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Best CRM for Small Business: Grow Smarter, Not Harder

Simplify your small business’s workflows with intuitive CRM software. Automate tasks, manage projects seamlessly, and deliver exceptional service to your customers.
Flowlu - Best CRM for Small Business: Grow Smarter, Not Harder
Secure
All your information is stored and encrypted using the TLS protocol.
Easy-to-use
Explore the seamless onboarding and knowledge base.
All-in-one
Everything for planning, managing and analyzing your projects.
Fully customizable
Customize Flowlu to meet exactly your needs.
Skyrocket Your Sales and Boost Efficiency
Enter CRM software—your secret weapon for streamlined operations. Stay competitive, efficient, and customer-focused.
Flowlu - Skyrocket Your Sales and Boost Efficiency
Features for Small Businesses
Explore the essential functionalities of CRM software and unlock your small business's true potential for success.
Sales Management
Eliminate manual work and organize a seamless sales journey with customizable sales funnels. Automated opportunity and lead management, task distribution, web forms and proactive notifications drive efficiency and boost conversion. Uncover hidden opportunities and optimize strategies by tracking and analyzing customer behavior.
Flowlu - Sales Management
Email & Telephony Integrations
Manage emails and calls from one central hub in Flowlu. Get real-time alerts when clients open emails or click your links, ensuring immediate follow-up.Track your entire communication history and use Flowlu's tools to personalize your sales approach and close more deals.
Flowlu - Email & Telephony Integrations
Task and Event Tracking
Streamline work processes, ensuring that each team member understands their responsibilities, and keep the workflow organized. With a clear overview of tasks on a Kanban board, teams can avoid bottlenecks and maintain a steady pace toward achieving business goals. Flowlu’s handy calendar displays everyone's calls and appointments, making collaboration and scheduling effortless.
Flowlu - Task and Event Tracking
Project Management
Utilize a Customer Relationship Management system tailored for small businesses to gain comprehensive project management capabilities. Plan your work effectively, track work hours with ease using a time tracker, and seamlessly generate invoices from client records. Access a comprehensive history of interactions with clients and utilize a convenient file library for project-related documents.
Flowlu - Project Management
Project Profitability Calculation
Flowlu’s financial management features provide a clear picture of your actual income, revealing the sources of your primary revenue and the most profitable clients. No more spreadsheets—Customer Relationship Management system unveils seasonal demand fluctuations, revenue and cost trends, enabling you to optimize cash flow management, allocate resources effectively, and minimize wasteful expenses.
Flowlu - Project Profitability Calculation
Cash Flow Management
Simple CRM for small businesses will help you keep track of finances for multiple companies in a single account. Record payments and expenses, control transactions, and monitor your organization's profitability in a single window.
Flowlu - Cash Flow Management
Invoices and Quotations
Streamline your client communication with Flowlu's automatic email delivery of proposals and invoices directly from opportunity or project records. Our Customer Relationship Management system for small and medium-sized businesses ensures timely notifications for payment receipts. To eliminate errors in invoice amounts, link products and opportunities, allowing CRM to automatically calculate the cost.
Flowlu - Invoices and Quotations
Customer Portal
Empower clients, partners, contractors and other stakeholders with real-time project visibility through Flowlu's secure client portal. Share project details, invoices, and activity updates via a personalized link, allowing external users to stay informed and engaged. Maintain control over the information shared, ensuring only relevant data is accessible. Collaborate effectively and boost customer loyalty within a single, unified platform.
Flowlu - Customer Portal
Internal and External Knowledge Base
