News

📝 Custom web forms

This is a big 💣 and the next step in the automation and digitalisation of businesses within Caflou. You can now create your own web form directly in Caflou and either place it on your website (via iframe) or use unique url links for each form. The use cases are many, but we can think of procesess such as requests of services, creating tickets for customer support, collecting feedback, etc.

🟦🟩🟧 WBS now significantly better

Another extension of the WBS (work breakdown structure) offers significantly easier project planning thanks to the ability to set project task parameters directly in the WBS using drag & drop (e.g. assigning users and contributors, setting priorities, types, statuses or progress).

🔥 Custom fields, attributes, parameters...

❗ HOT NEW FEATURE ❗ Enhance Caflou according to your specific needs. If you are missing any parameter, attribute, field in Caflou that the system does not offer within its basic setup, then you can now create unlimited custom fields. You can also choose the format of the field, e.g. number, date, list of values, email...Custom attributes are automatically displayed in overviews and can be used in filters.

📈 Compare multiple datasets in bar and linear graphs

If you want to compare multiple sources of data in one chart, e.g. employee performance, salespeople comparison, or compare expenses from different categories, etc., you can "Add dataset" in the report settings. This will allow you to add another filter to the chart settings that will just determine the next set of data. Multiple such sets can be added to the chart.

🌍 Follow teams and employees in the "field"

If your company works in the field (e.g. assembly, installation, servicing, etc.) and you need to know where your colleagues are or where they were on a certain day or time and at the same time you keep track of your work via timetracker/trackers, you can activate user location tracking in your account (always with their permission).

🔗 Set up relationships between project and task types and statuses

If you work on different types of projects in your company or team, project types that have different progress and therefore different phases (statuses), you can set in Caflou which project status is available for which types of projects, or which types of tasks are available for which types of projects. This makes it easier to "categorize" tasks and projects, making processes clearer and reducing errors. 

📧 Synchronize communication from Outlook, Gmail and other emails

Customer communication can now be synchronized even if you use Outlook under Microsoft 365 or any other email solution that supports IMAP. Synchronization with Gmail has been available for some time.

🟧🟩🟦 Create unlimited variations of Kanban boards

Create variant Kanban boards for views of companies, projects or tasks. For example, you have projects of different types (sales, implementation, production...) that have different statuses and now you can create (separate) boards for sales, implementation or production projects.

✔ Improved To-dos

"To-dos" are now more fully fledged objects in Caflou - they have been given their own detail with the possibility of description, comments, attachments, notifications. Practically, this gives you another level for communication (companies - projects - tasks - to dos). 

📊 Create your own graphical reports

Based on the data in your Caflou account, you can create your own charts, such as bar or pie charts, to display your data in a clear graphical format. 

🔐 User rights templates to speed up team administration

User administration is again a little easier and faster thanks to the user rights templates. The user rights template can be applied to future users when sending an "invitation" or also to existing users.

📊 Weighted sales pipeline

A small but practical improvement to the sales funnel in Caflou (via Kanban view of companies). If you record probability of the deal success with the deal value, then we now calculate and display the weighted value of that vertical (i.e. business phase) in the totals of that vertical. You can then plan your cashflow and work much better, as you can see what revenue can be expected from the planned deals.

✔ Quick approval of the offer by the customer from the email

If you issue offers or orders in Caflou, then in the context of sharing an offer or order by email you can choose whether the recipient should approve or reject the offer/order directly from the email - by clicking on the button. Caflou will then notify you with a notification regarding the choice (approved/rejected/no response).

🔧 Prepare Caflou for your colleagues based on their needs

With new personalization templates you can pre-customize Caflou for users in your account to give them the best experience right from the start.

📝 Send contracts for electronic signature directly from Caflou

🔥 As part of contract management you can now send contracts for digital signature to partners, customers, employees or suppliers directly from Caflou.

📜 Manage your contracts in Caflou

Now you can manage your contracts, both issued by you or received from other companies, in Caflou. Contracts can be created, exported and shared directly in Caflou. You can now have all documents in one place for each customer and project - offers, orders, invoices and now even contracts.

️🛒 Integrate CAFLOU and WooCommerce

Now you can automatically import data from your WooCommerce store into Caflou. Orders are imported as income in Cashflow.

