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.

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Flowlu - Simple Consulting Software for Project Management & CRM

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.

Shaiq Uddin

Director, Sales & Marketing Operations

"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."

12+

Business apps replaced with Flowlu

$4k+

Saved on subscriptions annually

100%

Key business processes automated

1.1k

Tasks executed through Flowlu

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Explore Our Pricing Tiers

Choose the right plan for your business consulting business.

1 Month Year -25%

Free

For freelancers and small teams: a simple workspace for trying Flowlu without commitment.

Always free. No expiration,
no hidden fees

Key Features
CRM

100 contacts, 1 pipeline, lead capture forms

Tasks & Projects

1 workflow, Kanban & list views, milestones

Finance

Invoices & estimates, product catalog, branding, payment & expense tracking

Collaboration

Private chat, personal calendar, comments & mentions, basic wiki, mind maps, company feed

Time Tracking

Customization

HR

Integrations & API

Automation

Support

Help center + AI bot
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Essential

For growing teams: move beyond basic task tracking to manage client work confidently.

$9 ~~$12~~

per user / month
billed yearly per user / month
billed monthly

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Everything in Free +
CRM

Multiple sales pipelines, email sync, email templates, CRM reports

Tasks & Projects

Gantt chart, backlog & sprints, subtasks, task dependencies, project workflows, basic financial tracking

Finance

Online payments, invoice templates, late reminders, finance reports (P&L, cash flow)

Collaboration

Task followers and collaborators, group chat, shared calendars, growing team knowledge base

Time Tracking

Timer for tasks

Customization

Custom fields & lists, task statuses, templates, basic record customization

HR

Basic team organization (groups)

Integrations & API

Core integrations

Automation

Support

Live chat
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Advanced POPULAR

For mid-sized companies: handle complex projects and finances with more control.

$17 ~~$22~~

per user / month
billed yearly per user / month
billed monthly

Start free trial

Everything in Essential +
CRM

Sales automations, email tracking, client portal, duplicate merge, advanced CRM reports

Tasks & Projects

Multiple tasks workflows, recurring tasks, portfolio management, project cash flow forecast

Finance

Recurring invoices, multi-org & multi-currency support, inventory tracking

Collaboration

Role-based access, external wiki for clients, advanced knowledge base

Time Tracking

Billable hours, planned vs. logged time, custom billing rates

Customization

Formula fields, branding, advanced record customization

HR

Org chart, time off management, schedules

Integrations & API

Full integration hub with higher API capacity

Automation

Workflow & pipeline automations, 3 business processes

Support

Priority support
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Ultimate

For scaling organizations: unify projects, people, and finances in a customizable system.

Custom

per user / month
billed yearly per user / month
billed monthly

Everything in Advanced +
CRM

5 inboxes per employee, extended email history, advanced tracking

Tasks & Projects

20 task & project workflows, 50 agile projects, enterprise project & portfolio analytics

Finance

Budget planning, advanced dashboards, enterprise finance tools, multiple organizations

Collaboration

Enterprise knowledge base, 100 external collaborators, full collaboration suite

Time Tracking

Full time tracking suite across projects & teams

Customization

Full white-labeling, custom domain & email, enterprise security options

HR

Enterprise HR suite for large teams

Integrations & API

Enterprise integrations with maximum API capacity

Automation

Full automation suite, 10 business processes

Support

Dedicated success manager + onboarding
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Want to learn more about all the handy features we offer? Check out our detailed pricing page to explore everything that’s included.

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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.

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.

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.

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.

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.

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.

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.

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.

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.

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

Events Services

Integrate with your favorite tools

Connect your Flowlu account with other apps via native and third-party premade integrations.

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Frequently Asked Questions

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

Knowledge base Ask a question

A CRM business consultant is a professional who uses their expertise in customer relationship management systems to help companies improve their skills in this area. Managing connections with clients and organizing their data are vital functions within the marketing, sales, and customer support departments.

A project management consultant is a professional or an organization that provides assistance to businesses that lack advanced knowledge and skills in managing projects. These individuals or firms optimize all the repetitive aspects of a project so clients can concentrate on progression.

To manage client relationships in a consulting environment:

Understand what your client needs and aspires to.
Establish clear communication channels.
Manage client expectations and set boundaries.
Provide quality solutions.
Develop mutual respect.
Ask for referrals and testimonials.
Use specialized CRM software.

The best way to employ all these practices is to use management consulting software tools.

A good client-consultant relationship means top leadership trusts the consultant’s knowledge and expertise. Building this relationship requires regular communication, collaboration and reporting. Tools that help with these activities are part of CRM for consulting companies, such as Flowlu.

Clients must be actively involved in the consulting process, communicate changes in their priorities quickly and be willing to adjust project parameters when necessary for success.

Consultants should encourage this behavior and do everything they can to deliver actionable insights. This collaborative effort is best exemplified by management consulting software tools, such as CRM.

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