Streamline knowledge sharing and enhance employee expertise with Flowlu's integrated knowledge base. Centralize valuable information in easily accessible articles, fostering a culture of continuous learning and skill development. Provide external users with self-service access to the knowledge base, allowing them to resolve common issues independently. This minimizes the burden on the tech support team, freeing up their time to focus on more complex cases. By consolidating knowledge and empowering self-service, Flowlu empowers your team to work more efficiently and effectively.
Flowlu - Internal and External Knowledge Base
Dashboards & Reporting
Flowlu’s dashboards offer a visual real-time representation of critical data, providing your business with actionable ideas for better decision-making. Flowlu’s reports let you leverage data-driven insights to gain a comprehensive understanding of sales performance, financial health, and team productivity, enabling you to identify trends, optimize strategies, and boost growth.
Flowlu - Dashboards & Reporting
Workflow Automation
Flowlu’s workflow automation redefines your team’s work by automating repetitive tasks, allowing employees to focus on more strategic and creative aspects of their work. From project automation to CRM automation capabilities, these Flowlu’s features contribute to making business processes smoother and more effective. Eliminate the manual effort involved in team’s tasks by automating repetitive actions such as lead assignment, data entry and follow-up reminders. Leverage automation to ensure timely task completion and accountability.
Flowlu - Workflow Automation
Team Collaboration
Foster seamless teamwork and communication across distributed teams, regardless of location. Leave comments on opportunities, projects, and tasks to ensure everyone is on the same page. Effectively utilize user mentions to instantly notify relevant individuals, ensuring prompt responses and action. Engage in meaningful discussions and idea exchange via messenger and group chats.
Flowlu - Team Collaboration
User-Friendly Interface
Small businesses often lack dedicated IT departments, making user-friendly interfaces crucial. Flowlu is intuitive and easy to navigate, ensuring that employees can quickly adapt to and leverage its features. You won’t need external expertise to seamlessly integrate Flowlu into your business processes. Its user-friendly UI enables you to master its functionalities independently, saving time and resources. For any challenges encountered, access our comprehensive knowledge base or reach out to our technical support team for prompt assistance.
Flowlu - User-Friendly Interface
Customization Options
The DNA of every business is unique, and its processes should reflect that individuality. Flowlu offers customization options, allowing businesses to tailor the software to their specific needs. This adaptability ensures that the Customer Relationship Management software aligns seamlessly with your existing workflows. Avoid the tedious task of manually entering company data into the Customer Relationship Management system. Easily import comprehensive archives from CSV files, including opportunity details, customer information, tasks, financial date, and more. Flowlu's flexible field customization feature allows you to quickly map data, ensuring seamless data integration.
Flowlu - Customization Options
How to Find the Best CRM for Your Small Business
Finding the best CRM for your small business involves considering several key factors to ensure it meets your specific needs and supports your growth. Before selecting a Customer Relationship Management system, it's crucial to identify the specific needs of your small business. Whether it's improving customer communication, streamlining sales processes, or enhancing data management, a clear understanding of your requirements will guide your choice.
  • Consider Your Budget
    Small businesses often operate on tight budgets. It's essential to choose a CRM solution that aligns with your financial constraints. Many CRM providers allow businesses to start with basic features and upgrade as they grow.
  • Trial and Testing
    Most CRM providers offer free trials. Flowlu presents you with a free 14-day trial to dive deep into every feature the platform has to offer, from managing tasks to tracking sales opportunities. Involve key team members in the testing phase to gather diverse feedback.
  • User Reviews and Recommendations
    Researching user reviews at Capterra or G2 and seeking recommendations from businesses similar to yours can provide valuable insights. Real-world experiences from other business owners can help you gauge the benefits and challenges of a particular CRM.
Flowlu - How to Find the Best CRM for Your Small Business

