Flywheel 3.0 Released!

Flywheel 3.0 Released!

by | Oct 4, 2018 | Blog

We are proud to announce Flywheel 3.0 is now available! Here’s what we work on for this release:

  1. Dropped our new “Followers” feature set to make it easier for teams to collaborate.
  2. Rolled out Dealer Lead Collaboration in our our Mobile App.
  3. Improved usability for key things you use every day – searching, filtering etc.
  4. Automated lead routing. No one wants to spend time doing this manually anymore. It’s 2018.
  5. Added a Quickbooks connector – get up and running on Flywheel in a few days!

Thanks to all of our customers for their helpful input! If you’re a current customer, your instance will be upgraded automatically tomorrow or Monday.

If you’re interested in Flywheel, we’d love to give you a tour of the new product.

Here is what we added to Flywheel:

Visual Account List View

Tired of the same bland lists?

So are we.

That’s why we added color to the Account list view to see customer health and when your last contact was.

Followers

We added the ability to “Follow” Accounts & Leads in Flywheel with a simple button! Following an Account will get you:

  • Push notifications on Flywheel Mobile on health, no activity, quotes expiring and other changes.
  • Outlook syncing – Contacts on the Account will sync automatically to Outlook (for Outlook Connector users)
  • Include in your Account/Lead list on Flywheel Mobile

We also added the ability to mass-follow Accounts for you or someone else. Followers can be used in Workflow and Reports.

Mobile Dealer Lead Collaboration

Managing leads from your phone was a start.

We’ve now added the ability to assign Leads to Dealers & Dealer Reps right from your phone, something that is super helpful for mobile sales road warriors.

Year-To-Year Sales

At a customer/dealer level, visually see how monthly sales are trending this year vs. last year.

It can be helpful to see seasonality and trends visually – something that’s hard to see in raw numbers.

Improved Search Layout

No more scrolling to find Accounts, Contacts & Leads. We improved the Web search screen to make it easier to quickly find what you are looking for.

Improved Filters

Spend less time looking for the fields you want to filter on with our new Filter layout.

In addition, we made the “Search” button sticky – no more scrolling for it.

Webforms & Lead Auto-Assignment

Flywheel 3.0 gives you the ability to auto-route leads from your website to internal and dealer reps.

Our robust workflow engine gives you control of how/when leads are distributed.

Quickbooks Connector

Flywheel now includes a Quickbooks connector that gets you up and running on Flywheel in just a few days!