CRM and Project Management
Flowlu’s CRM and project management software provides you with a profound overview of everything that is going on in your company on a daily basis. You can track every part of your business, from time spent by your team and their workload to overall costs, and customer invoicing.
Powerful Team Task Manager
Use our powerful team task manager to create new tasks in seconds. Describe them, and assign them to your team. Set up to do lists to tell your team exactly what to do for every project. Watch your team work and see how close they are to completion.
Sales Funnels and Reports
Flowlu will analyze your sales and financial data as soon as you plug it in. You’ll receive several reports on the efficiency of each stage of your sales funnel. Know where you’re losing prospects and where your team can improve.
Invoices Through The CRM
Use our CRM’s invoice feature to bill your customer directly from Flowlu. Use the cloud to organize invoices that still have to be paid from fulfilled ones. Never lose another invoice again. Have everything available online 24/7 for easy access.
Finance In Projects
Use Flowlu to track each project’s finances. You will know how much your different expenses are, and how much your client will pay you. See your profits per project and whether the margin is worth your time and resources.
Project Performance Evaluation
Gain a clear real-time overview of everything you need to know about your project at glance. Instantly view project progress, key milestones and deadlines, budget status, estimated and spent time on tasks. Stay on top of your projects!
Multiple Project Boards
Use multiple project boards to manage different contracts at the same time. Plan everything out for each client, department, or business. Give your team a detailed list of tasks and objectives, and update each board as they work.
Powerful Time Tracking
Time tracking lets you see how long you and your team members have worked on each project. Make sure your employees are charging you the right amount. Give your customers an accurate invoice including time spent on their project.
Help Center Knowledge Base
You’ll be able to share a help center for your customers. Your customers and users can view it anywhere on the internet, regardless of their device, the software they are using or the status of the information.
Integrate Your Email
Connect your mailbox to Flowlu and send emails to your clients directly from your account. Associate your messages to tasks, contacts, projects or opportunities and track your customer interaction in one spot. Activate open and click tracking to assess the performance of your emails.
Secure Client Portal
With Flowlu, you can build a secure digital hub for your client collaboration and relevant information exchange. Chat with your clients in real time, allocate tasks, demonstrate project progress, share company FAQ’s and guidelines, bill your customers and let them pay online from a portal’s interface. Configure flexible permissions and customize how your portal looks by adding a logo, brand colors and banner.
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