Custom Client Portals: Bring All Client Work into One, Secure Place

Give your clients & customers easy access to information they need. Flowlu’s secure client portal software simplifies sharing of progress updates, estimates, and invoices. It’s customizable to your business, with extensive self-service and collaboration features.

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Flowlu - Custom Client Portals: Bring All Client Work into One, Secure Place

Streamline onboarding

Bring in new clients into your workflow in a matter of seconds.

Earn loyalty

Deliver a professional experience to build strong relationships.

Save time & effort

Automate routine interactions to reclaim valuable team time.

Scale business growth

Manage an expanding customer base without added admin burden.

Secure Document Sharing Portal: Brilliantly Organized Space for Clients

Create a unified space where all your project information, documents & files are presented to your clients exactly the way you want it. With Flowlu’s secure online portals, you can streamline all interactions.

Best Features of Online Client Portals

Simplify Updates

Put an end to all the "what's the status?" questions. Grant your clients a clear view of their projects & tasks. Let them monitor progress, see assignments, and even create new work items. Real-time access makes you productive, and results transparent and accountable.

Speed Up Approvals

Streamline approval workflows by breaking long email chains. Simply allow your clients to agree on estimate documents and convert them into invoices with a click. Flowlu accelerates billing cycles and decision-making.

Unify All Communications

Say goodbye to communications spread over split emails, messenger chats, and telephone numbers. Discuss everything within a single client portal system. Let clients comment on tasks, projects, KB articles, invoices, or use the built-in chat for live communication.

Share Files & Docs Securely

Exchange your files & docs with complete confidence, guaranteed by robust TLS encryption for data in transit. Easily view document version history and access high-quality previews for all major item types directly within Flowlu’s secure portal for file sharing.

Streamline Payments

Mitigate financial confusion and optimize billing cycles. Leverage a secure online portal to distribute invoices & estimates, enabling clients to preview final documents, check their details, track statuses, and make easy online payments.

Precisely Control User Access

Flowlu gives you granular control over user permissions. Set up access rights for a single person, or make custom roles for multiple users (like clients or contractors) and configure what each can see and do. Even better, allow your employees to invite new users to collaborate faster.

Onboard Faster

Simplify client onboarding with automated invitations. Invite external users via email or a secure, shareable link, with options to resend or cancel invitations. When a user is added, Flowlu can automatically create a CRM contact for smarter account management from day one.

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White-Label the Experience

Generic-looking portals severely hinder client adoption. Make your identity shine by creating a branded client portal. Think brand colors, your business logo in the header, or even a custom domain for a true white-label experience. Create secure portals as an extension of your business.

Empower Self-Service

Want to stop answering the same questions repeatedly? Place a knowledge base within Flowlu’s client portal platform to transform it into a powerful hub for all self-service needs. Empower customers to find answers to common questions and access the right solutions 24/7.

Client Portal Solutions for Every Professional

Freelancers & Small Biz

Elevate your business image without breaking the bank. Easily manage project updates, collect payments with financial visibility, and share files & docs securely.

Marketing Agencies

Centralize feedback and organize assets. Empower stakeholders with clear campaign progress tracking. Use comments on projects & tasks to collaborate better.

Consultants & Coaches

Unify communication channels and reduce approval times. Present estimate proposals to clients, and allow them to agree and pay right in the Flowlu’s online document portal.

IT & Development Firms

Give visibility without the overwhelm. Provide instant updates on relevant projects and allow them to create new tasks. Embed a knowledge base for seamless, always-on self-service.

Financial & Legal Services

Be confident all sensitive data you share is safe at all times. Exchange payment documents instantly, and provide transparent access to all processed financials. Guarantee compliance with custom user roles.

Construction & Real Estate

Coordinate multiple stakeholders, send project plans, progress photos, and important documents securely through Flowlu file sharing portal. Stay on schedule and within budget.

Shaiq Uddin

Director, Sales & Marketing Operations

"We were able to replace 12 different apps partially or in full from our day-to-day routine by completely switching to Flowlu. Not only did we eliminate most of the manual integration work, we were also able to cut down and save hundreds of dollars that used to go in monthly subscriptions."

