Features
See All Features
Online CRM
Effortlessly manage and capture new sales opportunities.
Project Management
Plan, create and manage multiple projects.
Task Management
Stay on top of all your tasks with ease.
Online Invoicing
Invoice clients and get paid online.
Workflow Automation
Eliminate routine and focus on actual work.
Collaboration Tools
Stay in touch with your team at any time.
Financial Management
Easily manage and track your finances.
Agile & Issue Tracker
Quickly adapt to changes within your project.
Knowledge Base
Create both internal and external knowledge bases.
Solutions
See All Solutions
Marketing Agencies
Efficiently create and track all your marketing projects.
Building & Construction
Manage your constructing projects and finances at once.
IT Departments
Build a seamless workflow for your IT department.
Business Consultants
Track your regular to-dos and communicate with clients.
Legal Professionals
Keep in touch with your clients and monitor legal projects.
Educational Institutions
Build end-to-end communication within educational departments.
Manufacturing Sector
Integrate your entire manufacturing process.
Small Business
Simplify, automate and boost your small business’s workflows.
Event Planners
Turn chaos into celebration with Flowlu’s smart planning tools.
Resources
Help Center
Find answers to your questions and get support for using Flowlu effectively
What's New
Explore the latest features and improvements
Flowlu Blog
Discover our newest posts and product updates
Customer Stories
See how our users achieve more with Flowlu
Guides
Master Flowlu with our step-by-step guides
Templates
Jumpstart your projects with our ready-made templates
Use Cases
Discover the best ways to utilize Flowlu for your needs
Free Tools
A collection of free resources to support your daily business tasks.
Compare Plans
Compare Flowlu plans feature by feature and pick what your team will actually use.
Free
$0
user/month
Essential
$9
user/month
Advanced
$17
user/month
POPULAR
Ultimate
Custom
Platform Essentials
Total cloud storage available for files, attachments, and documents.
File Storage
100MB
100GB
250GB
500GB
Number of users who can manage account settings, roles, and permissions.
Workspace Admins
2
Get notified by email, web, or mobile (if the app is installed).
Notifications
Import your data quickly using CSV files for clients, expenses, or other records.
CSV Data Import
Use Flowlu in English, Brazilian Portuguese, or Spanish.
Multi-language Interface
Access Flowlu on the go with dedicated mobile apps.
Mobile Apps (iOS & Android)
Use Flowlu easily on tablets with a touch-optimized layout.
Tablet Support
Work Management
Customize task statuses to match your company’s process.
Task Workflows
1
3
10
20
Pre-set task formats you can reuse to save time.
Task Templates
Add simple checklists inside tasks to track smaller to-dos.
Task Checklists
Break big tasks into smaller, manageable action items.
Subtasks
Assign the same task to more than one team member.
Multiple Task Assignees
Get notified about updates on tasks you’re following.
Task Followers
Add teammates who assist with a task.
Task Collaborators
Set tasks to repeat daily, weekly, monthly, or custom cycles.
Recurring Tasks
Link tasks that must be completed in a specific order.
Task Dependencies
Block task progress until dependent tasks are completed.
Task Blocking Dependency
Automatically reschedules dependent tasks in the Gantt chart when timelines shift.
Auto Scheduling for Tasks
Create templates with predefined project stages, milestones and tasks.
Project Workflows
1
5
10
20
Group related projects into one view to monitor goal and progress.
Projects Portfolio
Visualize project tasks by status using drag-and-drop columns.
Kanban Board
Plan and adjust tasks with a visual timeline and dependencies.
Gantt Chart
Organize and manage your tasks on a visual calendar.
Calendar View for Tasks
Identify tasks that directly impact your project delivery time.
Critical Path
See your tasks in a detailed list format with sorting options.
Task List View
Structure projects into stages with key milestone checkpoints.
Project Stages & Milestones
Organize your project into a hierarchy of stages, tasks and subtasks.
Project Work Structure
Plan project budgets, expected costs, and revenue targets.
Project Financial Planning
Track actual income and expenses tied to specific projects.
Project Expense & Revenue Tracking
Estimate incoming and outgoing cash over the course of a project.
Project Cash Flow Forecast
Organize financials by categories, clients, project stages, employees for clearer insights.
Grouped Revenue & Expenses
Upload financial estimates directly into your projects.
Import Estimated Revenue & Expenses
Sales & CRM
Keep a detailed database of all your customers.
