Flowlu

Pros

When it comes to managing a company, Flowlu is a top choice. To-do lists, projects, customer relationship management, managing teams, tracking budgets, etc., can all be managed efficiently.

Cons

Some of the features can be stiff, and the staff should do a better job of considering customer feedback. However, these issues are minor and will not have a major impact on daily operations. It's more like giving tips for improvement on a steep slope to a drill sergeant.

Pros

I like the diversity of modules they offer. I like how easy it is to set up the dashboard exactly as you want it whether it's on desktop or the mobile application. I like how easy it is to set up invoices and get quotes to clients. I like the email tracking features. Their customer support is pretty good as well.

Cons

I don't like the lack of project budgeting features and not being able to track time against a set hourly budget/total cost. I don't like that there's no easy way to see a sum of your time spent on a specific date on a specific client, especially when its dispersed through different tasks. I don't like that I can't customize the calendar modules and task modules to make them make more sense for my flow.

Alternatives Considered

Reasons for Choosing Flowlu

Reasons for Switching to Flowlu

Pros

Features, simple. Can scale business and include several divisions

Cons

Increasing price. It can get expensice if you want full features. But overall its more affordable than other crms

Pros

Flowlu is an extremely robust tool and has a lot of features that you probably don't need. I bought on a lifetime deal so for the money it works decent.

Cons

Flowlu is somewhat confusing where it doesn't need to be. There are slow development cycles and the new features are on the useless side when you have other issues that are more core to project management.

Pros

I like that it is an all-in-one package that covers your CRM, projects, tasks, workspaces (I use for departments), finances, knowledge base, etc.. Previously I would use a dedicated PM system and wish I had more insight into my business.

Cons

Some of the UI feels outdated. I feel like it can be improved. I also found some bulk edit capabilities missing, which does become a pain when I have to manually edit a bunch of tasks.

Alternatives Considered

Reasons for Choosing Flowlu

Switched From

Reasons for Switching to Flowlu

Pros

Flowlu was very easy to use and set up. I have used several other CRM systems before I finally landed on Flowlu. It's such a cost-effective software and also allows you a lot of customization if you want it. The team is also constantly working on it and providing new updates and features on a regular basis, so it's great to see Flowlu continue to increase its potential.

Cons

Flowlu is not as well established as the other CRM systems, so it's still missing things like a contract builder and the ability to eSign documents. If that is important in your workflow, you will have to complete this through a different software, but this feature is on its way.

Alternatives Considered

Reasons for Choosing Flowlu

Switched From

Reasons for Switching to Flowlu

Pros

The most obvious pro is having your CRM, Estimates, Invoices and Projects on single platform. But you also have:
A client portal: where clients can see their documents, projects, tasks and interact with your team. External users, i.e. for external freelancers that do not need to really have access to your data (they do not count as user seats against your license) and a very useful Mobile App, pivotal especially if your sales are on the go.
Last

Cons

Support could get better: they do reply to your enquiries but sometimes it can take more than a week. It is totally understandable that a start up like FLowlu might have a limited team, especially considering their fast roadmap to deliver new features. However they could get better with support, especially considering:

Naming consistency:
Probably due to translation from the team's native language, some labels in the interface are often a bit obscure, especially in the settings. I.e. same features/options called with slightly different names or different ones with same names.

Documentation:
Flowlu has an extensive documentation but due to the HUGE number of feature it offers, and the pace at which the product is progressing, sometimes the knowledge base article are lacunose, or simply outdated.

Last but not least: lead magnets/webforms.
One easy win for them would be upgrading their in-built web forms.
At the moment you only have a few options, and you need to take the forms as they are and just embed them as they are. You can't change the fields, not even the label (i.e. if you need them in another language)
I really hope they could come up with their own form builders or at least integrate with some major CMS, like WP, Elementor etc.

In our case we went around this through Make.io

Pros

I jumped on Flowlu, not because it did a lot of different things, but because it did one thing in particular very well. I needed to stop waffling on choosing a provider for knowledge bases. Flowlu is my go-to for this. It's so flexible, both in publishing my info as well as who I make that info available to.

Cons

There are a lot of features. I plan to dive in and tackle more of the learning curve in the future and unlock even more value with the platform, and start using features like the CRM and the task management.

Pros

Flowlu robust work management features makes it easy for us to efficiently handle all our daily operations. Very top-notch security tools that safeguards all our information. Easy to collaborate and work on tasks together as one team. Outstanding account manager tool that makes it easy to manage customer information. Easy to use CRM tool for engaging our customers and clients.

Cons

There is no way Flowlu has any cons. All the features has been very responsive and easy to work with.