⏪⏩ Custom column order and width in overviews

Each user can reorder the columns in any overview (tasks, invoices, timesheets, etc.) as he or she really needs. In addition, the user can determine the width of each column, so no more overflowing columns with unnecessarily high rows.

🔐 Require two-step authentication from users

Security above all. Account administrators can now require 2-step authentication from their account users to access their account. If the user does not have this enhanced security enabled for their profile, they will be prompted to turn on 2-step authentication when accessing such an account.

🌍 Connecting banks from all over Europe for matching invoices and cash flow with payments

Online connections to bank accounts from all over Europe can now be used to match invoices or cash flow items with payments in your bank account. 2459 banks from 28 European countries can now be connected with CAFLOU.

💳 Have your invoices paid by payment card

Allow your customers to pay your invoices by so-called online payment, eg by credit card. This will speed up the flow of money into your cash flow and give customers the option they often prefer.

📧 Share invoices or offers more "colorfully"

If you share documents (invoices, offers etc.) via e-mail directly from CAFLOU, you can now format the texts, use links or insert your logo.

🔎 Check on your business partners around the world with new financial reports

Make sure your customers or suppliers are economically credible, that they have good payment morale, that there is no risk of default. This is thanks to the new Financial data and scoring overview, which you will find in the Company health. Financial reports are available for companies around the world.

🔥 Itemized budgets in projects

You can now create itemized budgets in projects. From such a budget, you can then create offers, invoices or tasks in a given project. You can also export budgets and send them to clients.

🔧 New personalization options for users and user administrators

• Hide tabs / features that you will not use in CAFLOU.
• Hide tabs / features for new account users that they will not use or generally your company does not use in CAFLOU.
• Personalize the application for the users of your account.

🔗 Integrate FreshBooks with CAFLOU for better cashflow management

Now you can import automatically your clients and vendors, invoices and bills into Cashflow in CAFLOU. You can also export data from CAFLOU to FreshBooks.

📝 Custom notes in the Cashflow graph

Make notes in the Cashflow graph, e.g. why the graph is developing one way or another, why there are more expenses in the given period, etc.

🟨🟩🟧 New WBS with unlimited levels

Project Work Breakdown Structure (WBS) is now in CAFLOU without limiting the number of levels. Create and visualize the project structure as you really need it.

📧 Synchronize your e-mail communication with the client automatically into CAFLOU

E-mails from clients whose companies and contacts you register in CAFLOU are recorded into their companies as comments when synchronization is enabled, including attachments. You can also automatically record messages from you to clients if you choose this option. You can then easily create a new task or project from such a message (comment).

🔗 Share projects and tasks externally, to non-CAFLOU users

If you need to share data from a project or task to non-CAFLOU users (e.g. timesheets, invoices, tasks overview, comments, etc.), for example to clients, you can now securely share selected data using the "Share" feature available for tasks and projects.

📦📦 Improved work with templates and duplication of projects

1. If you create projects, tasks or invoices from templates, you can now create a new object more easily via the new "Load from template" feature.
2. When creating projects from a template or when duplicating a project, the dates of tasks, to dos and income/expenses are automatically shifted, together with the shift of the beginning of the project.

💬 New Team messages on the Dashboard

A new module for "Team Messages" is available on the Dashboard. It may be more suitable for larger teams and can serve, for example, as a bulletin board for important messages. You can also reply to a message via a response (like, dislike etc.) or commentary.

🎤 Comment using audio messages or audio transcripts into text

Save time! You can now leave a comment using an audio message that you record directly in CAFLOU (on mobile, tablet or desktop), or you can have your audio message transcribed into text.

💣 Income and expense (time) rates and project rates

We have a significant expansion of work with timesheets and tracked time for you - it is now much easier to monitor earnings thanks to two rates - the income part / the expense part.

You can now also set individual project rates for each project.

🟧🟩🟨 As part of any project Kanban is now independent

In Project Kanban (within a specific project) you can now

1. hide (for a given project) unnecessary columns (states)
2. change the order of columns (in a given project)

without affecting other projects or the "global" overview of tasks in the Kanban form.

🌏 New maps of projects, tasks and events

View your next month's tasks, this week's meetings, or the projects you plan on the map.