How Can You Benefit From CRM for Small Businesses?

Streamlined Customer Data Management

Managing customer data can be a daunting task for small businesses. Flowlu simplifies this process by centralizing customer information, making it easily accessible and updatable. This ensures that all team members have real-time access to critical customer details.
1

Improved Customer Relationships

Building strong relationships with customers is vital for small businesses. Flowlu provides insights into customer preferences, purchase history, and interactions, enabling businesses to personalize their approach. This personalized touch enhances customer loyalty.
2

Increased Sales and Revenue

The ultimate goal for any business, small or large, is to increase sales and revenue. Flowlu helps small businesses track leads, identify sales opportunities, and streamline the sales process. The result is a more efficient sales pipeline and increased revenue generation.
3

Time and Resource Efficiency

CRM automates repetitive tasks, allowing employees to focus on more strategic activities. This enhances efficiency and ensures accuracy. Flowlu aids in optimizing resources by providing insights into high-potential opportunities and areas that require attention.
4

Better Decision-Making For Teams

By providing real-time data and analytics, CRM empowers SMBs to make informed decisions, leading to more successful business strategies. Utilizing data-driven insights, businesses can identify trends, forecast market changes, and stay ahead of the competition.
5

Enhanced Client Communication

Effective communication is the cornerstone of any successful business. Flowlu facilitates communication by integrating with email, phone, and messengers. This integration ensures that all customer interactions are recorded and easily accessible.
6

Cost Savings for Business Owners

CRM brings about operational efficiency, leading to a reduction in overall costs. Streamlining processes and eliminating redundancies contribute to significant savings. For companies, CRM represents a valuable investment with long-term benefits.
7

Security and Protection of Your Data

Flowlu prioritizes the security of customer information. Robust data protection measures ensure that sensitive data is safeguarded against unauthorized access. Small businesses can trust CRM to comply with data protection regulations, mitigating the risk of complications.
8

Accessibility and Flexibility for the Whole Team

Flowlu enhances accessibility, allowing businesses to access critical data from anywhere. This flexibility is a vital asset in today's remote-first business world. Employees can access CRM data remotely, ensuring that business operations continue seamlessly.
9

Select Your Subscription

Choose the right plan for your small business.
Free
Billed annually for all users Billed monthly for all users
2 Users
1GB Storage
$0
Sign Up
  • Unlimited Projects & Tasks
  • Unlimited Contacts
  • CRM Automation
  • Invoicing & Online Payments
  • Expense Tracking
  • 1 Project Template
  • 1 Knowledge Base
Team
Billed annually for all users Billed monthly for all users
8 Users
10GB Storage
$29 $39 / month
Start free trial
  • All features from previous plans, plus:
  • Client Portal
  • 3 Project Templates
  • 2 Knowledge Bases
  • Task Automation
  • API and Webhooks
  • Email Integration
  • Time Tracking
Business HIT
Billed annually for all users Billed monthly for all users
16 Users
50GB Storage
$59 $74 / month
Start free trial
  • All features from previous plans, plus:
  • Custom Fields
  • Time Billing
  • Task Automation
  • Click & Open Tracking for Email
  • Telephony Integration
  • Mailchimp Integration
  • Advanced Reports
Professional
Billed annually for all users Billed monthly for all users
25 Users
100GB Storage
$119 $149 / month
Start free trial
  • All features from previous plans, plus:
  • 20 Project Templates
  • Unlimited Knowledge Bases
  • Change History
  • Advanced Reports
  • Custom Logo
  • Report: Project Cash Flow Forecast
  • Additional Transactions Reports
  • External User Roles
  • User Roles
Enterprise
Billed annually for all users Billed monthly for all users
Unlimited Users
1000GB Storage
$199 $249 / month
Start free trial
  • All features from previous plans, plus:
  • Formula Fields
  • Custom Domain
  • Unlimited External Users
  • IP Whitelist

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
Dr. Virginia R.
Dr. Virginia R.
Founder/CEO
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
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
Top notch
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
Marcos R.
Marcos R.
Chief Problem Solver
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
Shimi M.
Shimi M.
Support Specialist
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
Integrate with your favorite tools
Connect your existing apps and workflows with pre-made integrations