12+

Business apps replaced with Flowlu

$4k+

Saved on subscriptions annually

100%

Key business processes automated

1.1k

Tasks executed through Flowlu

Read the case study

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Explore Our Pricing Tiers

Choose the right plan for you to manage your client collaboration.

1 Month Year -25%

Free

For freelancers and small teams: a simple workspace for trying Flowlu without commitment.

Always free. No expiration,
no hidden fees

Key Features
CRM

100 contacts, 1 pipeline, lead capture forms

Tasks & Projects

1 workflow, Kanban & list views, milestones

Finance

Invoices & estimates, product catalog, branding, payment & expense tracking

Collaboration

Private chat, personal calendar, comments & mentions, basic wiki, mind maps, company feed

Time Tracking

Customization

HR

Integrations & API

Automation

Support

Help center + AI bot
Show all features

Essential

For growing teams: move beyond basic task tracking to manage client work confidently.

$9 ~~$12~~

per user / month
billed yearly per user / month
billed monthly

Start free trial

Everything in Free +
CRM

Multiple sales pipelines, email sync, email templates, CRM reports

Tasks & Projects

Gantt chart, backlog & sprints, subtasks, task dependencies, project workflows, basic financial tracking

Finance

Online payments, invoice templates, late reminders, finance reports (P&L, cash flow)

Collaboration

Task followers and collaborators, group chat, shared calendars, growing team knowledge base

Time Tracking

Timer for tasks

Customization

Custom fields & lists, task statuses, templates, basic record customization

HR

Basic team organization (groups)

Integrations & API

Core integrations

Automation

Support

Live chat
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Advanced POPULAR

For mid-sized companies: handle complex projects and finances with more control.

$17 ~~$22~~

per user / month
billed yearly per user / month
billed monthly

Start free trial

Everything in Essential +
CRM

Sales automations, email tracking, client portal, duplicate merge, advanced CRM reports

Tasks & Projects

Multiple tasks workflows, recurring tasks, portfolio management, project cash flow forecast

Finance

Recurring invoices, multi-org & multi-currency support, inventory tracking

Collaboration

Role-based access, external wiki for clients, advanced knowledge base

Time Tracking

Billable hours, planned vs. logged time, custom billing rates

Customization

Formula fields, branding, advanced record customization

HR

Org chart, time off management, schedules

Integrations & API

Full integration hub with higher API capacity

Automation

Workflow & pipeline automations, 3 business processes

Support

Priority support
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Ultimate

For scaling organizations: unify projects, people, and finances in a customizable system.

Custom

per user / month
billed yearly per user / month
billed monthly

Everything in Advanced +
CRM

5 inboxes per employee, extended email history, advanced tracking

Tasks & Projects

20 task & project workflows, 50 agile projects, enterprise project & portfolio analytics

Finance

Budget planning, advanced dashboards, enterprise finance tools, multiple organizations

Collaboration

Enterprise knowledge base, 100 external collaborators, full collaboration suite

Time Tracking

Full time tracking suite across projects & teams

Customization

Full white-labeling, custom domain & email, enterprise security options

HR

Enterprise HR suite for large teams

Integrations & API

Enterprise integrations with maximum API capacity

Automation

Full automation suite, 10 business processes

Support

Dedicated success manager + onboarding*
Show all features

Want to learn more about all the handy features we offer? Check out our detailed pricing page to explore everything that’s included.

Go to Pricing

Why businesses love Flowlu?

A very strong tool for SMB and PM

Imagine a unified business management platform that caters to SMBs but includes powerful enterprise-level functionality normally reserved for more expensive CRMs, PM tools, and the like. It's as if they scoured the market for the most popular features, then crammed them all into their product. Read more

Brandon E.

Sales Specialist

Comprehensive solution for project management and CRM

Flowlu is a comprehensive solution for project management and CRM software. Especially when you don’t want to have a dozen separate systems and drown in integration efforts. The interface is easy to use, and there are some amazing features, such as fully automated task flow inside the system itself. It also has enough customization capabilities ... Read more

Tomas V.

