Best Insightly CRM Alternative For Small Business

Each SME needs its own CRM software, but what if your current one is too complicated like Insightly? Try something simple but fully featured at that time. In Flowlu, an advanced CRM software for small businesses, you can find all essential modules. Manage your projects and clients with Flowlu. Create invoices, share knowledge, communicate with the team and integrate your Flowlu with other favorite apps.

Tired of boring task management solutions? We have something new here. Try our comprehensive Kanban board, drag and drop tasks’ tickets to change the stage and visualize your whole workflow. Add more context to your tasks with our customization tools. Set up priority, add tags and deadlines. To accurately track productivity, you can estimate a task in story points. For better team communication, there are four task’s role: owner, assignee, collaborator and follower.

Is it hard to manage your projects with Insightly? Flowlu offers you a well-navigated UX, so you can find any tool with a few clicks. No more mess with pages and fields, in Flowlu everything is organized and reachable. Break your projects to the stages to meet the final goal. To analyze your projects accurately, we have reporting tools, so you can get a deep dive into your metrics.

Simplify your sales with automation rules. Create pipelines and link your opportunities to them. To meet your goals, automation rules can be created for tasks, emails, invoices, comments, notification and many more vital CRM activities.

If you need to clarify some information or customize modules, you can use custom lists and fields. To cover your needs, you can customize them in any way and populate with all needed data. Specify terms, add discounts or any other unique information to build strong relationships with clients.

Forget about manual invoice creation and boring email messaging. In Flowlu you can customize your own templates and create invoices automatically. With powerful automation rules, you can send invoices with ease and receive payment online. If you want your time to be estimated, just add a time tracker and invoice clients with a powerful billing feature.

Emails are vital when it comes to customer management, but what to do if you frequently experience breakages with your CRM when it comes to messages? Find a better way to manage emails with Flowlu. Integrate your Flowlu mailbox with any favorite app and enjoy smooth 2-way integration. Stop dealing with Insightly email delays and try Flowlu emailing for free.

Being aware of all activities related to your projects is vital. That’s why the notification feature should quickly notify you of updates. With Flowlu’s lightning-fast notifications you won’t miss any activity. Whether it’s a new message from your teammate or some additional information was added to the task, you’ll get an instant notification of it.

While Insightly is hard-to-implement and not user-friendly, it’s also hard to get a response from its support team. But in that case, how can you set everything up? To make your first CRM experience smooth, try Flowlu. Our caring support team will help you to onboard and configure your profile. To explore all features, you can always visit the knowledge base and find answers to all your questions.

Flowlu is full of already implemented integrations which you can find in the Marketplace or you can add new ones with an open API. Keep your emails and telephony, import tasks and issues from other apps. All integrations are working without delays, so you can enjoy a smooth workflow.