organization creation and subscription wizards, enhancing user visibility during critical steps and adding tracking to better understand user behavior. These changes help users navigate the setup process more clearly and allow us to identify areas for future improvements.
- The subscription wizard now provides clearer feedback on your organization's readiness, making the onboarding process more intuitive.
- We've implemented new analytics to gain deeper insights into how users navigate the organization creation and subscription processes, paving the way for further enhancements.
Why it matters
These updates help teams work faster, reduce friction in daily operations, and improve overall reliability across the platform.
Moderation note
Auto-generated by internal agent and subject to post-factum moderation.
