Learn the basics and logic of CAFLOU, what to do there and how, how processes are interlinked and fit together, from CRM, project management, work management and reporting to invoicing:
☝ below the following video are more "starter" tutorials sorted by topics
Here you will find quick guides sorted by topic:
Customer management
Manage customers and leads in one place, from offers through projects to invoices. From full control to increased profits.
- How to keep track of customers, leads and work with the business "pipeline"?
- How to create an offer (quote)?
- How to work with contracts?
- How to create an invoice? How to work with invoices?
- How to create a project to start work on a deal for your customer?
Project management
It’s not just about managing tasks. With Caflou, you manage the economics of your projects, so you stay profitable.
- How to manage project budgets and profitability?
- How to manage project rates?
- How to use the WBS, Gantt chart and Kanban board?
- How to manage a projects portfolio?
- How to collaborate in a team?
Work and workload management
Plan work for team members and visualize in an instant how each team member has been utilized.
- How to manage and plan team workload? (1. capacity planning, 2. workload overview)
- How to work with user and project rates?
- How to manage vacations and absences?
Tasks
How to find out what projects and tasks you are involved in, what needs to be done and when, and how to communicate with the team?
Work reporting and time tracking
Work reporting or time tracking will not get in the way of your work. Caflou makes it simple and straightforward.
- How to record work done with timesheets?
- How to track time with the time tracker?
- How to see how much you have done?
Finances & Business Intelligence
Evaluate which activities, clients, or projects bring money and which don’t. Learn from the past to improve the future. And plan the future.
- How to import data into Caflou?
- How to start with cash flow planning?
- How to create custom graphical reports from data in your account?
- How to work with filters?
- How to work with Team economics report?
Invoicing
Create invoices based on work done or time spent, attach an invoice to a project, connect your bank, send reminders, or get paid via a payment card.
- How to create an invoice? How to work with invoices?
- How to create an invoice from tracked time or timesheets?
- How to connect your bank account to pair it with invoices?
- How to automatically create received invoices via AI data extraction?
- How to integrate Caflou with accounting programs? (Integration section)
User administration
Set your colleagues' access rights so that they can see only what they need to see. Customize Caflou to your exact needs with personalizations.
- How to work with user rights?
- How to personalize Caflou?
- How to use personalization templates? (top of the page)
- How to use user rights templates? (bottom of the page)