1️⃣2️⃣3️⃣ Automatic naming of projects and tasks

Have project and task names or project order numbers generated automatically according to the numbering sequence you set.

📅 A new "datepicker" with relative filters

Have you already tried a new selection of dates in the filters (today, last week, this month...)? In addition to the filtering made easier, it is also a major shift for saved filters and more...

🎁 Fresh new features in the app (10/21 #2)

1. Colored states, types, categories ...
2. Option to mention everyone in the account, on the project, in the task
3. Dashboard modules with (optional) double height
4. New process / automation options

🎁 Fresh new features in the app (10/21 #1)

1. Shared filters and filters administration
2. Graphic history of invoicing over time
3. Custom top menu of two levels (within personalization)
4. Custom default sender of your invoices

🎁 Fresh new features in the app (09/21 #2)

1. Modern exports of timesheets and tracked time to PDF
2. Regular exports / reports by e-mail
3. Overview of projects in the form of a Gantt chart
4. The Kanban view of projects now contains aggregated budgets
5. Option to filter only manually selected items in overviews
6. Import tracked time from CSV
7. Import tags as part of all imports

🤖 New automation - create invoice, timesheet or HTTPS request

You can now automatically create:

1. document from the template (invoice, proforma, offer, order)
2. timesheet from the template
3. HTTPS request for communication with other systems

⏱ New options to check timesheets automatically

For timesheets, it is now possible to set:

1. if users can report into completed projects and tasks
2. if timesheets of one user can overlap in terms of time
3. if users can report across months
4. when the time can be reported at the latest (e.g. not later than 7 days from the reported activity)

🤝 New CRM features - deal value and deal success probability

For companies, it is now possible to record the potential deal value or estimated deal success in %. In the Kanban for companies, you can now also see the summary of potential deal values divided by business phases, so you also get a sales "funnel" showing financial volumes.

🎁 Fresh new features in the app (08/21)

1. New CRM features - deal values or probability of the deal
2. New product sets and further expansion of warehouse functions
3. Editing the Amount and VAT of received invoices
4. Create invoices directly from the tracked time
5. Set default values for states, types ...
6. My notes

🤖 New modules for invoices in Integromat

For Integromat fans, we have a few new modules and improvements, such as the ability to create invoices in CAFLOU via Integromat / Make and more.

🎁 Fresh new features in the app (07/21)

1. Dynamic maps in the Companies section - view your contacts on the map
2. Negative filters - exclude when filtering
3. Drag and drop to insert files - make it easier to attach files
4. Relative bulk changes of deadlines of tasks / projects
5. 3 more personalization options
6. WBS facelift #1 - graphical improvement of work breakdown structure
7. Print Gantt chart - print or export to PDF
8. "Global" Kanban - a new filter using task tags

🎁 Fresh new features in the app (06/21 #2)

1. WBS - possibility to create project structure using work breakdown structure
2. Tracked time - under the company, project and task a new section Time entries for an overview of tracked time
3. Tasks / projects - checking the time associations between deadlines of the projects and tasks
4. Tasks - new filter for Project Manager (of parent projects)
5. Events - an overview of events is now, in addition to companies and projects, also in the task detail
6. Invoices - a new filter for the invoice currency

👍👎💗👏😨 Response to comments

You can now respond to comments with a few selected emotion symbols.

🎁 Fresh new features in the app

1. "global" To-dos list
2. option to assign tags to objects via automation
3. "global" Kanban is now available to everyone
4. bulk edit of invoices
5. option to monitor the status of the products via automation
6. option to monitor the status of "sent" and "delivered" of invoices via automation
7. "global" Gantt chart has a new filter for task tags and we also display the name of the project

🔗 Integrate Zoho Books with CAFLOU for better cashflow management

Now you can import automatically your customers and vendors, invoices, bills and invoices into Cashflow in CAFLOU. You can also export data from CAFLOU to Zoho Books.

📋 Kanban - significantly expanded and improved Kanban boards

Significant changes and expansion of Kanban boards. You can now display tasks from the entire CAFLOU account in the style of Kanban boards (not only in individual projects), Kanban boards are now also available for an overview of projects, all boards have a new filtering option (e.g. by assigned person, company, etc.) and you can now set limits for individual verticals.

