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Best Client Portal Software For Small Business

Flowlu’s best client portal software for small business provides teams with the main point of communication between a company and its customers. Client portal presents you with a wide variety of customization options to make it match your branding style and impress your customers. By building a secure portal, you provide your customers with more transparency into your business processes, allowing them to keep track of project activities, pay online for your services in one single place and access the required information whenever needed.
Flowlu - Best Client Portal Software For Small Business
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.

Best Client Portal Software For Small Business
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.

Best Client Portal Software For Small Business
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.

Best Client Portal Software For Small Business
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!

Best Client Portal Software For Small Business
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.

Best Client Portal Software For Small Business
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!

Best Client Portal Software For Small Business
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!

Best Client Portal Software For Small Business
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?

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
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