Contacts & Companies
250
25,000
50,000
200,000
Track and manage sales opportunities.
Opportunity Tracking
Organize sales opportunities into custom sales stages.
Sales Pipelines
1
3
7
20
Collect leads via online forms.
Lead Capture Forms
Detect and merge duplicate entries.
Duplicate Merge
Upload or download CRM data easily.
Data Import & Export
Visualize opportunities in a drag-and-drop board.
Kanban View
View records in a sortable list format.
List View
List and manage products and services.
Product & Service Catalog
Track reasons behind lost opportunities.
Lost Opportunity Reasons
Make key fields mandatory at each pipeline stage.
Required Fields in Opportunities
NEW
Add files to CRM records.
File Attachments
Link related contacts, tasks, or deals.
Linked Records
Edit multiple records at once.
Bulk Record Updates
Automatically sync incoming and outgoing emails with CRM.
Auto Email Sync
Each user can connect their own email inbox.
Personal Email Inboxes
1
3
5
Set how often emails sync.
Email Sync Frequency (min)
15
15
5
Set how far back Flowlu pulls past emails during setup.
Initial Email Sync Range (days)
14
60
90
Connect Flowlu to your own mail server (IMAP/SMTP).
Custom Email Server Setup
Reusable templates for faster email replies.
Email Templates
Get alerts when new emails arrive in synced inboxes.
New Email Notifications
Attach emails to contacts, companies and opportunities.
Link Emails to CRM Records
Link emails to tasks and projects.
Advanced Email Linking
Turn emails into actionable tasks.
Create Tasks From Emails
See when emails are opened.
Email Open Tracking
Track clicks on email links.
Email Click Tracking
Get notified on opens and clicks.
Email Tracking Alerts
Time Tracking
Track time spent on individual tasks and events.
Timer
Log time and convert it into billable hours.
Billable Time Tracking
Record expenses linked to specific tasks and hours.
Task Expense Tracking
Set unique hourly rates for each user.
User-Specific Billing Rates
Automation
Limit of automation rules available per account.
Automations
50
100
Create automations for each stage of your sales pipeline.
Automation Sales Pipeline
Set automations for each step of your task workflow.
Automate Task Workflows
Set automations for each stage of your project workflow.
Automate Project Workflows
Automate invoicing actions like sending reminders or starting projects.
Automate Invoicing
Set automations for each stage of your Agile projects.
Automate Agile Projects
Automate finance actions like assigning categories and tracking payments.
Automate Finance Workflows
Trigger tasks or notifications automatically from knowledge base articles.
Automate Knowledge Base Tasks
Create automations for managing emails.
Automate Emails
Build multi-step processes to automate tasks across people and teams.
Business Processes
3
10
Copy existing business processes for faster setup.
Duplicate Business Processes
Number of automation rules available for business processes.
Automation Rules for Business Processes
100
300
Team & Collaboration
Chat one-on-one with team members.
Private Messages
Talk with your team in group conversations.
Group Chat
Track your personal tasks and events.
Personal Calendar
Share events with your team.
Shared Calendar
Create and manage several calendars at once.
Multiple Calendars
Add comments to tasks, projects, CRM records, invoices, and more.
Comments
Tag teammates in comments to get their attention.
@Mentions
Prompt teammates to reply.
Request a Response
Store and share internal guides and how-tos.
Internal Wiki
1
3
6
10
Share docs with clients, freelancers, or any external users.
External Wiki
Visually map out ideas.
Mind Maps
Keep personal notes.
Private Notes
Share updates and announcements with your team.
Company Feed
Know who’s viewing tasks, projects, contacts, and more—live.
Real-Time Presence Indicators
NEW
Billing & Docs
Create and manage professional invoices.
Invoices
Send quotes to clients before starting work.
Estimates
Generate and share contract documents.
Contracts
Create your own doc types for different needs.
Custom Document Types
Connect payment gateways for client payments.
Online Payment Integrations
Create custom invoices, estimates, and more.
Document Generator
Send invoices, quotes, and contracts via email.
Email Documents
Share invoices and other docs with a direct link.
Public Document Link
Reuse saved templates for faster invoicing.
Invoice Templates
Use pre-defined items in invoices, estimates and docs.
Product & Service Catalog
Schedule invoices to send automatically.
Recurring Invoices
Send reminders for overdue invoices.