CEO

By far one of the best business management software

I run an agency and have personally used countless project and business management software solutions. Flowlu is a feature-rich CRM that offers amazing automation tools to make your life easier. It provides a plethora of features that can be customized to meet your company's unique requirements. I also appreciate that it includes time track... Read more

Shiraz Q.

CEO

Fast, feature packed, priced right

Flowlu is easy to use, has a mobile app, and keeps getting better. Flowlu peaked my interest when I saw how many different features they were able to incorporate into their system. Once I started using it I was surprised at how everything was pretty fast and cohesive. This will be a great tool for my agency and fits a lot of needs that other sys... Read more

Josiah H.

Web Developer

THIS is what I've been waiting for

My experience has been incredible so far. Flowlu has replaced five applications and has made life better for me and 350 of my employees. It's kind of like being a kid at Christmas... I actually look forward to using the application every morning. The thing that differentiates them from everyone else is that they do a lot of things very well... Read more

Antonio Thornton, P.

CEO

Pumped about Flowlu

I was looking for a viable platform that would make my business more profitable and easier to run and manage to meet my requirements for a very long time. Some platforms offer similar functions to Flowlu but Flowlu offers speed, performance and overall product quality. I am implementing and testing the platform now in several companies that I ru... Read more

Martin G.

Director

Does it all really well

Flowlu is one system that puts all your client interactions at your fingertips. I really like the concept of one integrated system that keeps track of most of the tasks I need to do with clients every day, rather than requiring duplicate data entry across several disconnected systems. This is especially important for small companies like mine th... Read more

Joshua M.

Founder

So much more than just a Project Management tool!

Flowlu is a full-fledged business workflow tool that allows you to manage pretty much everything in your business from one central location. It has a well-designed, user-friendly interface that is simple to operate and navigate. It also includes one of the best new customer onboarding processes I've seen from a SaaS provider, utilizing its ... Read more

Tim D.

Head Consultant

Flowlu has been the most useful project management tool that we have

We are having the best and most efficient experience working on our projects with Flowlu. It allows us to ensure constant collaboration on all our tasks, which helps us achieve our project goals within the allocated timeframe. It offers us an amazing virtually shared workspace that helps us collaborate and work on our tasks as a team. Read more

Tim Van W.

Senior Project Supervisor

Flowlu allows businesses to manage projects from anywhere

This software is great!! So easy to enter information and schedules. This solution keeps me very productive! I have a tendency to try to tackle too much at once and end up with an overwhelming number of unfinished tasks. I like the fact that I can share the tasks and lists with anyone just by using their email addresses. Read more

Alvin Buckley

Events Services

Integrate with your favorite tools

Connect your Flowlu account with other apps via native and third-party premade integrations.

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FAQ

You will find the answers in the knowledge base or write to us in the online chat.

Knowledge base Ask a question

Client portals make it easy for businesses to share files, updates, and feedback with partners and stakeholders Flowlu organizes scattered communication, simplifies adoption, and negates security risks.

Flowlu’s online portal software integrates with modules for managing customers, projects, tasks, and finances. It provides advanced customizable options & granular user access controls to deliver a pleasant, professional experience to both internal and external stakeholders.

Flowlu's client management portal keeps your data secure using the TLS protocol. By implementing granular access controls for invited users, we adhere to industry best practices to safeguard sensitive information.

It’s really easy; Flowlu is designed to be easy to onboard, which increases adoption rates. Your clients can effortlessly navigate, preview documents, and communicate with your team, even if they lack advanced technical skills.

Yes. Depending on the permissions you set, they can securely upload files and documents directly to Flowlu’s client upload portal.

This eliminates the need for insecure email attachments and provides a centralized, organized way for client portal file sharing, a core feature of our file sharing portal software.

Flowlu’s customer service portal software enables you to embed your knowledge base directly into the portal, providing a self-service resource center.

This reduces support queries and empowers customers to find answers independently 24/7.

See how Flowlu works for your business. No credit card required.