Client Portal Software
Create a dedicated space to share information with your clients, freelancers and contractors. Take your business to the next level with the professional client portal for seamless customer collaboration.
Customize What Your Clients See
Invite your clients and contractors by email or a link and determine what they should exactly see at the client portal software. Use flexible permissions to build a secure digital hub for all customer information. Your clients will get quick access to only the data and fields you appoint to them.
Assign and View Tasks
Enable your clients to see what your team is working on at the moment. Let your customers create new tasks for your team or use client portal software to assign tasks to freelancers, vendors or contractors.
Reflect Project Progress
Provide your clients and external stakeholders with a 360-degree view of their own projects — tasks in progress, current stage and status, comments and requirements, documents and files, payments and expenses. Let your clients participate in shaping the best product for their unique needs.
Provide Payment and Expense History
Use the client portal as a central place to share information on project payments and expenses with your customers. Improve transparency into your work and let them easily access the financial data they need.
Build Knowledge Base for Your Contractors and Clients
Empower your clients and external providers with all the information they will ever need using a well-organized knowledge base installed right in your client portal. Add videos and images, attach files and tables, create comprehensive guidelines and present your external providers and customers with that information. No need for them to contact your reps directly!
Streamline Communication With Clients
Centralize customer communication like project tracking, messaging, invoicing in one single place with the client portal software. Interact with your customers over comments or use a built-in messenger to share updates on projects in real-time. Engage them in your work!
Get Fully Customizable Client Portal
Use a custom domain to white-label your portal and add a more professional look. Add logo, personalized onboarding checklist to provide the best experience to your clients. With granular permissions, display only those modules and information that your clients require.
Why businesses love Flowlu?
An Overall Excellent Product
Flowlu is one of those products that delights with every click on a new feature. I generally don't trust apps that try to be all things, but Flowlu is well designed with business needs and the end user in mind. I can honestly say I read every comparison I could find because making a change is a very big deal. The race was tight, and what he... Read more
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
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
Flowlu is easy to grasp out of the gate. The UI/UX is way better than anything else I've tried. What I like most is everything! Flowlu has really thought things through and is looking even brighter for the future! Just take a look at their roadmap and you'll be nothing but impressed. They have a free trial period. I highly recommend yo... Read more
I just love it!
My company was looking for a CRM/Project Management/Client Portal and I immediately recommended Flowlu (I discovered it in my previous job and was seriously impressed). They were quick to implement once they saw what it could do, and they looked at lots of other software. It really does everything very, very well. They're improving all the ... Read more
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
Integrate with your favorite tools
Connect your existing apps and workflows with pre-made integrations