Late Payment Reminders
Bill clients in their local currency.
Multi-Currency Support
Personalize invoices with your logo and colors.
Branding & Logo Customization
Finance
Manage finances separately for different companies.
Multiple Organizations
1
1
4
8
Record bank accounts for tracking (no live connection).
Bank Account Records
2
4
8
16
Track incoming payments.
Payment Tracking
Log and monitor expenses across projects and teams.
Expense Tracking
Handle finances in multiple currencies.
Multi-Currency Support
Set up your own categories for income and expenses.
Custom Finance Categories
Create and track budgets for your business.
Budget Planning
View upcoming payments and due dates in a calendar.
Payment Calendar
Manage and track advance cash funds issued to employees for small expenses.
Imprest Fund Management
Track stock, products, and supply levels.
Inventory Tracking
HR
Track team availability, leaves, and absences.
Employee Time Off Management
Display and manage your company hierarchy.
Org Chart
Organize users by team, department, or project into workspaces.
Groups
3
5
20
Set and manage team working hours.
Team Work Schedules
Agile
Plan and manage projects using Agile methodologies.
Agile Projects
10
25
50
Organize work into short, time-boxed iterations.
Sprints
Prioritize and manage future tasks or issues.
Backlog
Stay updated on changes to specific issues.
Issue Followers
Define custom stages for how issues move forward.
Custom Issue Workflows
Visualize Agile sprints and epics with interactive Gantt chart timelines.
Agile Gantt Chart
Create issue types tailored to your process.
Custom Issue Types
Estimate task complexity with story points.
Story Point Estimation
Break issues down into smaller, trackable units.
Issue Subtasks
Automatically generate notes for completed sprints.
Auto-Generated Release Notes
Run structured retrospectives with pre-built scripts for each sprint.
Retrospective Templates
Client Access
Give clients a secure space to collaborate and track progress.
Client Portals
Invite clients, freelancers, or partners to your workspace.
External Guests
10
100
500
Let external users communicate via chat.
Guest Chat Access
Define what each guest can view or edit.
Custom Permissions
Keep your team members invisible to external users.
Hide Internal Team from Guests
Assign roles to external users with custom permissions.
Guest Roles
Reports & Dashboards
Build your own dashboards with key metrics and widgets.
Custom Dashboards
Track and review hours worked across teams.
Timesheets
Visualize team workload across days or weeks to spot overload and free capacity.
Workload
NEW
View your income and expenses over time, organized by financial categories.
Cash Flow Report
Track income, expenses, and profit for a specific period.
Profit & Loss Report
Track incoming and outgoing money across all projects and activities.
Revenue & Expense Report
Analyze cycle and lead time in Agile projects.
Agile Performance Report
Track deals by stage across your sales funnel.
Sales Pipeline Report
Predict cash movement in upcoming project phases.
Project Cash Flow Forecast
See future costs for planned projects.
Upcoming Project Expenses
Track received and estimated payments per project.
Project Payments Report
Review all issued, paid, and overdue invoices.
Invoice Report
See daily time logs grouped by week.
Time Spent by Week
Monitor tasks currently being worked on.
Task in Progress Report
Compare created vs completed tasks with stats.
Task Summary Report
View completed tasks by team member per month.
Task Performance by Assignee
Compare planned hours vs actual time spent.
Estimated vs Spent Time
Track active, overdue, and completed tasks.
Task Statistics Widget
Track active projects, profitability, payments, and expenses.
Project Statistics Widget
Visualize coworkers’ leaves and time off.
Attendance Widget
View opportunities, monitor your sales pipeline, and track reasons for lost deals.
Opportunity Statistics, Sales Pipeline, and Loss Reasons Widgets
Track the performance and efficiency of your sales reps. Spot which channels are bringing in the most revenue
Opportunity Owner Performance and Revenue by Source Widgets
Forecast sales, track goals, and view opportunities by customer.
Sales Forecast, Goals, and Customer Report Widget
SOON
Show current account balances across all accounts.
Account Balance Widget
View detailed breakdowns of transactions in your P&L and cash flow reports.
Clickable Transaction Details
Close reporting periods to prevent edits to transactions and imports.
Lock Reporting Periods
Integrations
Integrate Flowlu with your favorite tools and services using our API.
API Access
Maximum number of API requests your account can send per second.
API Request Limits
4
8
16
Maximum number of API tokens available for your workspace.
