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Simple Consulting Software for Project Management & CRM

Every tool a business consultant requires, in one intuitive platform. Foster client relationships, manage project lifecycles, balance team workloads, and reduce time spent on administrative routines.

Secure

All your information is stored and encrypted using the TLS protocol.

All-in-one

Everything for planning, managing and analyzing your projects.

Easy-to-use

Explore the seamless onboarding and knowledge base.

Fully customizable

Customize Flowlu to meet the needs of your business and clients.

All-In-One Consulting Software for Professionals

As you seek solutions for your client, Flowlu helps overcome all business process challenges. Collaborate with team members, communicate with stakeholders, generate leads, convert them into projects, and drive profit.

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Software Tools for Consultants That Drive Business Forward

Seamless Project Management

Leverage consulting project management tools to manage everything in one location—key stages and milestones, events, documents, invoices, expenses, and notes. Build your own project templates for niche 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.

Intuitive Task Management

Visualize the team's progress using a handy to-do list, kanban board or a Gantt chart. Allocate consultants' tasks and subtasks on the go with our mobile app for iOS and Android. Prepare templates to automatically recreate tasks based on the specified recurrence parameters with project management software for consulting firms.

Online CRM

Use CRM tools for consulting business to capture leads from built-in web forms. Record essential client information including contact details, issued invoices, active projects, completed tasks, sent emails, estimated and actual payments. Create customizable sales pipelines and guide prospects towards favorable outcomes. Automate the whole customer journey and enhance your consultancy team efficiency.

Time Tracking

Effortlessly keep track of the time your consultants spend working using a built-in time tracker. Our consulting management app allows you to manually enter or adjust spent hours as well as pause the countdown. Set an hourly rate and bill your customer based on estimated or spent time on the whole project or its individual tasks.

Workflow Automation

Decide on a perfect sequence of actions and streamline progress. Automate your project workflow and focus on deliverables. Add, delete, and edit stages. Specify milestones and create sets of standard tasks. Create multiple business processes to optimize all routine activities within your company, such as onboarding new hires or scheduling meetings.

Invoices, Proposals & Contracts

Create professional documents and email them to CRM contacts with just a few clicks. Customize the appearance of your invoices, proposals, and agreements to reflect your business’s brand. Let your customers pay right from the invoice and automatically log payments. Spend less time doing administrative tasks and concentrate on providing reliable expert advice to your customers.

Set Up Client Portals

Create a user-friendly portal to centralize all data and share access with stakeholders. Use flexible permissions to customize the hub and present information relevant to clients, colleagues, or contractors. Allow your customers to see what your team is working on and assign new tasks. Store invoices and estimates in one place and let your clients pay online.

Visualize Data in Real-Time

Focus on what’s important with customizable dashboards. Collect insights about different parts of your business and visualize them in real-time on the homepage. Create multiple dashboards and add different widgets to each, such as P&L statements, CRM pipelines, tasks pending approval, group activity feeds, etc. Clearly see your company’s performance at all times.

Track Financials

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. Identify activities that bring your business more revenue and those that need to be improved.

Contextualize Work

Set up custom lists with your own columns and adapt the system to your consultancy requirements, be it finance, compliance, IT, administration, or other. Use custom fields to record specific details about contacts, businesses, CRM opportunities, projects, and tasks, and present them on their respective pages. Store documents that help make the job run smoothly, such as agreements, privacy policies, and NDAs.

Keep Everyone Involved

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.

Store Valuable Knowledge

Create your own knowledge base for co-workers to store internal standards, instructions and relevant articles in one place. Put a help center with FAQs on your business’s website to eliminate the need to constantly answer the same questions and save your time for more meaningful things.

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How CRM for Consulting Firms Helps Business Growth

Providing expert advice comes at a price, and it’s not always covered by the client. The market is crowded, competitors vigilant, and customers unpredictable. Consultants need CRM software to improve operations and make their work more efficient. Flowlu is equipped with excellent features to drive consulting efforts, take a peak.

Access In-Depth Reports

Thorough reporting is good for both deliverables and internal operations. View reports for all activities performed in the system, use this data to calculate salaries, measure team workload, and track expenses.
Use Popular Integrations for Consultants

Take advantage of apps you know and love with Flowlu integrations. Settle accounts with online payment gateways, export leads from Tilda forms into the CRM, sync with Calendly, get notifications in Slack, and much more.
Embrace Online Collaboration

Collaborate and brainstorm ideas using flexible mind maps. Chat with your team to get opinions, find solutions, and share updates in real-time. Attach documents, leave notes, and request responses.

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How Consulting Firms Use Flowlu

Strategy Consulting

Develop long-term plans for company growth. Analyze market trends, assess competitive landscapes, identify prospective avenues and record findings in a knowledge base. Work closely with senior executives and board members by communicating through email, instant messengers, and online calls.

Management Consulting

Help businesses improve their operations. Establish flaws in a company's processes and record every detail with custom lists and custom fields. Design templates for consulting reports and outline recommended solutions. Create onboarding checklists to save time on training.

Technology Consulting

Provide guidance and solutions to businesses facing challenges in the IT sector. Schedule meetings with key stakeholders, set up reliable communication channels, and pinpoint areas where technological improvements are needed. Prepare Gantt charts to implement the changes.

Financial Advisory Consulting

Give financial advice aligned with your client’s needs and goals. Our CRM software for consulting firms enables professionals to maintain a centralized database of clients, keep track of all activities, and create pipelines for unique processes.

Black leather briefcase with gold hardware

Danijel Bićanic

Sales Trainer, Owner of Bićanić Consulting

"We chose Flowlu because it centralizes our operations, sales, and project management in a single platform. It gives us a clear overview of events, deadlines, and tasks at a glance, so everything is clearly organized in one place."

workspace for the entire team

25%

less internal back-and-forth

15%

faster project delivery

30%

less time spent on manual tasks

Read the case study