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Plan work more realistically with the new Workload Report based on team capacity.
Features
Online CRM
Effortlessly manage and capture new sales opportunities.
Project Management
Plan, create and manage multiple projects.
Task Management
Stay on top of all your tasks with ease.
Online Invoicing
Invoice clients and get paid online.
Workflow Automation
Eliminate routine and focus on actual work.
Collaboration Tools
Stay in touch with your team at any time.
Financial Management
Easily manage and track your finances.
Agile & Issue Tracker
Quickly adapt to changes within your project.
Knowledge Base
Create both internal and external knowledge bases.
Solutions
Marketing Agencies
Efficiently create and track all your marketing projects.
Building & Construction
Manage your constructing projects and finances at once.
IT Departments
Build a seamless workflow for your IT department.
Business Consultants
Track your regular to-dos and communicate with clients.
Legal Professionals
Keep in touch with your clients and monitor legal projects.
Educational Institutions
Build end-to-end communication within educational departments.
Manufacturing Sector
Integrate your entire manufacturing process.
Small Business
Simplify, automate and boost your small business’s workflows.
Event Planners
Turn chaos into celebration with Flowlu’s smart planning tools.
Help Center
Find answers to your questions and get support for using Flowlu effectively
What's New
Explore the latest features and improvements
Flowlu Blog
Discover our newest posts and product updates
Customer Stories
See how our users achieve more with Flowlu
Guides
Master Flowlu with our step-by-step guides
Templates
Jumpstart your projects with our ready-made templates
Use Cases
Discover the best ways to utilize Flowlu for your needs
Free Tools
A collection of free resources to support your daily business tasks.
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.
Software Tools for Consultants That Drive Business Forward
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.
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.
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Access In-Depth ReportsThorough 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.
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Use Popular Integrations for ConsultantsTake 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.
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Embrace Online CollaborationCollaborate 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.
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."
1
workspace for the entire team
25%
less internal back-and-forth
15%
faster project delivery
30%
less time spent on manual tasks