🏝 New options for approving holidays and an overview of taken holidays

We have expanded the options of recording holidays and other absences with several new features that will allow, for example, to approve holidays or view already taken holidays for the current calendar year.

⏱ New budget for tracked time on projects and tasks

So far, we have shown the tracked time in projects and tasks, but it did not have its own separate budget, which was only for timesheets (and income and expenses). See details on the new budget and other new features.

🔧 Correct the Cashflow values to the required level

If your cash flow numbersdeviated from reality and you need to correct the numbers for further planning, then you can now set a "new status" for any date in the past in the Cashflow Settings.

📧 Custom daily summary e-mails

More news in the field of personalization and automation - Get a daily summary sent to your e-mail exactly in the way you need it.

🌏 CAFLOU is now in Russian, Polish and Dutch

You can now switch CAFLOU interface into Russian, Polish and Dutch language (next to already existing English, German, Czech, Slovak, Italian, French, Spanish, or Portuguese).

🔗 Integrate your Xero account with your CAFLOU account for better cashflow management

Now you can import automatically your contacts and invoices and bills into Cashflow in CAFLOU. You can also export data from CAFLOU to Xero.

🔧 Personalized quick lists in sidebar

In the same style as personalizied quick links or custom modules on the Dashboard, you now have the option of customizing 2 quick lists in the left panel as part of personalization.

🔄 Create regularly recurring projects

If you regularly repeat larger units of work, such as regular monthly campaign management, regular service, etc., you can now create recurring projects.

✔ My active To-dos on the Dashboard and custom default task length

Now you can see a new widget on the Dashboard "My active To-dos" and you can also set custom default task length.

🔧 New main menu + personalization of main menu

We present a new "thematic" main menu and also the ability to customize the top menu of the application exactly as you need.

🔧 Personalization - custom modules on the Dashboard

Create your own modules on the Dashboard. You will always have the most important information in front of your eyes.

🔐 Improved and more flexible user rights options

The new user and rights management options are: 1) significantly more flexible and clear work with inherited rights, 2) greater control over access to unassigned objects, 3) clearer and more secure control of access to (economically) sensitive data (income, expenses, documents), 4) option to make documents (invoices, offers, orders, proformas) available at the level of companies, projects and tasks.

🔧 Personalization - extended options for notifications settings

For example, you can now set for which types of objects you want to be notified about.

🔧 Personalization - quick links in the left panel

Personalize quick links in the left panel. Now you can get exactly the overview you need from anywhere with one click.

💼 Updates in Caflou - what are we working on?

Interested in what new features and updates we’ve made for you or what we’ll be working on next? Read our product updates post!

🤖 CAFLOU can extract invoices now

To record received and issued invoices, you now do not have to rewrite invoices manually, just upload the invoice and the system will "overwrite" it using artificial intelligence and automatic extraction for you. This saves a few minutes of time on each invoice and reduces possible errors (e.g. when rewriting amounts, account numbers, reference numbers, etc.).

⏰ Advanced reminders for sharing invoices

You can now send a series of automatic reminders, set up when reminders should be sent, you can also send a reminder manually or stop scheduled reminders before they are sent.

🤖 5 new features in process automation

In processes, you can now more closely monitor project and task deadlines, create a project automatically, create project and task templates more easily, send an automatic e-mail containing variables (e.g. project name) through the automatic process, or work more conveniently with automatic payment rules. Look at it.

⛱ Record employees holidays and absences in CAFLOU

Register holidays or other absences directly in CAFLOU. Leave will be taken into account, for example, in the "Team workload" report or in the calendar.

🔗 Add attachments when sharing invoices from CAFLOU

Do you send documents (invoices, offers, orders) directly from CAFLOU? You can now attach files (how many attachments you need). Directly from CAFLOU or from a computer.

📦 Associate invoices, offers or orders directly with the project

Now you can place all documents, i.e. received and issued invoices, proformas, offers, orders, directly under the corresponding project or even task. 

📈 New reports "Project Economics" and "Company Economics"

Keep track of how much time was worked on projects or customers in days / weeks / months (either by reported or tracked time) and how much income and expenses you accumulate in days or weeks / months on projects or customers (either by reported or tracked time).