API Token Limit
3
5
10
Ability to send real-time data to external apps when events occur in Flowlu.
Webhooks
Sync events between Flowlu and Google Calendar in both directions.
Google Calendar
Sync Flowlu events with your Apple Calendar and view them on your iPhone.
Apple Calendar
Attach and manage files from your Google Drive.
Google Drive
Attach and manage files from your OneDrive.
OneDrive
NEW
Link and store files from your Dropbox account.
Dropbox
NEW
Automatically create events, opportunities, and contacts from Calendly meetings.
Calendly
Connect your Gmail inbox for email sync and tracking.
Gmail
Sync Outlook emails and manage communication from Flowlu.
Outlook
Connect your Yahoo inbox for CRM email sync.
Yahoo
Accept online payments directly through Stripe.
Stripe
Send invoices and receive payments via PayPal.
PayPal
Make calls from Flowlu, auto-log calls, and create CRM records from new calls.
Twilio
Get real-time task, opportunity, and project updates from Flowlu in Slack.
Slack
Manage WhatsApp chats in Flowlu, send messages, and link conversations to CRM records.
WhatsApp
Sync contacts between Flowlu and Mailchimp to run email campaigns.
Mailchimp
Connect Flowlu to thousands of apps with automation.
Make (Integromat)
Link repositories to Agile projects and track commits, branches, and pull requests.
Bitbucket & GitLab
Connect a custom Telegram bot to receive and manage chats in Flowlu.
Telegram
Manage Viber chats in Flowlu and link conversations to CRM records.
Viber
Accept credit card payments via Square.
Square
Import issues from Jira into Flowlu Agile projects and map fields easily.
Jira
Import tasks from Trello boards into Flowlu Agile projects with status and user mapping.
Trello
Collect customer feedback from UseResponse and create issues in Flowlu Agile projects.
UseResponse
Create tasks, contacts, and opportunities from JivoChat conversations in Flowlu.
Jivochat
Capture leads from Tilda forms and automatically create CRM opportunities and contacts in Flowlu.
Tilda
Collect online payments via Skrill.
Skrill
Accept payments from customers via WayForPay.
WayForPay
Make and receive calls in Flowlu, with automatic call history tracking.
Zadarma
Customization & Branding
Customize your login page, top menu logo, favicon, and login button colors.
Custom Logo & Favicon
Send system emails (invoices, invites, notifications) from your own custom domain.
Custom Outbound Email Addresses
Customize system email templates to match your brand and communication style.
Email Template Branding
NEW
Access Flowlu through your company-branded URL.
Custom Domain
Add your own fields to CRM, tasks, projects, and more.
Custom Fields
20
50
100
Create calculated custom fields using formulas.
Formula Fields
Build table-style lists to manage custom data.
Custom Lists
3
10
20
Define your own stages for task progress.
Custom Task Statuses
1
3
10
20
Label and filter tasks, projects, or records easily.
Tags
Customize layouts in CRM, Projects, Tasks, Opportunities, and Agile Issues.
Customizable Record Pages
Limited
Basic
Advanced
Advanced
Add custom fields to user profiles.
Customizable User Profiles
Limited
Basic
Advanced
Advanced
Admin & Security
Connect external apps to Flowlu securely via OAuth 2.0.
OAuth 2.0 Authentication
Restore deleted items before they’re permanently removed.
Recycle Bin
Set how long deleted items are kept before auto-deletion.
Recycle Bin Retention (Days)
60
90
180
View total values across all rows in a list—great for full overviews.
List Totals (All Rows)
See totals based only on the rows you select in a list.
List Totals (Selected Rows Only)
Restrict access by allowing only specific IP addresses.
IP Whitelisting
Define role-based access across the platform.
Custom User Roles
Let users log in using their Google accounts.
Google Login
Export CRM, finance, tasks, or timesheets in a few clicks.
Data Export
View a history of changes made to records and settings.
Activity Log
Support & Services
Get real-time help from our support team.
Live Chat Support
Get instant answers anytime with our AI-powered chatbot.
24/7 Chatbot Support
Learn via articles and how-to videos at your own pace.
Help Center & Video Tutorials
Work with a personal expert to help you reach your goals.
Dedicated Success Manager*
Get help setting up and customizing your workspace with our onboarding training workshop.
Onboarding & Setup Assistance
Need Help?
Explore our resources to quickly get started with Flowlu business management software
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