Pros

Flowlu offers us with high standard task planning tools that allows us to lay efficient work plans for our daily routine tasks. It allows us to bring all the departments together under one working roof which help us to collaborate in offering our customers the best hospitality services. Flowlu work tracking tools allows us to monitor progress of our tasks in real time in order to make everything is progressing according to the work schedule.

Cons

I cannot single out a single thing that is not pleasing about Flowlu. All features has been working so efficiently and there been no issues.

Pros

The ability to add leads, follow-up and convert the deal into a project.

There's also a finance module, which we haven't really explored at the moment, but looks solid.

Cons

In the beginning, it's a process of trial and error to get things running.

Pros

Wide functionsIntegrated multi company structureAll in oneWell set up user management Easy integration

Cons

No warehouse, production in the systemOnly 1 proper company portal supported in brandingSteep learning curve, which you need to do.

Alternatives Considered

Reasons for Choosing Flowlu

Switched From

Reasons for Switching to Flowlu

Pros

There is so much to say about Flowlu's Pros.- Client portal: I saw some cons about this missing feature, but the team added this functionality so those comments should be removed because they misinform potential users.- an (almost) all-in one solution for company management- customizable: you can get to an almost white label platform (url, logo and so on)- a great development team (new features added every month)- an open roadmap that you can interact with to vote for a feature or propose a new one- I saved A LOT of money since I've been using Flowlu, as I was able to cancel several subscriptions to softwares due to the fact that Flowlu does so much things! Task management, CRM, Project management, workspaces dedicated to some work units or projects (allowing me to gather all of the activities of my companies in the same software with access restrictions for each workspace), Finance (invoice/estimates, recurring invoices, and money (CashFlow and P&L management), automation of processes (invoicing and so on), file storage (no need for Dropbox or Google Drive anymore!), calendar, custom fields and lists, knowledge base for your company so that new users can have access to all of the informations you want, mind maps, emails, and the client portal! So much features at your fingertip and I forgot a lot of others!

Cons

The only con I see now is that I can't use the Finance part for my company as it is not (yet...) thought for French companies. It misses some elements to be fully compatible with French accounting obligations.But they are already working on the French language, so they will probably get to it some day too!I would also love to be able to connect my Flowlu account to my company's caldav, outside of the well done included calendars. But the Flowlu team will probably implement this functionality later!

Alternatives Considered

Reasons for Choosing Flowlu

Switched From

Reasons for Switching to Flowlu

Pros

I like the integration of the whole business management ecosystem that Flowlu offers. From the CRM to the last feature they have. You can manage different businesses in a single place! How good is that?
Also, the integration with other applications to automate some managerial functions is excellent! Efficiency in its maximum splendor. Great for SMBs or Solopreneurs!

Cons

The UI is well organised, nevertheless, it's not so intuitive and lacks of more adaptability and responsiveness. However, this is in motion, and it will be improved in the upcoming months!

Alternatives Considered

Reasons for Switching to Flowlu

Pros

It was so much easy to customize Flowlu which helped us have it aligning with our needs. It provides us with exceptional task planning and managing tools like Gantt charts which allows to stay focused on our projects. Flowlu makes it easy for our entire project team to come together, communicate and collaborate at every single stage of the project.

Cons

We have never had any doubts with Flowlu. It has always perfomed perfectly and there has been zero hate towards it.

Pros

Flowlu is a tool that helps small and medium-sized businesses structure their internal work, providing different users with the ability to monitor the various tasks to be carried out in an updated and synchronized manner. Its CRM is well organized and allows you to integrate with many tools, finding a contact is really easy and fast.I find its invoicing and invoice creation system very practical and solves most problems, with an incredible saving of time. His tutorials are complete

Cons

I didn't find any particular problems, paradoxically the thing that can leave you confused and the large amount of tools it offers, but obviously this is only a positive thing.

Pros

It’s really easy to use and implement, specifically because there is a “starter guide” that teaches you all the important things that you can do with Flowlu. It’s a complete tool for CRM and project management with the possibility of viewing the progress of each project and/or of each tasks. You can also track the time you work on a task and based on that you can create invoices directly from Flowlu.

Cons

Client support is a little bit slow in responding to bugs and problems

Pros

The ease of use and because they have all modules (projects, finance, sales, etc) integrated into one solution.

Cons

- Technical support is pretty much inexistent (WHEN they respond it takes days).
- Imports and some integrations are still buggy and won't work.

Pros

Flowlu is fantastic tool which provide all in one solution to your project management and CRM needs. It's ease of use and deployment, great functionality makes it the best platform to be used.

