Secure Client Portal Software for Agencies
Use Flowlu as a secure client portal software for agencies. Invite your clients to a branded portal and give them real-time access to critical information about their projects, including performance and status, completed milestones and tasks, invoices and estimates, due payments and spent expenses, files and notes.
Customizable Client Portal
Add your customers or partners to the client portal through email or a link and decide what they should access there. Ensure a secure virtual portal for all client data and present only what your clients expect with flexible access rights. Only the data and fields you provide to your clients will be viewable.
External View For Tasks
Let your clients see what your team is focused on right now. Allow your customers to initiate new assignments for your team. Or, use a client portal software to allocate tasks to freelancers, partners, or other professionals.
Show How Their Projects Progressing
Give your customers and partners a complete picture of their projects, including tasks in process, achieved milestones and stages, notes and requests, files and documents, revenues and costs. Allow your customers to help build the perfect solution for their specific needs.
Invoicing and Estimating Made Simple
Gather all of your clients invoices and estimates in one location to make it convenient for the customers to monitor their billing. Simplify checkout for your customers, allowing them to pay their invoices through a unified client portal. Save your customers time and improve their experience with your company!
Client’s Payments and Expenses
Use the client portal as a central location to exchange project payment and cost information with your customers. Improve visibility into your operations and provide them with easy access to the financial data they seek.
External Knowledge Base
Using a well-structured knowledge base embedded directly into your client portal enables your customers and stakeholders with all the data they will ever need. Add rich text, videos and illustrations, attach documents and tables, create easy-to-comprehend instructions, and share that content with them. They won’t need to reach out to your agents directly any more!
Collaborate With External Users
Customer communication, such as project and task progress, online messaging, and invoicing, may all be consolidated in one spot. Interact with consumers through comments or use the incorporated chat to provide real-time project updates or let them submit requests. Involve them in your projects!
Branded Client Portal Software
To give your client portal a more professional look, use a custom domain and configure the login page with your brand colors, logo, and banners. To provide your clients the greatest experience, add a tailored welcome checklist which will show them how to use a dedicated portal.
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
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
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
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
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
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
Integrate with your favorite tools
Connect your existing apps and workflows with pre-made integrations