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Time-Saving Workflow Automation Tools Built for Small Businesses

Use the best workflow automation platform to unite business processes, streamline communication and collaboration, and automate routine tasks for increased productivity and continuous improvement.
Flowlu - Time-Saving Workflow Automation Tools Built for Small Businesses
Fast onboarding
Slash training time and accelerate team adoption.
Intuitive navigation
Quickly access tools with smart menus and buttons.
Secure database
All data is stored and encrypted with the TLS protocol.
Global adoption
Businesses in 120+ countries automate work with Flowlu.

Automate Your Work with Flowlu

Achieve peak productivity with business workflow automation software that takes care of mundane processes, saving time, minimizing errors, and optimizing workload.
Flowlu - Automate Your Work with Flowlu

Power Your Business with Automation

No-Code Workflows
Automate workflows with intuitive, no-code automation to keep processes smooth, teams agile, and insights right at your fingertips. Build automations to simplify task assignments, approvals, data updates, and more!
Flowlu - No-Code Workflows
Team Synergy
Achieve true team alignment by automating communication and collaboration. Set up rules to issue notifications, leave comments, switch assignees, record absences, or even post updates to the company's feed.
Flowlu - Team Synergy
Better, Faster Work
Say goodbye to repetitive tasks and administrative burdens. Optimize your processes to free yourself and your team from busywork. Automate routine actions, eliminate bottlenecks, and accelerate business growth.
Flowlu - Better, Faster Work
Build Automation Workflows
Connect teams with automated business processes integrating with all Flowlu apps and data. Build standard sequences with multiple stages by automating actions, setting triggers, and adding custom fields for key details.
Flowlu - Build Automation Workflows
Close Deals Faster
Increase efficiency at every stage of your sales pipeline by minimizing manual work. Automate key actions from lead capture and data entry to generating proposals and assigning follow-up tasks, and close deals faster.
Flowlu - Close Deals Faster
Speed Up Project Work
Launch repeatable projects in seconds with workflow templates. Create automation rules for all projects to assign tasks, run business processes, prepare estimates, schedule client meetings, update stages, close and archive projects.
Flowlu - Speed Up Project Work
Improve Billing Cycles
Minimize billing errors with invoicing automation software. Automatically update fields, request approvals, email invoices and payment reminders. Secure revenue streams with recurring invoices, generating and sending invoices for repeat services at set intervals.
Flowlu - Improve Billing Cycles
Master Email Automation
Customize automation rules for each connected mailbox to send notifications, create tasks based on message content, generate revenue and expense estimates, record employee absences, or schedule appointments, calls, and emails.
Flowlu - Master Email Automation
Easily Manage Knowledge
Simplify knowledge base management with work automation software. Create webhooks to source content from websites or apps, notifications for article updates, task assignments for revisions, and even register issues for projects.
Flowlu - Easily Manage Knowledge
Streamline Accounting Tasks
Optimize accounting tasks in Flowlu. Set up rules to automatically categorize new transactions, ensuring they are linked to correct accounting items. Reduce manual workload and maintain accurate financials with ease.
Flowlu - Streamline Accounting Tasks
Handle Routine with Ease
Streamline your workflow with recurring tasks and events. Plan ahead by scheduling regular meetings or calls, and set up routine tasks like weekly reports and check-ins. Set recurrence options and let Flowlu handle the rest.
Flowlu - Handle Routine with Ease
Use Data to Grow
See the big picture by visualizing business performance with dashboard widgets, automatically pulling key data to check task statistics, project progress, profitability, and more. Then, power your decisions with automated reports, examining each aspect of your company in detail.
Flowlu - Use Data to Grow

How Automated Workflow Systems Help

Sales & Marketing Pros

Maximize sales and marketing impact with custom workflow automation software to nurture leads, personalize email outreach, and control work pipeline with smart rules and triggers. Leverage automated reports and dashboards to track performance, optimize campaigns, and grow revenue.
1