Cons

Although it has been a great platform, some functionality needs more improvement in the features in invoicing and agile feature. Also the team need to extent the free trial period from 15 days to at least 30 to 45 days to figure out the right fitment of the product

Pros

It allows us to manages almost all aspects of our business from one place, and has saved us a great amount of money in subscriptions.

Cons

While development pace is steady, it's a little slow. As is the product's loading times and speed.

Pros

The absolutely best feature of this software is just how customizable it is. You can turn sections on or off as you like. The ability to add custom fields to the Contacts is a killer feature of the program!

Cons

Well...there is so much in the software it is really easy to become overwhelmed. Most things are turned on by default and it is easy to get lost in the features. My suggestion would be to start using a couple of core Apps and turn on new ones as you become familiar with the ones you are using.

Pros

I love that the software has so many options, and they keep adding more. I found that many other software options were too simple, in that they didn't allow for the user to add as much detail or keep it as simple based on their needs. So I like that everything is In one place, I go only to this software for everything, and the sales teams are constantly adding new features, and taking into account suggestions I make for how the software can better suit my needs. Awesome! You don't find that kind of support in larger companies.

Cons

Well these "leasts" are past tense now, but I will say originally I think the thing I liked least was the support was based out of the United States, so I was concerned about Data safety and whether I would get support for the product. However, I have not seen any data safety problems so that's good. And even though support is in a different time zone then my own, they always answer 100% of the time. Which is more than can be said of many United States based companies.

Pros

I am quite new to Project Management software. This is my second PM purchase.

With Flowlu, so many things came together.
First, CRM & Project connected in a tool has been a blessing for us. Every month we have to send clients a report about what are all the things that we have done for them.
With Flowlu, it's taking less than a minute to copy all the things & add to the report. But the best part is that now we have become aware about how many additional things we are doing for our clients in addition to the regular work.

Second, of course various features of PM. We are still learning these but we are using these features at the same time.

Thirdly, I personally love the Finance tools. I am not using it for sending invoices yet. But simply seeing how much is the entire amount you are about to receive in a month is simply fascinating. Also, Finance tools are helping me in keeping my expenses under control. The reports are sufficient for me as of now.

Cons

What I would love to have in Flowlu -
First, for newbies like me, I think basic tutorials are needed. By newbies, I mean new to Project Management software. I personally am not very familiar with most of the terms that are used in current documents & tutorials.
This may not needed for sumolings with experience in PM tools, but for me it would add huge value.
Especially pointing out how all the tools interact with each other.

Second, the storage space. Initially I thought 100 GB are enough for me. But now I feel in just few months, my team is going to consume all of that.
I am not sure if by archiving or deleting projects, the space can be freed. If yes, then that may be helpful.

Thirdly, email connections per user. When first I connected my first email in Flowlu, that time I realized how much this feature I am going to love.
On any given day, I have to check 5 -6 of my main emails in various firms.
So I wish if I could connect all of them in my account in Flowlu, that would be great. Frankly if some of users emails can be reduced to Zero, if I can add those to my account.

Pros

Flowlu covers a lot of ground. It is one system that can keep track of clients, prospects, and leads and also invoice your clients, and also track projects, and also track tasks, and email, and create a knowledgebase, and I hear that a client portal is coming soon.

It is one system which puts all of your client interactions at your fingertips. I really like the concept of one integrated system that keeps track of most of the things I need to do with clients every day rather than duplicate data entry for several disconnected systems. This is especially important for small companies like mine that have limited bandwith.

Cons

When transitioning to the system from another CRM, I could not move all of my information over easily. The email history that could be transferred was limited and there is no way to import older emails. Many of the fields were not importable and information had to be either entered by hand or adapted to other types of fields. Tags can not be imported. There is no way to add an opportunity column to the "Record Lists" (a great feature other than that).

Pros

It's scalability, it genuinely has everything you need from a CRM in one place and has scope to build out multiple departments at the enterprise level. In my honest opinion it's the Daddy of CRM for SMB's. The development team are open to new ideas and are driven by popular feature requests from existing users. It really is the most holistic solution I've ever seen in the SMB space to date.

Cons

I genuinely can't fault FlowLu, I'm racking my brain to think what it doesn't do very well but I'm stuck because every you want from a CRM is built in with native integrations to the big platforms (Google/Microsoft etc) Ah-ha, I've thought of one, it does have a Mega-Inbox function which makes a lot of sense for an All In One platform but it would appear that you can only collect & send mail from 3 Gmail/Outlook/IMAP accounts per user, if it supported more or unlimited accounts that would be perfect.