See How 2024 Success Stories: Businesses Speed Up Processes by 4x With Flowlu
Contact Sales

Leading CRM for Marketing Agency

No matter if you’re a digital freelancer or part of a marketing department or advertising agency, using marketing project software helps streamline business processes, reduce manual work and achieve outstanding results.
Flowlu - Leading CRM for Marketing Agency
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 the needs of your business and clients.
Best Project Management Software for Marketing Teams
Control every aspect of your marketing projects and campaigns. Track progress the way you want, switch between views, filter relevant information, automate notifications, and more.
Flowlu - Best Project Management Software for Marketing Teams
Features Designed to Boost Your Marketing Efforts
Marketing Project Planning
Manage your marketing projects of any complexity from A to Z. Get a bird's-eye overview of your project progress and team’s current workload. Plan and track financials in real-time, share documents and record customer feedback. Easily create templates for similar projects to eliminate manual work with marketing project management tools.
Flowlu - Marketing Project Planning
Task Management
Delegate tasks and establish deadlines, create templates and customize workflows. Track time spent on assignments and improve project accountability. Flowlu offers multiple views for tasks including GTD to-do list, Kanban board, calendar and Gantt chart for even more effective marketing task management.
Flowlu - Task Management
Client Communication
Store your client communication in one unified platform. Handle several pipelines and ensure that each client is properly guided towards a possible sales outcome. Add additional fields that fit your marketing team needs. Ensure that nothing slips through the cracks.
Flowlu - Client Communication
CRM Software for Marketing Teams
Be in control of your data. Record information about your customers with contact and organization details. View related projects or opportunities, scheduled tasks and appointments. Plan ahead and foster long-term relationships.
Flowlu - CRM Software for Marketing Teams
Business Automation for Creatives
Streamline marketing project tracking with automation. Automate actions based on preferred criteria, instantly receive notifications about opportunity, project, or task changes, send emails, schedule meetings, and more. Enhance interdepartmental collaboration by creating standardized business processes.
Flowlu - Business Automation for Creatives
Invoicing and Estimating
Turn your estimates into invoices and allow your customers to pay directly from your invoices with payment gateway integration. Invoice your customers based on spent time on marketing campaigns, advertising and product promoting activities. Generate recurring invoices and send them to your customers automatically.
Flowlu - Invoicing and Estimating
Document Builder for Marketers
Benefit from the template-based document builder. Create anything from standard proposals and contracts to custom document types. Thanks to automation support, you save valuable time otherwise spent on manual creation and data filling.
Flowlu - Document Builder for Marketers
Marketing Knowledge Base
Create a centralized location for all vital marketing and brand management materials—reguides, courses, blogs, tutorials, presentations, brand assets for campaigns. Add standardized training for new employees with an easy-to-use knowledge base.
Flowlu - Marketing Knowledge Base
Mind Maps for Creative Teams
Import existing mind maps or create new ones to vividly illustrate your thoughts to the team. Brainstorm new ideas, visualize ad campaigns and SEO projects, instantly share a link to the mind map with your colleagues.
Flowlu - Mind Maps for Creative Teams
Marketing Team Collaboration
Share news and updates across your team with built-in online chat to keep everyone informed. Effortlessly discuss content strategy and generate ideas for campaigns using comments and @mentions within the Flowlu interface.
Flowlu - Marketing Team Collaboration
Client Portals for Needy Clients
Set up client portals, invite external users by email or with a shareable link, and give them access to the project information you want them to see. Clients can agree on estimates, pay invoices, and communicate with your team via chat.
Flowlu - Client Portals for Needy Clients
Agile Marketing
Adapt on the go and strive in ever-changing conditions. Create custom workflows to improve team management, prioritize backlog tasks, and visualize progress on a project. Instant notifications help to stay updated at all times.
Flowlu - Agile Marketing
Project Workflows
Ensure work efficiency. Set up stages, milestones and tasks in a project workflow, and create new projects with a preset structure with a couple of clicks. Add or delete elements to design a perfect workflow for your current project.
Flowlu - Project Workflows
Reports and Dashboards
Seamlessly access reports for all installed modules. Keep an eye on opportunities, monitor Agile projects in progress, see upcoming expenses, and control cash flow. Or, create multiple dashboards and populate them with widgets that present the information you need to work efficiently.
Flowlu - Reports and Dashboards
Financial Management
Manage all financial records of your marketing agency from a centralized location. Keep track of received project payments and account transfers, create new payment documents, edit or duplicate them with a single click. Be confident that you have all your finances under control.
Flowlu - Financial Management
Marketing Integrations
Connect any email accounts via Google, Outlook or IMAP to send and receive emails without leaving your Flowlu account. Make calls, record conversations, and generate new opportunities with telephony integrations. Capitalize on instant messaging and communicate on WhatsApp, Viber, and Telegram.
Flowlu - Marketing Integrations
Data Customization
Create custom fields and lists to collect specific information from your clients. Record unique selling propositions, pricing models, used media channels, and any other type of data. Add any number of fields and lists, and find what you need by filtering and sorting.
Flowlu - Data Customization
What Makes CRM Important for Marketing Agencies
Big or small, agencies have a lot to juggle—communicating with clients, working with collaborators, allocating project resources, organizing ad campaigns; the list goes on. This is why CRM software for marketing agencies is an essential part of success. Flowlu has powerful features that boost marketing initiatives, so let’s take a look.
  • Automate Pathway to Success
    Avoid doing monotonous work, simplify your opportunity, project, and task scenarios using Automation. You can create and customize rules according to your specific management needs and preferences.
  • Reduce Repetitive Tasks: Save Time & Money
    Encouraging contributions from stakeholders, sending emails, reviewing project progress, are all recurring tasks. Flowlu allows you to specify the frequency, recurrence, set intervals, and pick the preferred time slot.
  • Versatile Project Scheduling and Planning
    With Flowlu’s Gantt chart, you can visualize the project timeline, track tasks and manage dependencies. Switch to a task list view, or arrange tasks on a Kanban board to monitor the workload. Never miss an event by aligning schedules using sync enabled calendars.