Operations Managers

Create workflows to connect teams and information across departments. Automate key business processes to enhance agility and responsiveness in daily operations. Use intelligent notifications to stay updated on critical events, potential bottlenecks, or deviations.
2

Project Managers

Skip tedious project setup by using workflow templates and automating task creation. Design Agile workflows to run sprints effectively and deliver projects on time and within scope. Save time on scheduling with recurring events for regular team check-ins and stakeholder meetings.
3

Human Resources

Simplify HR processes with automation workflows for common tasks. Automate employee onboarding from initial paperwork to IT setup and welcome messages. Speed up PTO requests and approvals, freeing up time to focus on employee development.
4

Accountants

Automate the invoicing process to minimize human error and ensure consistent billing. Apply software automation rules to accounting tasks for accurate categorization of transactions, and use recurring invoices to streamline repeat billing cycles for long-term clients.
5

Legal Professionals

Build automation workflows to standardize complex legal processes and handle cases with ease. Speed up document creation for contracts, briefs, and legal correspondence using flexible templates. Manage expertise by automating updates and revisions to the knowledge base.
6
Shaiq Uddin
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

Pricing Plans for Streamlined Work

Choose the right plan to automate your workflows.
Free

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

$0
Always free. No expiration,
no hidden fees
Sign up
  • 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

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

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

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

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

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.
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.
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.
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.
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.
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.
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.
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.
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.
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
Alvin Buckley
Events Services
Integrate with your favorite tools
Connect your Flowlu account with other apps via native and third-party premade integrations.
Flowlu - Integration with Imap
Flowlu - Integration with PayPal
Flowlu - Integration with KonnectzIT
Flowlu - Integration with Jira
Flowlu - Integration with Google Calendar
Flowlu - Integration with Integrately
Flowlu - Integration with Jivochat
Flowlu - Integration with Pabbly
Flowlu - Integration with Calendly
Flowlu - Integration with AppyPie
Flowlu - Integration with Square
Flowlu - Integration with Zendesk
FAQ
You will find the answers in the knowledge base or write to us in the online chat.

A workflow is a sequence of actions to complete a process. Process answers the question of what you need to do, while a workflow is how you do it. Automation means running something automatically.

Use automated workflow systems like Flowlu to handle repetitive processes for you and free yourself and your team to focus on important work.

Here’s 3 basic components of a workflow:

  1. Input: actions and conditions required to finish a step of a workflow.
  2. Transformation: parameters that control how an input is processed.
  3. Output: actions are performed according to the specified conditions.

A software tool called workflow automation application. Workflow automation apps are designed to handle repetitive actions for your company.

Flowlu empowers you to automate a wide range of activities from task creation and assignment to building processes that connect departments and teams.

Using paid and free workflow automation tools delivers numerous advantages. You'll see a clear increase in efficiency, as things just get done faster.

Errors get minimized because software is consistent. Tasks get completed reliably, every time. And you'll find you're using your resources—both time and people—much more effectively.

Ultimately, workflow automation software boosts communication, improves teamwork, and helps everyone get more done, more quickly.

CRM workflow automations act as roadmaps for parts of your customer relations processes. They rely on steps, conditions, and rules to guide your interactions with prospective and existing customers.

A good example of a CRM workflow automation is an automated process that helps you to capture new leads, segment them according to chosen criteria, and send personalized emails.

You'll find workflow automation being used across all sorts of business functions. Think about:

  • Onboarding new hires: getting them set up quickly and efficiently.
  • Sales process management: moving deals smoothly through the pipeline.
  • Project management: keeping projects organized and on schedule.
  • Financial management tasks like invoicing and expenses: streamlining billing and expense management.

These are just a few examples—automation can really be applied to almost any area with repetitive tasks.

Flowu prioritizes data security and privacy for all its users. 

All your information is stored and encrypted using the TLS protocol. User data is not sold to third parties, nor is personal information accessed or reviewed internally.

Email and browsing information are not disclosed to external parties. Users retain full control over their data and can permanently delete their Flowlu accounts and all associated information at any time.

To read in detail about our commitment to protecting your privacy, consult our Privacy Policy.

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