📦 Business archiving and invoice sharing enhancements

Work easier with companies using archiving or keep track of which invoices were not delivered or were not shared at all, or see if the invoice was displayed by the recipient.

🎁 Companies ala Kanban, budget notifications

New in CAFLOU - you will find a tiled view of companies (Kanban view), custom notifications for overreaching budgets, the status of to dos in the task overview.

🔗 Integrate your QuickBooks account with your CAFLOU account for better cashflow management

We just launched a new feature that lets you integrate your QuickBooks account with your CAFLOU account. Import automatically your customers, suppliers, invoices, bills and expenses. The data goes directly into Cashflow, the import is all automatic.

📲 Improved mobile version

We have improved our mobile application, now you get "push" notifications, easier navigation, practical selection of dates and times (e.g. for timesheets) and many other modifications and improvements.

🤝 3 new features from the CRM box

You have the option to upload new companies from the European Register of Taxpayers (Vies) or the Slovak Commercial Register, you t better overviews of past and future meetings and the delay between them and we added new automation scenario - automatic sending of emails to companies / customers after a condition is met.

🔗 New processes for Integromat - timesheets, time entries, contacts

If you use (or plan to use) Integromat to connect CAFLOU to other systems, then know that we have just added new options to the existing set.

🤖 4 innovations in process automation

You can add more conditions in the processes under which the processes will run (= combination of conditions) and 3 other major improvements. Look at it.

📈 New report "Team Economics"

Do you know the economic impact of your team members for the company? How much $$$ they bring and how much they cost? How do their impact evolve over time? This will show you a new report "Team Economics", take a look.

📊 New account level Gantt chart

Keep track of tasks across projects, on an account level, in the form of a Gantt chart, nicely on a timeline.

🗞 So many new things in last 6 months - check them out

We have delivered so many things in last few months and we owe you an overview - check new features out.

🔗 Integrate Caflou with hundreds of applications via Integromat or API

Use Integromat / Make and connect Caflou with any other app, e.g. your email. Or do you need to connect Caflou to your company system? You can now through the new API.

📆 The calendar is a bit better now

Two-way integration with Google Calendar in real-time, new option to view the entire duration of tasks and projects in your calendar, option to save filters in your calendar

📂 Upload files from Google Drive, Dropbox or OneDrive

Do you have your files stored on Google Drive, Dropbox or OneDrive, and do you need to upload them quickly to Caflou? Now you can.

✔️ New feature: "to do" in tasks

We've added useful little thing to tasks, you can now add a "to do" to any task.

🔐 Caflou is ready for GDPR

Caflou is fully prepared for GDPR (Regulation (EU) 2016/679)

💰📈 New Cashflow scheduling and planning options - plan vs. reality

Cashflow is a bit better again, compare cashflow planned and real.

🏃📱 Caflou even at runtime - with new mobile app for iOS and Android

Caflou in your mobile phone? Sure - in addition to responsive interface now with the mobile app for Android and iOS!

💬 Communicate more efficiently right inside Caflou - we just launched new chat

Exchange messages with your team directly in Caflou with our new chat.

💸 Caflou for non profits now only for 5 $ / 5 € per month

We do like not for profit organisations - so we have a special deal for you at a very nice price - just let us know!

💸 And I got it for free - For students, companies and entrepreneurs that just started up or schools and charities

Sometimes those 8/16 € are missing every month, we understand, we were there, so we're here to help you out, just let us know.

👨‍👨‍👧‍👧 5555 registered users - thank you 👏

Today, a user with number 5555 has registered with Caflou, big thank you to all 5555 for your trust!

👉 We owed this to you: SAVING FILTERS💾

With this update we are sure to save you time - now you can save your own filters in each overview report and use your saved filters with one click. What you did with a few clicks you can do with one!

📊 Gantt chart now in Caflou for better project management

Now you can use Gantt chart to see project tasks more visually on a timeline, Gantt chart will also help you plan task dependencies in an easier, visual way.

🌍 Use Caflou in English, Spanish, Italian or French - now fully translated

In Caflou you can now change the language of interface to English, Spanish, Italian or French.

🌍 Create invoices in English, German, Spanish, Italian, French

In Caflou you can now create invoices in more languages - in English, German, Spanish, Italian, French.