Common Challenges with CRM Adoption

Resistance to Change
Employees may resist adopting new technologies. To overcome this, emphasize the benefits of CRM, offer comprehensive training, and highlight how it simplifies their daily tasks. Involve employees in the CRM implementation process. Their insights and feedback can help address challenges and optimize the system according to the needs of different departments.
Data Security Concerns
Address concerns about data security by choosing Customer Relationship Management systems with robust security measures. Clearly communicate the security protocols to your team to build confidence in the new system. Stay ahead of evolving threats by continuously updating your security measures and protocols.
Lack of Proper Training
Insufficient training can hinder successful CRM adoption. Invest time and resources in training programs to ensure that all users are proficient in using the Customer Relationship Management software. Provide continuous support to users. This ensures that employees stay updated on new features and functionalities, maximizing the benefits of the CRM system.

Implementing CRM Successfully

Employee Training
Introducing a new system requires proper training. Ensure that your team is well-versed in using the CRM software. This not only maximizes its benefits, but also reduces resistance to change.
Flowlu - Employee Training
Data Migration
Smooth data migration is critical for a seamless transition to a Customer Relationship Management system. Verify that your existing data can be easily imported into the new CRM software without loss or corruption. Flowlu makes data migration a breeze—simply import your information effortlessly using a CSV file.
Flowlu - Data Migration
Setting Clear Goals
Define clear goals for implementing Customer Relationship Management software. Whether it's improving customer satisfaction, increasing sales, or enhancing communication, having specific objectives will guide your CRM strategy.
Flowlu - Setting Clear Goals
Regular Evaluation and Updates
CRM is not a one-time implementation; it requires ongoing evaluation and updates. Regularly assess its effectiveness, gather feedback from users, and implement updates to ensure optimal performance.
Flowlu - Regular Evaluation and Updates
Frequently Asked Questions
You will find the answers in the knowledge base or write to us in the online chat.

From nurturing leads to retaining loyal customers, Customer Relationship Management (CRM) is the Swiss Army knife for small businesses seeking to navigate the complexities of the modern marketplace.

At its core, CRM is a technology-driven strategy that enables businesses to manage and analyze customer interactions throughout the entire lifecycle.

It goes beyond the realms of mere software; it's a comprehensive approach aimed at understanding, engaging, and retaining customers.

By centralizing customer data, businesses gain actionable insights for personalized interactions.

A robust CRM system comprises various components, including contact management, lead tracking, sales management, and customer support. Each element plays a pivotal role in fostering a customer-centric approach, ensuring that no interaction goes unnoticed or unanalyzed.

Small businesses have choices when it comes to CRM solutions. Cloud-based CRM, which offers flexibility and accessibility, is often a preferred option. On-premise CRM provides more control but may require a higher initial investment. Industry-specific CRM tailored to the unique needs of certain businesses can also be a game-changer.

The time required for successful Customer Relationship Management system implementation varies based on the complexity of the business processes and the chosen CRM solution. The typical timeframe is 8 to 16 weeks.

Small businesses should ensure data encryption, secure user authentication, regular system updates, and employee training on security best practices.

Yes, most CRM solutions offer integration capabilities to seamlessly connect with existing tools, software, and business applications.

 

Yes, CRM software can be customized to suit the specific needs of various small businesses, regardless of their industry, e.g. Marketing & Advertising, Hospitality, Business Consulting.

One of the critical aspects for small business owners is understanding the average costs involved. This includes monthly subscription models, one-time licensing fees, and additional costs for customization and ongoing support. A transparent understanding of these costs aids in making informed decisions.

  • Lack of Customer Insights: Without CRM, businesses miss out on valuable insights into customer behavior, making it challenging to tailor products and services.
  • Inefficient Data Management: Manually managing data is time-consuming and prone to errors, hindering the agility required for small businesses to adapt.
  • Missed Opportunities for Sales and Growth: CRM opens doors to new opportunities by identifying potential leads and helping businesses capitalize on them for sustainable growth.

Yes, some CRM providers offer free basic versions of their software, making it affordable for small businesses with limited budgets. For instance, Flowlu offers a forever free plan with essential features to jumpstart your business.

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