Flowtly update: New Sales Dashboard and CRM Prospecting Tools Released

What changed

This release introduces a redesigned sales dashboard and a full set of prospecting tools for the CRM, giving sales teams better visibility and more ways to reach leads. We also fixed an issue that could silently wipe demo CRM data and resolved two internal engineering problems that were affecting our development process. These changes improve both the day-to-day sales experience and the reliability of our internal systems.

Related update streams

Smarter Sales Dashboard

The sales dashboard has been rebuilt to give teams a clearer view of their pipeline and priorities. It now highlights deals needing attention and reuses proven performance indicators for consistency across the platform.

• A new sales funnel view helps teams see where deals stand at a glance.
• An attention queue now surfaces deals that need immediate follow-up.
• Key performance indicators are now presented consistently across dashboard views.

Expanded CRM Prospecting Toolkit

Sales teams can now manage outreach more effectively with new prospecting capabilities built directly into the CRM. These tools help ensure compliance while making it easier to track engagement across channels.

• New touch tracking lets teams log every interaction with a prospect.
• Do-not-contact rules are now automatically enforced to prevent compliance issues.
• LinkedIn integration and campaign tools make outreach easier to manage.

Demo Data Reliability Fix

A recent update had accidentally removed critical setup logic, causing demo CRM environments to lose their sample data. This has now been corrected, restoring reliable demo experiences for prospective customers and internal testing.

• Demo CRM environments no longer get wiped due to a missing setup step.
• Sample pipeline data is now reliably restored in every demo instance.

Internal Engineering Fixes

Two behind-the-scenes issues affecting our development and testing infrastructure have been resolved. These fixes ensure our automated checks and project setup work correctly, supporting faster and more reliable releases.

• An automated quality check that had stopped working properly is now functioning correctly again.
• A broken project file reference that could prevent proper setup on some machines has been corrected.

Why it matters

These updates help teams work faster, reduce friction in daily operations, and improve overall reliability across the platform.

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