Free CRM for Agencies and Agents

It’s time to untangle yourself from disconnected apps, disparate data, and disjointed emails. Flowlu offers a powerful free CRM for agencies and agents to finally unite your sales, project management, and client relationships in one clean app.

Unify your agency

Bridge the gap between sales, projects, and billing in a single solution.

Start for free

Access a professional CRM for 2 users with no upfront cost or hidden fees.

Visualize your sales

Track every deal through custom stages with a clear sales pipeline.

Centralize client data

Keep every interaction, task, and file in one secure workspace.

Flowlu as a CRM for agencies

Future-proof your business operations with a software solution that treats your sales and project delivery pipelines in one seamless flow.

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Key features of Flowlu CRM for agencies

All‑in‑one CRM, projects, and billing for agencies

Going from closed deal to project to payment takes too much time with too many apps. But not in Flowlu. It has all the essential features you need to do your best work and get paid in a single platform. Stop paying for apps and start helping your clients.

Lead and deal management with visual sales pipeline

High-value opportunities won’t ever be missed with Flowlu. Our visual pipeline gives you a clear look at every deal in progress, with easy drag and dropping of leads through custom stages that match your agency's specific sales process.

Contact and company management for every client

Build a deeper relationship with every contact by keeping a full history of their data in one spot. You can store files, notes, and every past project interaction, ensuring your team always has the right information to provide top-tier support.

Sales tracking, reports, and revenue forecasting

Get a real grip on your business growth with automated reports that actually make sense. By tracking your current and past sales performance, you gain the insights needed to predict your agency's cash flow and plan your next big move.

Email, tasks, and follow‑ups in one place

Don’t waste time digging for that one pesky client email. With Flowlu, all your messages, team tasks, and follow-up reminders live inside the platform. This is the best way to keep your internal operations running without excess subscriptions.

Projects and tasks linked to CRM deals

The moment between winning a deal and starting a project is where things go wrong. Flowlu won’t let this happen. You can create projects with all important deal details as well as preset tasks and milestones automatically, ensuring seamless handover.

Automation and integrations for agency workflows

When you decide to scale, let Flowlu take care of the boring stuff for you. Use automations in your sales pipelines, task and project workflows, billing processes, and even knowledge management. Integrate with other popular tools you use daily or create custom apps for your workspace.

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How different types of agencies use Flowlu CRM

Flowlu doesn’t fit all, but it fits your world. Here’s how different teams use our CRM for agencies to stay ahead of the competition.

CRM for marketing and digital agencies

Use Flowlu to manage fast-moving lead flows and keep clients updated on campaign progress. The integrated project tracking ensures that every marketing deliverable is completed on time, while the CRM keeps a record of every customer's evolving needs.

CRM for advertising and creative agencies

Rely on Flowlu to organize their production pipeline and store important project assets. It provides a central hub where pros can manage their deals and ensure that the final creative work aligns perfectly with the initial client brief.

CRM for consulting agencies and service companies

Use our management features to handle long-term relationships and complex project milestones. The software helps track billable time and design professional invoices, making it the best choice for maintaining high-level operations.

CRM for sales agents and freelance reps

Agents love our free CRM for agencies and agents because it keeps their pipelines organized on the go. It’s a simple, effective solution for tracking opportunities and ensuring that no lead is ever forgotten.

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."

workspace for the entire team

25%

less internal back-and-forth

15%

faster project delivery

30%

less time spent on manual tasks

Read the case study

Portrait of a man in a business suit in an office setting

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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

Good overview of tasks and planning

We use Flowlu to plan work and manage tasks across our team. Flowlu helps us keep a clear overview of ongoing tasks and responsibilities. Having planning and CRM in one system was important for us, and Flowlu meets that need well. The layout is clear and easy to work with, which made adoption easier for the team. Read more

Angelique Boulonois

Managing Partner

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.

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A CRM for agencies is a specialized management tool designed to handle the specific lifecycle of a business focused on providing services. Flowlu is not a simple contact list; it helps agents and teams track a customer from the initial marketing inquiry all the way through project delivery.

Generic tools usually focus strictly on sales tracking. An agency version is different because it bridges the gap between closing a deal and actually doing the work. In Flowlu, you will find flexible features for different kinds of agency workflows, such as automatic handover from sales to project teams, which standard apps do not offer.

Agencies don’t want to waste their budgets on an app stack that they rarely use. By centralizing all business data in one CRM with project management, everyone on the team benefits from having access to the same insights and tools, while cutting unnecessary costs.

Flowlu is often cited as the best CRM for agencies because it’s a true all-in-one platform. Instead of paying for separate management software, you get lead capture, automation, billing, and task tracking in one interface. It’s designed to help you scale your business without the complexity and a heavy price tag of traditional enterprise tools.

Yes. One of the reasons Flowlu is a top CRM for agencies is its ability to convert a won deal into a project with a single click. This ensures that the information gathered during the sales process isn't lost and that the production team can start working on customer deliverables immediately.

For many, it is the best CRM for agencies because it eliminates "app fatigue." By housing your CRM, billing, and collaboration tools on one platform, you spend less time managing software and more time growing your sales. It provides a unified view of your agency that separate apps simply can't match.

We treat your customer and sales data with high-level encryption and secure hosting. Protecting your business information is our priority. Our CRM for agencies includes role-based permissions, so you can control exactly who on your team sees sensitive client or financial data.

Absolutely. Most agencies use multiple tools, so Flowlu offers integrations with email providers, payment gateways, cloud storage, and other apps. This allows you to sync your workflows in one convenient place.

The free CRM for agencies and agents allows for up to 2 users. It’s a great way for a solo agent or a small partnership to access professional management features, build their first pipeline, and start organizing their customer relationship data without any upfront cost.

See how Flowlu works for your business. No credit card required.