Folyo

Feature 01

Customer & Client Management

Organize all customers in one centralized workspace.

Folyo provides a complete customer management system that allows teams to store, organize and manage customer records efficiently.

Users can search customers instantly and use advanced filtering based on priority, classifications, lead source, status, tag colors, assigned employees and activity state.

The system simplifies customer tracking while keeping important data accessible from a single location.

Feature 02

Dashboard & Activity Analytics

Monitor follow-ups and business activity in real time.

The dashboard gives users an instant overview of active customers, follow-up tasks, requests, and overdue actions.

Activity tracking helps teams monitor workflow performance and quickly identify customers requiring immediate attention.

Analytics widgets provide better visibility across daily operations.

Feature 03

Smart Follow-Up Scheduling

Create structured customer follow-ups with reminders.

Folyo includes a dedicated follow-up workflow allowing employees to create notes, update request status and assign actions.

Follow-ups can include summaries, scheduling dates, notification timing and custom reminders.

This reduces missed opportunities and improves customer communication.

Feature 04

Flexible CRM Configuration

Customize workflows and system settings.

Folyo includes a complete configuration area allowing administrators to customize dropdown values and operational workflows.

The settings area supports service catalogs, performers, backup and restore tools and language preferences.

Additional CRM settings help adapt the platform to different business needs.

Feature 05

Multiple Layout Scenarios

Choose the interface style that fits your workflow.

Folyo supports multiple navigation layouts designed for different working preferences and screen experiences.

Users can switch between Sidebar navigation and Top navigation layouts while maintaining a consistent workflow.

The system remains responsive across desktop and mobile environments.

Feature 06

Smart SLA & Notifications

Never miss important customer actions.

Folyo supports SLA management and smart notifications for customer follow-up operations.

Teams receive reminders for delayed actions, upcoming schedules and pending requests.

This helps businesses improve response quality and maintain organized customer communication.

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