Flowtly update: Sales Dashboard Rebrand, CRM Fixes, and Data Entry Improvements

2026.25 Jul 14, 2026 New Improved Fixed

What changed

This release brings a major refresh to the Sales area, including a full rename from CRM to Sales, corrected board metrics, and a populated demo dashboard. It also fixes employee email validation issues and makes task error recovery easier. Several internal documentation and testing improvements round out the update, ensuring smoother long-term maintenance.

Sales & CRM Overhaul

The CRM area has been renamed to Sales with clearer navigation, and long-standing bugs affecting pipeline metrics have been resolved. The demo dashboard now shows realistic sample data instead of appearing empty.

Sales dashboard now displays a realistic demo funnel instead of showing blank data.
Sales navigation now separates Pipeline and List views for easier access.
The board's stalled-deal indicator now triggers correctly, and 'won this month' figures only reflect deals actually closed in the current month.
Lead lifecycle data has been fully migrated, and outdated terminology has been removed for consistency.

Employee Email Validation

The employee onboarding form now catches invalid emails before they reach the system, preventing failed submissions. Pasted email addresses are also cleaned up automatically.

The add-employee form no longer accepts email addresses that the system would reject.
Pasted email addresses now have extra spaces trimmed automatically before being checked.

Task View Error Recovery

When task lists, boards, or calendars fail to load, users can now retry directly from the error message instead of reloading the whole page.

Users can now retry loading tasks directly from the error banner.
Task views recover more smoothly when data temporarily fails to load.

Internal Improvements & Maintenance

Behind-the-scenes updates improve documentation accuracy, testing reliability, and app version tracking, supporting smoother future development without changing user-facing behavior.

Documentation now points to the correct internal knowledge resources.
Automated tests now properly open the recommendations panel before checking it, improving test accuracy.
Removed an outdated internal file link that pointed to an unused location.
Android app version updated to support the latest design compliance release.

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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