Visualize the team's progress using a handy to-do list, kanban board or a Gantt chart. Allocate tasks and subtasks on the go with our mobile app for IOS and Android. Define templates and automatically recreate tasks based on the specified recurrence parameters.
Manage every project detail in one central platform — key stages and milestones, events, documents, invoices, expenses, notes. Build your own project templates for particular professional services to eliminate the need to start from scratch every time. Use cash flow forecasting to measure estimated expenses and revenue against the actual results.
Automatically keep track of the time you spend working using a built-in time tracker. Flowlu also allows you to manually enter or adjust spent hours. Set an hourly rate and bill your customer based on estimated or spent time on the project.
Flowlu offers its own CRM tools to record essential client information including contact details, issued invoices, active projects, completed tasks, sent emails, estimated and actual payments. Create sales funnels and track how your opportunities move through stages. Automate the whole customer journey and enhance your sales team efficiency.
Create professional invoices and email them to your client with just a few clicks. Customize your invoice and proposal appearance to reflect your brand. Let your customers pay right from the invoice and automatically log payments. Spend less time doing administrative tasks and concentrate on providing effective expert advice to your customers.
Say goodbye to spreadsheets and track your consultancy firm’s cash flow within your Flowlu account. Easily categorize income and expenses and keep track of your cash position. Always know what brings you more revenues and what needs to be improved.
Easily collaborate with your fellow consultants in an online messenger. Comment on tasks, articles, invoices or projects to leave important notes. Share your calendar with your team to let them know your availability. Enable email notifications and always stay in the loop.
Create your own knowledge base for co-workers to store internal standards, instructions and relevant articles in one place. Put a help centre with FAQs on your website to eliminate the need of constantly answering the same questions and save your time for more meaningful things.
Integrate Flowlu with your favorite apps using our native integrations, third-party integration providers like Intergrately, Pabbly or SyncSpider, or build your custom integration using our extensive API documentation and webhooks.