How Marketing Teams Use Flowlu

Advertising

Using CRM software for advertising agencies, you can track leads through the funnel and follow up on time and nurture relationships. Work in communication across all departments with chats, comments, requests, and notifications. Client portals to agree estimates and pay invoices in one place.
1

Market Research

Assign tasks to researchers, attach files and checklists. Categorize CRM contacts by category and industry to research specific groups and collect relevant data. Management loves when necessary information is available at all times.
2

Influencer Marketing

Separate workspaces to collaborate with influencers. Make announcements, discuss key points, upload files, assign tasks, establish deadlines, and track execution. Simplify management of influencer campaigns.
3

Public Relations

Database of journalists, editors and media outlets, including contact details, preferences and past interactions. Manage campaign budgets, track expenses for events, media outreach and other PR activities.
4
"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."
— Shaiq Uddin, Director of Sales and Marketing Operations
12+
Business apps replaced with Flowlu
$4k+
Saved on subscriptions annually
120+
Tasks executed through Flowlu
Company Logo

Choose Your Pricing Plan

Flexible pricing options for your marketing business.
Free
2 Users
1GB Storage
$0
Always free. No expiration, no hidden fees
Sign Up
  • Unlimited Projects & Tasks
  • Unlimited Contacts
  • Invoicing & Online Payments
  • Expense Tracking
  • 1 Project Template
  • 1 Knowledge Base
Show all features
Team
8 Users
10GB Storage
$39 $49
per team / month
billed yearly
per team / month
billed monthly
Start free trial
  • All features from Free plan, plus:
  • Client Portal
  • 3 Project Templates
  • 2 Knowledge Bases
  • Task Automation
  • API and Webhooks
  • Email Integration
  • Time Tracking
  • CRM Automation
Show all features
Business HIT
16 Users
50GB Storage
$79 $99
per team / month
billed yearly
per team / month
billed monthly
Start free trial
  • All features from Team plan, plus:
  • Custom Fields
  • Time Billing
  • Task Automation
  • Click & Open Tracking for Email
  • Telephony Integration
  • Mailchimp Integration
  • Advanced Reports
Show all features
Professional
25 Users
100GB Storage
$159 $199
per team / month
billed yearly
per team / month
billed monthly
Start free trial
  • All features from Business plan, 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
Show all features
Enterprise
Unlimited Users
1000GB Storage
$263 $329
per team / month
billed yearly
per team / month
billed monthly
Start free trial
  • All features from Professional plan, plus:
  • Formula Fields
  • Custom Domain
  • Unlimited External Users
  • IP Whitelist
Show all features

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

CRM software stores all your client interactions and relationships in one place. This means marketers can easily find what they need, so every customer interaction is meaningful and backed up by data. With all client info at their fingertips, teams can develop creative content that aligns with clients’ preferences.

Yes, digital marketing agency CRM helps to manage customer relationships and data. They allow marketers to do personalized marketing, customer segmentation and campaign management, and more importantly, give insights that make marketing strategy work.

Don’t lose sight of the relationship. CRM software empowers marketing teams to build customer loyalty. These systems organize prospects and clients, track activity and goals, and give you a snapshot to keep in line with the business plan.

A marketing list in CRM is a subset of your contacts or leads you want to talk to. They all have something in common - maybe they all work in IT companies or maybe they are small to medium startups in a particular US state.

There are three types of CRM software in marketing: Analytical CRMs rely on data as the platform’s foundation, Operational CRMs automate workloads and streamline management, and Collaborative CRMs dismantle organizational silos.

Marketing management software with automation can auto subscribe contacts to the most relevant lists in your sales funnel. Good for marketers who want to promote certain offers to specific audiences.

There are five stages in the CRM cycle:

  1. Establish brand awareness
  2. Acquire potential clients
  3. Convert leads to customers
  4. Deliver excellent customer service
  5. Maintain loyalty and drive upsells

P1 - Product

P2 - Price

P3 - Place

P4 - Promotion

P5 - People

P6 - Process

P7 - Physical evidence

CRM software helps manage contacts within a business so marketing and sales teams can work together, target their communications and meet deadlines. Good CRM tools have third party data integrations so all the data is up to date and ready for management to use.

See how Flowlu works for your business. No credit card required.
Sign Up For Free
Success. Your request has been submitted. We'll contact you soon.
Error. Something went wrong. Please try again later.
Coupon is Copied to Your Clipboard.