How Slaterock Automation Boosted Client Satisfaction and Cut Chaos With Flowlu

Based in the U.S., Slaterock Automation helps small and mid-sized businesses get online, get found, and get organized. They design modern, high-performing websites, improve search visibility with smart SEO strategies, and build automation systems that eliminate repetitive tasks.

Founded four years ago, the agency had one big roadblock: keeping client projects on track without losing their minds (or customers). For a nimble, founder-run team handling several websites, relying on spreadsheets wasn’t sustainable.

Before Flowlu: “It Was... a Lot of Google Sheets”

Project updates lived in tabs. Statuses changed in comments. Everyone was guessing. And clients were left out of the loop. The process was manual and patchy, and it made growth a chore.

The need to actually track project status and give clients visibility—without writing another email or building another spreadsheet. The tools Slaterock tried before didn’t stick. ClickUp always felt unstructured and hard to follow. Too many options, not enough clarity.

What They Wanted: Simple, But Packed

Slaterock wanted substance, not distractions. They needed something clean. Something a solo founder could set up without calling tech support every ten minutes. The goal was clear: find one platform to run all operations—projects, clients, invoices, the works.

Flowlu came recommended in an online group. It was getting great feedback, and the platform looked more refined than its competitors.

The Switch: One Week to Full Speed

A single week. That’s all it took to set up boards, workflows, and dashboards. Flowlu fit neatly into the way Slaterock already worked—just with a lot less manual effort.

Since then, it’s been all about clarity.

Project tracking is no longer a guessing game. Invoicing is baked in. Communication with clients is now streamlined, thanks to the client portal and email sync.

What Changed: Everything (In a Good Way)

Flowlu turned out to be more than a platform—it became the backbone of the business.

Now the CEO, PMs, designers, and devs all work off the same dashboards. No one’s digging through Slack or inboxes for updates. Every task, every status, every deadline is exactly where it should be.

The client portal quickly proved its worth. Clients get access to their projects in real-time—and Slaterock uses it as a key selling point in pitches.

The team set it up once and it just works.

Favorite Features

• Project Workflows: Custom project templates with predefined stages, tasks, subtasks, automations, and descriptions. They bring consistency to every new project—no setup from scratch, no missed steps.
• Invoicing: Built-in and straightforward. The team creates, sends, and tracks invoices without switching tools or chasing payments.
• Task Tracking: They can assign, update, and prioritize tasks in one place—so nothing slips through the cracks.
• Client Portal: A shared space where clients can see updates, ask questions, and stay in the loop—without endless email threads.
• Dashboards & Reports: Quick access to key metrics and progress summaries. This means fewer meetings and more visibility.

Results: Smoother Work, Happier Clients

Flowlu made project management less of a chore. Everything is easier to track. Productivity’s up. Clients feel taken care of. And that client portal? It's become a retention tool and a sales closer.

Without Flowlu, we would not be where we are today, considering the project management and invoicing features. It's what our whole business has been built on.

Final Thoughts

If you’re exploring Flowlu, here’s one piece of advice from the founder of Slaterock Automation: invest the time to set up your workflows and automations upfront. It’s a one-time effort that pays off every day—keeping your projects organized and your team focused.

For Slaterock, Flowlu didn’t just simplify internal processes. It improved the way the team connects with clients. Features like the client portal and embedded email tracking allow conversations to stay clear and accessible. Everyone sees the full picture, which cuts down on back-and-forth and builds trust through transparency.

It’s not just about getting work done—it’s about making collaboration easier, communication clearer, and client relationships stronger.

Looking to bring order to your projects (and impress your clients while you're at it)? Flowlu’s a good place to start.